Complete client records
Capture client contacts, destination, hotel, package, passenger count, travel date, due date, status and operational notes.
01 — Bookings & clients
Every booking. Every traveller. One reliable record.
Replace scattered notebooks, spreadsheets and message threads with a complete operational record that stays clear from first entry to completed trip.
What it gives your team
Practical control where the work happens.
Built from the real daily workflow of tour operators, consultants, finance teams and operations managers.
Consultant accountability
Assign every booking to the responsible consultant. Team members see only permitted entries while administrators retain company-wide control.
Live booking position
Keep the total amount, amount paid, remaining balance, currency and profit connected to the same booking.
Safer record handling
Audit activity and recycle-bin controls show who created, changed, deleted or restored important records.
How the work moves
A clear path from action to outcome.
- 01
Create
Enter the client, travel details, package, totals, currency and consultant.
- 02
Coordinate
Add the driver, vehicle, deadlines and operational notes.
- 03
Track
Keep the booking active while work remains or a balance is outstanding.
- 04
Complete
Move fully paid and completed work out of the consultant’s active workload.
Business value
What changes for your company.
✓ One searchable booking record✓ Clear consultant ownership✓ Fewer duplicate or missing details✓ Full admin visibility
See Simba Desk in action