One platform to manage your travel business
Running a travel agency involves much more than organizing trips. You need to manage client inquiries, maintain passenger information, prepare travel proposals, coordinate with suppliers, organize travel files, and keep track of your business activities.
Travel Ibex brings these activities together in one platform, helping your agency manage its operations from the first client inquiry to the organization of travel services and post-trip follow-up.
Whether you work independently or manage a growing travel agency, Travel Ibex provides a central workspace for organizing information, coordinating travel arrangements, and managing your business.
Manage inquiries and travel files
Every trip begins with an inquiry, a request, or an opportunity to help a traveler. Keeping track of these opportunities is essential to providing timely service and ensuring that potential bookings do not get overlooked.
The Files section brings together several tools that support this process:
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New Request: Access the area for handling new travel requests.
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Lead Pool: Manage potential business opportunities.
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File List: Access and organize travel files.
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Client List: Find and manage client information.
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Not Interested: Keep track of opportunities that will not proceed.
Together, these areas help you organize incoming requests, follow up on potential business, and maintain an overview of your agency's travel files.
Manage passengers and travel agencies
Travel arrangements may involve individual travelers, families, groups, and business clients. Keeping the relevant information organized makes it easier to coordinate travel services and maintain accurate records.
The Passengers section provides access to passenger information, while Travel Agencies supports the management of travel agency records relevant to your business.
These areas help you maintain organized information about the people and organizations involved in your travel operations.
Organize vendors and travel services
Travel agencies depend on a network of suppliers to deliver their services. These may include hotels, transportation providers, guides, tour operators, and activity organizers.
The Vendors section provides a central place to manage vendor information. Combined with the configuration options available under Preferences, it supports the organization of vendor types, services, rates, and other information used in your agency's workflows.
Maintaining an organized vendor catalog makes it easier to work with supplier information when preparing travel arrangements and managing bookings.
Build and manage travel packages
Many agencies offer predefined packages or combine services to create travel experiences suited to their clients' needs.
The Packages section provides access to the platform's package-related functionality. It forms part of the broader set of tools available for organizing and presenting travel products.
Packages can complement the agency's work with individual travel files and services, depending on how your business structures its offerings.
Monitor your business with reports
Managing daily operations is only one part of running a successful travel agency. You also need information that helps you understand your business activities and make informed decisions.
The Reports section provides access to reporting capabilities within Travel Ibex. These reports help you review relevant business information available in the system.
The information you use will depend on your agency's operations and the reports available to your account.
Configure Travel Ibex for your agency
Every travel agency has its own way of working, from the currencies it uses to its service categories, financial settings, and document templates.
Travel Ibex includes a settings area where authorized users can manage account administration and configure the platform.
The main configuration areas include:
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Users and Role Permissions: Manage user access and the permissions associated with different roles.
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Company Profile: Maintain your agency's company information.
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Currency: Configure the currencies used by the system.
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Preferences: Access configuration options for general lists, vendor types, services, itinerary texts, financial percentages, fees, service factors, custom template variables, and templates.
These settings help align the platform with your agency's operational requirements. Some settings may affect how information is presented or used across different parts of the system, so they should be configured carefully by the appropriate team members.
Find information when you need it
As your agency's records grow, finding the right information quickly becomes increasingly important.
The top bar includes a search field that helps you search for information within the system. The available search results depend on the functionality supported by your Travel Ibex setup.
The top bar also includes a file selector and access to settings and your user account, providing convenient access to commonly used system controls.
How the main areas work together
Travel Ibex is organized around the different activities involved in managing a travel agency:
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Capture opportunities: Work with new requests and potential leads.
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Organize travel files: Keep track of travel-related records and client information.
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Maintain passenger and agency information: Organize records for the people and organizations involved in your business.
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Coordinate suppliers: Maintain vendor information and relevant service details.
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Manage travel products: Access packages and related travel offerings.
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Review business information: Use reports to support your operational decisions.
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Configure your workspace: Set up company details, user permissions, currencies, preferences, and templates.
These areas support different parts of your work while providing a common environment for managing your agency's information.
Getting the most out of Travel Ibex
To use Travel Ibex effectively, start by understanding how your agency's information is organized and how the different sections relate to your daily activities.
New users should become familiar with the main menu first, while administrators should pay particular attention to the company profile, user permissions, and configuration options.
As you explore the knowledge base, you will find more detailed explanations of specific topics, such as managing travel files, working with vendors and rates, configuring preferences, and handling financial processes.
Travel Ibex helps you organize the business behind every journey, giving your team a structured environment for managing travel operations and serving your clients.