The Query Details page provides complete information about a specific query and allows you to manage it from a single place. From the Queries listing page, click on the Query ID to open the Query Details page. The information displayed on this page changes automatically based on the query stage.
At the top of the page, you can view important information such as the destination, guest details, tags, assigned sales and operations team members, query source, and other basic details.
When a query is in New Query stage, you will see a Create Quote option bellow query basic details. From here, you can create a quote by yourself or request from other connected businesses.
Once a quotation has been created and the query moves to the In Progress stage, the latest quotation is displayed below the basic details. A tabbed navigation menu also becomes available, allowing you to:
- Create a new quotation.
- Edit existing quotations.
- View all quotations related to the query.
After the query is converted into a booking, you can manage all service bookings (Hotels, Transfers, Flights, Activities, etc.) and accounting from the same page, giving your team complete visibility throughout the booking lifecycle.
Basic Details Tab
The Basic Details section is displayed at the top of the Query Details page. Here you can view information such as: Query ID, Guest details, Destination, Query source, Travel dates & Duration, Number of travellers, Assigned team members, Other basic query information
Tags Tab
Tags help you organise and manage queries more efficiently. For example, you can assign tags such as Interested, VIP Client, or High Priority to quickly identify specific queries. You can also filter queries using these tags from the Advanced Filters on the Queries listing page.
Sales, Reservation & Operations Team Tabs
1. Sales Team Assignment
When a new query is created, the creator is automatically assigned to the Sales Team for that query. This assignment also controls query visibility. Sales Team members can access only those queries to which they have been assigned. After a query is created, you can change or reassign the Sales Team member as required.
2. Reservation & Operations Team Assignment
Once a query reaches the On Hold or Converted stage, you can assign the relevant Reservation and Operations Team members to manage the query and handle the further booking and operational processes.
All Quotes Tab
Once a quotation is created, the latest quotation is displayed below the Basic Details section. To view every quotation created for the query, click the All Quotes tab. Here you can:
- View all quotations
- Edit existing quotations
- Compare different quotation versions
- Create a new quotation if required
Service Bookings Tab
After a query is converted into a booking, service bookings for Hotels, Transfers, Flights, Activities, Visa and other services are automatically created. You can manage all these bookings from the Service Bookings tab. This provides a single view of all bookings related to the query. From this section, the Reservation/Operations Team can:
- View all service bookings
- Update booking status
- Manage supplier confirmations
- Track booking progress
Accounting Tab
The Accounting tab allows you to manage and track all financial transactions related to a query in one place. From this tab, you can access the following sections:
- View and manage payment installments related to the client and their bookings.
- Record received payments and generate payment receipts.
- Create new invoices and view existing invoices associated with the booking.
- View and manage accounting entries related to the booking.
- View the detailed profit and loss report for an individual query.
Docs Tab
The Docs tab allows you to access and manage all travel-related vouchers and client documents associated with the selected trip. From this tab, you can:
- Download or copy the Trip Voucher.
- Download or copy hotel vouchers related to the trip.
- Download or copy activity vouchers associated with the trip.
- Request the required documents from clients, track their submission status, and download the submitted documents.
This tab provides quick and convenient access to all essential travel vouchers and client documents in one place, making document management easier and more efficient.
Team Activities Tab
The Team Activities tab maintains a complete audit trail of actions performed by team members on a query. It helps you track user activities and provides details about when, where, and how each action was performed.
From this tab, you can view the following details:
- Activity Details: Track actions performed by team members on the query.
- Timestamp: View the date and time when each action was performed.
- IP Address: Identify the IP address from which the action was performed.
- Platform & Client: View the platform and client information used to access the system.
- Country: View the country associated with the recorded activity, where available.
Examples of activities include:
- Quote creation and updates
- Task creation and follow-up entries
- Booking updates
- Payment entries
- Accounting activities
- Other system actions
This tab provides greater transparency and accountability by helping you identify who performed an action and when it occurred, along with the associated activity details.
Task and Comments
The Tasks & comments section helps your team maintain a complete communication history for every query. Team members can:
- Record discussions with the client and add important notes and comments
- Set reminder dates and times for future follow-ups
This ensures that any team member can easily understand the current status of the query and continue the conversation without missing important updates.
Important Note
The visibility and accessibility of sections and features depend on the user’s assigned role and the permissions configured by the Admin. Therefore, the available options may vary from one user to another.
Example: A user assigned the Sales Person role may not have permission to update the booking status.
To learn more about user roles and permissions, please refer to the User Management section.
This ensures that users can access only the information and features permitted by their assigned roles, maintaining proper access control and data security.