👤 Customer Profile Features – Travel Booking Engine (Flights, Hotels, Packages + CRM)
🔹 1. Customer Information Panel
Full Name, Email, Phone Number
Customer Type: B2C / Corporate / Agent
Profile Photo
Address, Country, State
GSTIN (for B2B / business travelers)
Passport and Visa Info (with expiry alerts)
Social handles (for lead tracking)
Loyalty points balance (if applicable)
🔹 2. Travel Preferences
Preferred airlines, hotel categories, destinations
Frequent flyer numbers
Special requests (meals, assistance, window/aisle)
Language and currency preference
Saved travelers (family/staff)
📅 3. Booking Timeline Segmentation
Each booking (Flight, Hotel, Package) is shown in chronological panels:
a. Upcoming Bookings
Date-wise listing of all future trips
Download tickets, vouchers, or itineraries
Payment balance, due alerts
Modify/reschedule/cancel options
b. Current/Ongoing Bookings
Real-time status updates (check-in, in transit, check-out)
Hotel contact and map link
Emergency contact info
Access to support or rebooking option
c. Past/Completed Bookings
View complete history of:
Flights: PNR, airline, fare
Hotels: Check-in/out, room type
Packages: Inclusions, sightseeing
Rebook / copy past itinerary
Request invoice or certificates
Submit reviews or feedback
🔍 4. Prospect/Lead Management Features (CRM Integration)
a. Lead Information (for Prospective Customers)
Source: Website form, WhatsApp, Phone, Walk-in
Lead Owner (salesperson assigned)
Travel interest: Flights / Hotels / Packages
Status: New, In-Progress, Converted, Lost
Budget range, number of travelers, dates
b. Lead Activity Timeline
All interactions: Email, call, chat, WhatsApp
Quotations sent with open/click tracking
Tasks and reminders
Notes from agents
c. Quotation History
Flight/hotel/package quotations
Option to revise, resend, or convert to booking
Status tracking (Accepted / Expired / Under Review)
d. Lead Scoring & Qualification
Auto-score leads based on intent, engagement
Categorize as Hot / Warm / Cold
Conversion likelihood indicator
💳 5. Payment & Invoice Management
View all transactions per customer
Track paid, pending, and refunded amounts
Invoice download (GST-compliant)
Credit/Debit Note visibility (if applicable)
Wallet balance (for B2B agents or corporate users)
✉️ 6. Communication History
All emails sent (quotation, booking, reminder)
WhatsApp conversations (with integration)
SMS logs
Support ticket/chat transcripts
📦 7. Document Center
Store customer documents:
Passports, visas, ID proofs
Vaccine certificates
Previous itineraries and insurance docs
📝 8. Feedback & Loyalty
Leave ratings/reviews for each trip
Feedback status (Received, Pending)
Loyalty rewards tracker
Referral tracking (optional)
I'll create a comprehensive travel booking engine with CRM features. This will be a full-featured customer profile system with all the components you've outlined.
I've created a comprehensive travel booking engine with CRM features that includes all the components you requested. Here's what the system includes:
The system provides a complete 360-degree view of each customer, combining travel booking functionality with powerful CRM capabilities for lead management and customer relationship building.
I'll modify the layout to move the tabs to the left side for better navigation.
Perfect! I've updated the layout to move the tabs to the left side. Here are the key improvements:
The left sidebar approach provides several advantages:
The layout now resembles professional CRM and booking systems, making it more intuitive for travel agents and customer service representatives to navigate between different customer information sections.
Add Date of Birth in Customer information
Add Travellers as one more menu to showcase the family members or other travellers on the trip
Add name of the agent assigned to customer
Add agent name for all bookings
Communications email - show the from name email sent from agent
Communication whats app - show the name of the agent who is interacting with customer
Booking show a button for taking feedback from customer, share link and a form to take feedback in rating from 5 and comments from customer