For Travel Professionals
Grow your travel agency with powerful tools
Plan Harmony provides travel professionals with specialized tools to streamline itinerary creation, simplify client collaboration, and boost business efficiency.
Create professional itineraries in minutes, not hours
Seamlessly collaborate with clients on trip planning
Track invoices and supplier commissions in one place
Manage multiple clients and trips efficiently
Trusted by travel professionals worldwide
Agency Tools
One platform for your entire agency
Client CRM, invoicing, white-label branding, lead capture, team management, and analytics — connected to the trip planning tools your clients already love.
Client CRM Built for Travel
Manage client profiles with travel preferences, document details, trip history, and contact information in one place. Import your existing client database via bulk CSV upload with real-time progress tracking and row-level error reporting.
Invoicing, Payments, and Commission Tracking
Create invoices, accept online payments via Stripe Connect, and track supplier commissions — all linked to your trips and clients. Clients pay directly from the invoice email, and you track both client fees and supplier commissions in one dashboard.
White-Label Custom Domains
Present a fully branded experience to your clients. Connect your own custom domain, publish blog posts under your brand, and appear in Plan Harmony's agency directory — all with automatic sitemap generation for search engine visibility.
Agency Dashboard and Analytics
Track active trips, revenue from both invoices and supplier commissions, client engagement, team workload, and open inquiries from a single dashboard. See expected, received, and outstanding commissions alongside invoice revenue for a complete financial picture.
Task Management & Reminders
Track follow-ups, deadlines, and workflow steps with a built-in task system. Create tasks linked to clients, trips, or invoices. Apply pre-built workflow templates — new booking checklists, pre-departure sequences, post-trip follow-ups — to generate task sets with calculated due dates. Get push and email reminders for due and overdue tasks, plus a daily digest each morning.
Lead Capture and Conversion
Capture inquiries from your public agency profile — no login required for potential clients. Review inquiry details, respond directly, and convert inquiries into client records with one click. Pre-filled client data means no re-entering information.
Custom Forms with E-Signatures
Build branded forms to collect client information and capture legally binding e-signatures — booking agreements, CC authorizations, and liability waivers. Clients can draw or type their signature directly in the form. Every signed submission records an audit trail with signer details, IP address, timestamp, and a tamper-evident content hash.
Team and Member Management
Add team members with role-based access, send secure invite codes, assign lead planners to trips, and manage workload distribution. Clean offboarding cascades through assignments and invites so nothing falls through the cracks.
Blog Publishing for Agencies
Publish travel content directly on your branded agency profile with a built-in markdown editor. Draft, publish, and archive posts with SEO-friendly slugs, cover images, and excerpts — no separate CMS or blog platform needed.
Social Media Templates
Generate branded social graphics for Instagram, Facebook, and LinkedIn without leaving Plan Harmony. Choose from professionally designed templates, customize text and imagery, and download pixel-perfect PNGs in all three sizes — or grab them all as a ZIP. Your agency logo and brand color are applied automatically.
6,000+ Tours and Experiences
Access a marketplace of over 6,000 tours and experiences across 136 countries. Find and add the right activities for your clients with pricing, availability, and detailed descriptions, then pull costs directly into invoices from trip budgets.
FAQ
Questions from professionals
Common questions about Plan Harmony's agency management tools, from CRM and invoicing to white-label branding.
What is Plan Harmony for travel agencies?
Plan Harmony for Agencies is travel agency management software that combines client CRM, invoicing, online payments, commission tracking, white-label branding, lead capture, team collaboration, and business analytics in one platform. It is built for independent travel advisors, boutique agencies, and tour operators who need professional tools to manage clients and run their business — from first inquiry through final payment — without juggling disconnected tools.
Can I import my existing client database into Plan Harmony?
Yes. Plan Harmony supports bulk client import via CSV upload. Download the provided template, map your data, and upload the file. The system processes imports in batches with real-time progress tracking and row-level error reporting, so you know exactly what imported successfully and what needs attention. This eliminates weeks of manual data entry when switching platforms.
How does white-label branding and custom domains work?
You can connect your own custom domain to your Plan Harmony agency profile. Once verified, clients see your domain — not Plan Harmony's — when viewing your profile, blog posts, and shared itineraries. Combined with your agency name, description, and branding, the experience feels fully yours. Automatic sitemap generation ensures your branded profile is indexed by search engines.
What does the invoicing and commission tracking system include?
Plan Harmony's financial tools let you create invoices linked to specific trips and clients, accept online payments via Stripe Connect, track each invoice through a status pipeline, and generate professional PDFs. For supplier commissions, you can log expected payments, record partial or full payments as they arrive, and see outstanding and overdue commissions at a glance. Both invoices and commissions appear on your agency dashboard for a complete revenue picture.
Is Plan Harmony suitable for solo travel advisors or only larger agencies?
Plan Harmony scales for both. Solo advisors use the same client management, invoicing, and white-label branding features without paying for team seats they don't need. As your business grows, add team members with role-based access and use workload distribution and lead planner assignment tools — all without migrating to a new platform.
How do custom forms and e-signatures work?
Plan Harmony includes a form builder where you create custom forms with seven field types — short text, long text, date, radio, checkbox, select, and signature. Add a signature field to any form to capture e-signatures via draw or type mode. Each signed submission records a full audit trail including signer name, email, IP address, user agent, timestamp, and a SHA-256 content hash for tamper evidence. Forms get a shareable public URL that works on your custom domain. Respondents do not need an account to submit.
Do I need a separate e-signature tool like DocuSign?
No. Plan Harmony includes built-in e-signature capture in its custom forms. Add a signature field to any form — clients can draw or type their signature directly on the page. Every signed submission records a tamper-evident audit trail with the signer's name, email, IP address, user agent, timestamp, and a SHA-256 content hash. This covers booking agreements, credit card authorization forms, liability waivers, and travel insurance acknowledgments without a separate subscription.
Can I create social media graphics in Plan Harmony?
Yes. Plan Harmony includes a social media template generator with templates for destination spotlights, special offers, travel tips, testimonials, and agency promotions. Customize the headline, subtitle, call to action, and background image, then download a PNG in Instagram Post (1080×1080), Instagram Story (1080×1920), or Facebook/LinkedIn (1200×630) format. You can also download all three sizes at once as a ZIP. Templates automatically use your agency logo and brand color.
How does the agency dashboard help me track my business?
The agency dashboard shows active trips, new trips this month, total clients, open inquiries, revenue by invoice status, commission totals (expected, received, outstanding, overdue), needs-attention items, client engagement metrics, and team workload distribution. You see both client-paid revenue and supplier commissions in one view, giving you a complete picture of your business.
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Join travel agents and tour operators who manage clients, send invoices, and grow their brand — all from one platform built around the trip planning workflow.
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