UAI Tour & Travel

✈️

Confirmed Bookings

0

All time

💰

Revenue

₹0

All time

⏳

Pending Packages

0

Awaiting confirmation

📌

Pending Follow-ups

0

Due this week

📋 Recent Bookings

Client	Package	Travel Date	Status	Amount	By
📋 No bookings yet

⚡ Activity Feed

⚡

No activity yet

📌 Today's Follow-ups

📌

No follow-ups today

🎯 Lead Sources

👥 Staff Performance

👤

No staff accounts yet

💰 Payment Alerts

💰

No pending payments

🎯 Lead Reminders

🎯

All leads are up to date

S

Staff Member

Viewing your personal stats · UAI Tour & Travel

👤 STAFF

⏳

Pending Packages

0

Awaiting confirmation

✈️

Confirmed Bookings

0

Your confirmed packages

💰

My Revenue

₹0

From confirmed bookings

📌

Pending Follow-ups

0

Follow-ups + pending pkg

🔄 My Sales Pipeline

📋 My Bookings

Client	Package	Travel Date	Status	Amount	Actions
📋 No bookings yet

📌 Today's Follow-ups

📌

No follow-ups today

⚠ Overdue Follow-ups

✅

All caught up!

🎯 My Leads

Client	Source	Package	Status	Added	Actions
🎯 No leads yet

🚙 My Car-Only Entries

View, edit and print slips for your car bookings

👤 Client Details

Salutation

Mr. Mrs. Ms. Dr.

Client Name *

Phone *

Email

Address

✈️ Travel Details

Pickup Location

Drop Location

Arrival Date

Departure Date

Package Duration

Hotel Category / Package Type

Adults

Children

Rooms

Cab Type

AC / Non-AC

❄️ AC 🌬️ Non-AC

Driver Name

Driver Phone

Vehicle Number

Cab Total Amount (₹)

Advance Paid to Driver (₹)

Extra Bedding

Child without Bed

🗺 Day-wise Itinerary

🗺

Select a package duration above — or click "Load Saved Itinerary" to use a template

🏨 Hotel Details

🏨

Select a package duration to assign hotels for each leg

💰 Package Cost & Payment

Cost Type

Per Person Total Package Show Both

Cost Per Person (₹)

Total Package Cost (₹)

💳 Payment Status

⏳ Pending 🟡 Partial ✅ Paid

Total Amount Due (₹)

Due Date (optional)

📈 Actual Profit (₹) — private, only you can see this

This is saved privately on the booking. It appears in Trip P&L and your dashboard stats.

📊 Package Options (Comparison)

Show 2–3 tiers side-by-side in the PDF (Budget / Standard / Premium)

Include in PDF

📸 Package Photos

Auto-filled from selected hotels · shows in PDF photo strip

+ Upload

🏔

Photos auto-appear when you select hotels above
or click to upload manually

✅ Inclusions

❌ Exclusions

📋 Terms & Conditions

📝 Recommendations & Travel Notes

Tips shown to the guest in the PDF

Itinerary Name *

Duration Tag

Route / Theme

Short Description

🏨 Hotel Legs (per destination)

Select hotels per destination — saved with this template, auto-loaded into Package Builder

🏨

Click "Add / Auto-generate Legs" to add hotels per destination.
If you've filled day titles, it will auto-detect destinations.

🏨 Hotel Details Summary

🏨

Fill in hotel names on the day cards above — they'll appear here as a summary.

📋 Overall Hotel Notes (for PDF)

✅ Inclusions

❌ Exclusions

📋 Terms & Conditions

📝 Recommendations & Travel Notes

Client	Phone	Source	Package Interest	Budget	Status	Added	By	Actions
🎯 No leads yet. Add your first lead!

#	Client	Package	Dates	Amount	💰 Profit	Payment	Status	By	Actions
📋 No bookings yet

👥

No clients yet. Save a booking to add clients.

All

Today

Upcoming

Overdue

Completed

✓	Client	Type	Notes	Due Date	Priority	By	Actions
📌 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

#	Client	Package	Dates	Amount	Payment	Status	Staff

🏢 Company Settings

Used on all PDFs, invoices and receipts.

Company Name

Tagline / Sub-heading

Address

Phone

Website

GST Number (optional)

Logo URL

🎨 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.

🚗 Default Cab Type

This cab type will be pre-selected every time you open the Package Builder.

📦 Backup & Restore

Export a full backup of all your data — bookings, leads, clients, payments, invoices, hotel library, vehicles and staff accounts. The backup file can be imported back to fully restore everything.

What's included in backup: Bookings · Clients · Leads · Hotel Payments · Cab Payments · Invoices · Hotel Library · Vehicle Library · Staff Accounts

👥 Staff Permissions

Control what staff accounts can see in the app.

📊 Trip P&L / Intelligence Section

Allow staff accounts to view the Trip P&L page and Intelligence nav section.

Off

⚠️ Danger Zone

This will permanently delete all data. Export a backup first.

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.

OPERATIONS

Payment & vendor management — can view all confirmed bookings, manage hotel & cab payments, create invoices. Cannot: create bookings, access leads, reports, or settings. Does not affect booking ownership or staff attribution.

🏨

No hotels yet. Add your first hotel!

🚗

No vehicles yet. Add your fleet.

📍

No places yet. Add your first destination!

Invoice #	Client	Package	Total	Paid	Balance	Status	Date	Actions
🧾 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

Client	Route	Dates	Days	Cab	Revenue	Advance	Balance	Staff	Actions

💡 Tip: Click the profit cell in any of your bookings to enter the actual profit. You can also enter it directly from the Bookings list or when opening a booking. Your entered value is saved immediately and used in the P&L summary.

💰

Total Revenue

₹0

📤

Total Costs

₹0

📈

Total Profit

₹0

📊

Avg Margin

0%

Booking	Client	Package	Travel Date	Revenue	Hotel Cost	Cab Cost	Total Cost	Profit	Margin

🏨

Hotel Outstanding

₹0

🚗

Cab Outstanding

₹0

💳

Total Outstanding

₹0

UAI CRM

Dashboard

Good Morning 🌄

Good Morning 🌄

Package Builder

Itinerary Builder

Leads

Bookings

Clients

Sales Pipeline

Follow-ups

Reports & Analytics

⚙️ Settings

👤 Manage Users

Hotel Library

🚗 Vehicle Library

📍 Places Library

Invoices

🏨 Hotel Payments

🚗 Cab Payments

Tour Movement Chart

🚙 Car-Only Entries

Trip P&L

Supplier Ledger