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📊Home
🎯Leads
✈️ Package
📋Bookings
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Dashboard

💾 Saved locally
A
Admin
admin
🌙
🔔
🌙
🔔
A
✈️
Total Bookings
0
All time
💰
Revenue
₹0
All time
🎯
Active Leads
0
In pipeline
📌
Pending Follow-ups
0
Due this week
📋 Recent Bookings
ClientPackageTravel DateStatusAmountBy
📋

No bookings yet

⚡ Activity Feed

No activity yet

📌 Today's Follow-ups
📌

No follow-ups today

🎯 Lead Sources
👥 Staff Performance
👤

No staff accounts yet

S
Staff Member
Viewing your personal stats · UAI Tour & Travel
👤 STAFF
🎯
My Active Leads
0
Added by you
✈️
My Bookings
0
Packages saved by you
💰
My Revenue
₹0
From your bookings
📌
Conversion Rate
0%
Your leads converted
🔄 My Sales Pipeline
📋 My Bookings
ClientPackageTravel DateStatusAmountActions
📋

No bookings yet

📌 Today's Follow-ups
📌

No follow-ups today

⚠ Overdue Follow-ups

All caught up!

🎯 My Leads
ClientSourcePackageStatusAddedActions
🎯

No leads yet

👤 Client Details
✈️ Travel Details
🗺 Day-wise Itinerary
🗺

Select a package duration to auto-generate itinerary

🏨 Hotel Details
🏨

Select a package duration to assign hotels for each leg

💰 Package Cost & Payment
💳 Payment Status
📸 Package Photos
Auto-filled from selected hotels · shows in PDF photo strip
🏔
Photos auto-appear when you select hotels above
or click to upload manually
✅ Inclusions
❌ Exclusions
📋 Terms & Conditions
ClientPhoneSourcePackage Interest BudgetStatusAddedActions
🎯

No leads yet. Add your first lead!

#ClientPackageDates GuestsAmountPaymentStatusActions
📋

No bookings yet

👥

No clients yet. Save a booking to add clients.

All
Today
Upcoming
Overdue
Completed
ClientTypeNotesDue DatePriorityActions
📌

No follow-ups scheduled

Total Bookings
0
Total Revenue
₹0
Conversion Rate
0%
Avg. Package Value
₹0
👤 Staff Performance
📦 Bookings by Package
💳 Payment Status
📋 All Bookings Summary
#ClientPackageDatesAmountPaymentStatusStaff
🏢 Company Settings
Used on all PDFs, invoices and receipts.
🎨 Appearance
Theme Mode
Switch between dark (evening) and light (day) mode. Saved automatically.
✅ Default Inclusions
Auto-fills every new package. Edit freely — won't affect already-saved bookings.
❌ Default Exclusions
Auto-fills every new package.
📋 Default Terms & Conditions
Auto-fills every new package and appears in the PDF.
⚠️ Danger Zone
Export a full backup before making changes. Restoring a backup will overwrite all current data.
Role Permissions
ADMIN
Full access to everything — all modules, reports, settings, and user management.
STAFF
Full day-to-day access — leads, packages, bookings, itineraries, invoices, hotel library, follow-ups. Cannot access: Reports & Settings.
🏨

No hotels yet. Add your first hotel!

🚗

No vehicles yet. Add your fleet.

📍

No places yet. Add your first destination!

Invoice #ClientPackageTotalPaidBalanceStatusDateActions
🧾

No invoices yet

0
Total Entries
₹0
Total Due
₹0
Total Paid
0
Overdue
All
Due
Partial
Paid
Overdue
🏨

No hotel payments recorded yet

0
Total Entries
₹0
Total Due
₹0
Total Paid
0
AC Vehicles
0
Non-AC Vehicles
All
Due
Partial
Paid
AC Only
Non-AC Only
🚗

No cab payments recorded yet

💰
Total Revenue
₹0
📤
Total Costs
₹0
📈
Total Profit
₹0
📊
Avg Margin
0%
BookingClientPackageTravel Date RevenueHotel CostCab CostTotal CostProfitMargin
🏨
Hotel Outstanding
₹0
🚗
Cab Outstanding
₹0
💳
Total Outstanding
₹0
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👋
Welcome to UAI CRM! Start by adding your first lead or booking.
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