This week you get more say over what your clients actually see, a better way to handle insurance that lives inside a package, and an AI Chat that finally knows its way around a cruise. Here is what shipped.
Hide items from travelers, keep them in your records
A reservation gets cancelled. The client moves on. But you still have a cost on the books and maybe even commission you expect to collect. Until now, that item sat on the client-facing itinerary whether you wanted it there or not.
Now cancelled items drop off the traveler view automatically. The item stops showing on the itinerary and stops showing in the trip pricing, but it stays a booking in your records. Nothing disappears on your end. It just stops cluttering what the client sees.
There is also a hide option for items that weren’t cancelled but were never meant for the client either. Toggle it on and the item leaves the itinerary, drops out of pricing, and stops prompting the client to authorize it, while staying right where you need it for your own tracking. Learn more.
Add manual insurance to a package
You quote insurance as part of a package all the time, and whether the client takes it changes the final price. The pieces existed separately. Now they work together.
You can add a manual insurance policy directly into a package. If they add it, the policy folds into the package price, and the authorization covers the full package amount including the insurance. The client sees one number, you get one clean authorization, and the math takes care of itself. Learn more.
AI Chat keeps getting smarter
Add chat to your dashboard. Customize your dashboard to include an AI chat at the very top, making this new assistant more central to your workflow.
Cruise just got real. AI Chat can pull up cabins, ships, ports, and suppliers, and add a specific room like the Pinnacle Suite straight to a lodging activity.
It can also read, add and update contact addresses. Ask it to read the address on a contact and add it to all members of the family - so many clicks saved!
Package awareness. AI Chat now reads package context when it audits a trip and helps you make sense of what is in it. It cannot build or add packages yet, but it understands them.
Reply drafting on existing conversations. Have AI Chat draft a response and send it, without leaving the chat.
Two smaller touches: AI Chat now respects your default currency for non-US agencies, and trip search supports sorting by name, start date, or last updated, plus pagination, so digging through trips feels less like a slog.
Quality of life
- Export agency suppliers straight from the table. The new export button pulls everything you see into a file.
- Supplier statements now sort by date received by default, so the most recent show up first without toggling anything.
- Transferring trip ownership now prompts you to republish the trip. That keeps branding, forms, and credit card authorization routing correctly to the new owner instead of getting lost in the handoff.