How to Get Your Clients Set Up in the App
Your clients get their own app completely free — they can view trips, message you, check documents, and stay in the loop without a single phone call. Here's how to get them on it and what they'll see once they're in.
1. How Clients Register
Getting a client into the app takes about two minutes. You send them an invite, they download the app and register — done. Here is the full process, step by step.
- 1
Generate an invite code
Open the client's detail page in your CRM and tap the invite code button. The system creates a unique, single-use code tied to that specific client record.
- 2
Share the code with your client
The app auto-generates an email with the invite code plus download links for both iOS and Android. You can also copy the code and send it however you like — text, DM, carrier pigeon.
- 3
Client downloads the app and taps Register
They grab the app from the App Store or Google Play, open it up, and tap the Register button on the welcome screen.
- 4
They enter their details
Your client fills in three things: the invite code you sent, their email address, and a password (minimum 8 characters). That is it.
- 5
Account is linked automatically
Once they register, their account is connected to their client record in your CRM. They immediately see all their bookings, itineraries, messages, and documents — everything you have set up for them.
Important
Your client must register using the same email address you have on file for them in the CRM. The invite code is single-use and tied to that specific client record — once it has been used, it cannot be reused. If something goes wrong, you can always generate a new code from their detail page.
2. What Your Clients See
Once your client is in the app, here is exactly what they have access to. Knowing this helps you set expectations and answer questions before they even come up.
Home Screen
The first thing your client sees is a clean home screen built around their trips. It includes:
Trip Detail View
When a client taps into a specific trip, they get the full picture:
- ✓Accommodation details
- ✓Tickets and activities
- ✓Dining reservations
- ✓Travelers on the trip
- ✓Important dates and deadlines
- ✓Payment summary — total cost, deposit paid, and remaining balance
Other Tabs
Messages
Per-booking conversation thread with you. Clients can send messages and see your replies in real time.
Itinerary
A day-by-day plan of their trip, exactly as you built it. Clean, organized, and easy to follow.
Documents
Any files you have shared — confirmations, vouchers, travel insurance docs, you name it.
What clients can NOT see
Your clients will never see your commission details, internal agent notes, or any other client's data. The app only shows them information about their own trips. Your business stays your business.
3. Common Client Questions (and How to Help)
These are the questions that come up most often when clients are getting started. Bookmark this section — you will probably come back to it.
"Where's my invite code?"
You send it to them — they cannot generate one themselves. Check if the original email went through, or just generate a new invite code from their client detail page and resend it.
"I can't log in"
The most common cause: they are trying to log in with a different email than the one tied to their invite code. Make sure they are using the exact email you have on file. If they forgot their password, they can use the Forgot Password flow to reset it.
"I don't see my trip"
First, verify the booking actually exists in your CRM. Then check the client record to make sure their account is linked — this means the invite code was successfully used during registration. If it was not, you may need to generate a new invite code and have them complete registration.
"How do I accept a quote?"
Pending quotes show up right on their home screen with clear Accept and Decline buttons. If they are not seeing the quote, make sure the booking status is set to a quote stage on your end so it surfaces properly in their app.
Pro Tip
When onboarding a new client for the first time, send the invite code along with a quick personal message — something like "Hey! I just set up your trip in our system. Download the app and use this code to see everything." A little context goes a long way and saves you from fielding the "what is this?" follow-up.
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