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Client Trips

This is the core of what you do. Client Trips is where you build itineraries for your clients, send them as proposals, track whether they’ve been viewed and accepted, and manage the entire journey from first draft to post-trip follow-up.

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Dashboard View

The dashboard gives you the high-level view of your trip portfolio:

• Status breakdown — how many trips are in each stage: Draft, Proposal Sent, Booked, In Progress, Completed.
• Revenue — estimated value from active proposals and confirmed trips.

One glance tells you the health of your current workload.

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List View

The full list of all client trips, searchable and filterable:

• Search by client name, destination, or trip name.
• Filter by status or travel dates.
• Click any trip to open it in the full trip editor.

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Creating a Proposal

Building a new trip for a client:

1. Click “New Trip”.
2. Select a client — choose from your existing CRM or add a new client on the spot.
3. Enter the destination and dates.
4. Open the Trip Editor and build the itinerary — use AI generation to get a full draft in minutes, then refine it.
5. Add step costs, commissions, and budget details.
6. Click Send to share the proposal via a unique private link.

The client receives an email with a link to their personalised proposal. They can view the full itinerary on any device, without needing a Rooutie account.

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Tracking What Happens Next

Once a proposal is sent, Rooutie tracks everything: You get notified when a client opens the proposal and when they respond. Never wonder whether they’ve seen it.

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The Trip Timeline

Every client trip has an automatically maintained timeline recording:

• When the trip was created.
• Every edit and version.
• When the proposal was sent.
• When the client viewed it.
• When they responded.
• Forms sent and completed.
• Any emails sent directly from the trip.

Full transparency and a complete audit trail — useful for disputes and great for understanding how clients engage with your proposals.

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Gathering Information Mid-Proposal

Use Forms directly from the trip view to ask clients for missing information:

1. Click Send Form from the trip dashboard.
2. Choose a template (preferences questionnaire, passport details, dietary needs, etc.).
3. The client gets an email with a form to fill out.
4. Their answers are saved directly to the trip.

No more email chains trying to collect the information you need to complete a booking.

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After Acceptance

Once accepted:

• Update the trip status to Booked.
• Add booking confirmation numbers to individual steps.
• Set step times to finalise the schedule.
• Use the collaborative chat to stay in touch with the client during the trip.
• Mark the trip as Completed once it’s done.

The full trip history remains in your CRM linked to the client profile — useful for repeat business and personalisation next time.