Got questions about TA Trip Tracker? Check out our FAQs for quick answers to the most common inquiries—from document uploads and task management to training and security. If you don’t find what you’re looking for, just reach out—we’re here to help!
You can track all key trip details, including:
Customer name
Destination and trip type
Number of travelers
Trip start and end dates
Final payment date
Budget and final price
Confirmation numbers for hotels, transfers, excursions, and more
Everything related to a trip lives in one place.
Trips automatically move through pipeline stages based on important dates like the trip start date, end date, and final payment date. Stages include:
This ensures no trip (or client) falls through the cracks.
Yes. Agents can manually move trips when needed, especially during the early stages such as Requests, Proposals, Trip Modifications, and Trip Accepted.
Stages show where a trip is in the overall lifecycle.
Tasks are action items tied to trips, such as collecting payments, sending documents, or following up with clients.
Both work together to keep you organized and on schedule.
Yes. TA Trip Tracker generates system tasks for key milestones (like final payment reminders), but agents can also create custom tasks based on their own workflow.
Absolutely. You can create personalized tasks, set priorities, and manage them in easy-to-read columns so you always know what needs attention first.
Yes. Each trip can be assigned a unique trip number, making it easy to reference, search, and manage multiple bookings efficiently.
No. You can track trips from the very first request through proposals, modifications, and acceptance — not just completed bookings.
Post-travel stages like Welcome Home, 6-Month Follow-Up, and 1-Year Follow-Up help agents stay connected with clients, build repeat business, and increase long-term sales.
TA Trip Tracker is built specifically for travel agents who want a simple, organized way to manage trips, stay on top of deadlines, and deliver a better client experience.
Yes. TA Trip Tracker allows you to securely upload and store credit card authorization forms directly within a trip record, so important payment documents are always easy to find when you need them.
Yes. TA Trip Tracker has a built-in Trip Request form and after customers fill out the form a Trip Request is automatically created.
Absolutely. From credit card authorization forms and trip requests to confirmations and notes, TA Trip Tracker keeps all trip-related documents organized and tied to the correct trip. Easily upload documents.
Yes. TA Trip Tracker is built with security in mind and is designed to protect sensitive client and trip information. Access is controlled, and data is stored securely to help safeguard personal and payment-related documents.
Only authorized users with access to your TA Trip Tracker account can view your trips, tasks, and uploaded documents, ensuring client information remains private.
Yes. Agents can upload and store additional documents such as invoices, travel documents, notes, and supplier confirmations, keeping everything connected to the trip.
Save Time, Stay on Track with TA Trip Tracker