Plan Harmony for Agencies
Travel agency software with white-label custom domains, line-item commission reconciliation, and zero per-transaction fees on client payments. Built for solo advisors and boutique agencies.
Commissions / Q4 2026
Live
Ritz-Carlton Tokyo
PENDING
Due 2026-12-15
$1,240
Holland America
RECEIVED
Paid 2026-11-08
$812
Avalon Waterways
OVERDUE
30 days late
$560
Belmond Andean Explorer
PARTIAL
$1,100 / $2,208
$2,208
Outstanding / YTD
$4,820
/ $18,440
Payment received / INV-2891
Sarah Chen
Lisbon honeymoon / May 2027
$3,000
Stripe Connect / 0% fee
2026-11-14
Custom form / Booking agreement
4 fields
Client
Sarah Chen
Trip dates
May 14 to May 28, 2027
Signature
✓ Captured
Hosted on your domain / SHA-256 audit
Agency tools
Client CRM, invoicing, white-label branding, lead capture, team management, and analytics, connected to the trip planning tools your clients already love.
Run the business
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.
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.
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.
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.
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.
Grow the agency
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, with automatic sitemap generation for search engine visibility.
Capture inquiries from your public agency profile, with 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.
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.
Generate branded social graphics for Instagram, Facebook, and LinkedIn without leaving Plan Harmony. Choose from professionally designed templates, customize text and imagery, and download PNGs in all three sizes, or grab them all as a ZIP. Your agency logo and brand color are applied automatically.
Plan trips, see results
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.
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.
Trusted by Professionals
Travel advisors, tour operators, and boutique agencies use Plan Harmony to manage clients, track revenue, and grow their brand.
4.9 average rating
136
countries covered
6,000+
bookable experiences
98%
satisfaction rate
SK
Sarah K.
Independent Travel Advisor
“I switched from spreadsheets and three different apps to Plan Harmony. Now my invoicing, client notes, and commissions are all in one place. I saved at least 10 hours a week.”
5.0
DR
David R.
Boutique Agency Owner
“The white-label domain was the selling point for us. Clients see our brand, not a third-party platform. The lead capture forms have brought in more qualified inquiries than our old contact page.”
5.0
MT
Maria T.
Tour Operator
“Commission tracking alone justified the switch. I used to lose track of what suppliers owed me. Now I see expected vs. received at a glance and follow up before payments slip through the cracks.”
5.0
FAQ
Common questions about Plan Harmony's agency management tools, from CRM and invoicing to white-label branding.
Plan Harmony 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.
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.
You 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.
Plan Harmony includes invoicing, online payments, and commission tracking in one system. 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, 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.
Yes, Plan Harmony works for both solo advisors and larger teams. 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.
Yes. Plan Harmony is designed for professional travel planners running a small travel planning business, whether you are a solo advisor, a two-person team, or a boutique agency. You get client CRM, invoicing with online payments, commission tracking, e-signatures, and a white-label custom domain without stitching together separate tools. Start with the features you need on day one, and add team members, workflow templates, and lead capture as your business grows.
Plan Harmony has a built-in form builder with e-signature support. 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.
No, you do not need DocuSign or any separate e-signature tool. Plan Harmony includes built-in e-signature capture in its custom forms. Add a signature field to any form, and 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.
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.
The dashboard gives you a real-time overview of your entire agency. It 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.
Get Started
Join travel agents and tour operators who manage clients, send invoices, and grow their brand from one platform, built around the trip planning workflow.
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