Tour & Travel Management Integration in Dash SaaS - WorkDo.io

Tour & Travel Management Integration in Dash SaaS

Introduction

Tour and Travel Management is a comprehensive software solution designed to help travel businesses manage tour packages, bookings, inquiries, and related services. It provides tools for creating and maintaining tour packages, handling customer inquiries, managing bookings, and coordinating related services like hotel accommodations and transportation. The system streamlines the entire tour management process from initial customer inquiry to final booking, payment processing, and travel documentation.

How To Install the Tours and Travel Management Add-On?

To Set Up the Tours and Travel Management Add-On, you can follow this link: Setup Add-On

Dashboard Overview

  • The Dashboard provides an overview of your tour and travel business operations at a glance.
  • View the copyable Booking link at the top of the page that you can share with customers.
  • Check the status cards showing Total Tours, Total Inquiry, and Total Booking counts.
  • Analyze the Tour Bookings chart showing booking trends for the last 10 days.
  • Review the Payments chart displaying payment activity over the last 10 days.
  • This gives you a quick snapshot of your business performance and recent activity.
  • Tour Travel Management

System Setup: Tour Season

  1. Click the “create” button on the Tour Season list page.
  2. Enter the Season Name (such as “Summer 2025” or “Winter Holiday”).
  3. Click “Save” to create the season.
  4. The list page displays all seasons with their names.
  5. You can Edit or Delete any season using the action buttons.
  6. Tour Travel Management

Transport Type

  1. Click the “create” button on the Transport Type list page.
  2. Enter the Transport Type (such as “Bus”, “Flight”, or “Train”).
  3. Click “Save” to create the transport type.
  4. The list page shows all transport types with their names.
  5. You can Edit or Delete any transport type using the action buttons.
  6. Tour Travel Management

Manage Tour

  1. Click the “create” button on the Manage Tour list page.
  2. Enter basic tour details: Tour Name, From (origin location), To (destination), Tour Days, Tour Date Of Publish, Transport Type, Available Seat, Adult Price, Child Price.
  3. Add schedule information by clicking the “create” button in the repeater section for each tour schedule: Tour Start Date, Tour End Date, Season Name, Booking Start Date, Booking End Date, Total Seat, Number of Days, Number of Nights.
  4. Click “Save” to create the tour.
  5. The list page displays all tours with columns showing No, Tour Name, From, To, Tour Date Of Publish, and Tour Days.
  6. You can perform actions like Convert to Tour Booking, More Tour Details, View, Edit, or Delete.
  7. Click the “Convert to Tour Booking” button from the Manage Tour list page.
    • A list of tour inquiry details will appear, displaying: Destination, Person Name, No of Persons, and select the desired inquiry using the checkbox to convert it into a booking for the selected tour.
  8. Click the “Tour Details” button on the Manage Tour list page.
    • A form will open, allowing you to add day-wise tour schedules with the following details: Title, Date, Time, Description.
  9. Click “Save” to add all the day-wise tour details.
  10. Tour Travel Management

Manage Tour Bookings

  • Use the Search and Export buttons to find or extract booking information.
  • The list shows No, Tour Name, Status (Paid/Unpaid), Customer Name, No of people, Tour Start Date, Tour End Date, and Tour Days.
  • Click “Show” to open the Tour Booking Details page with various tabs.
  • Tour Travel Management

Tour Information Tab

View complete tour details including all variations of the same tour with different dates.

Tour Travel Management

See day-wise tour information in the More Tour Details section.

Tour Travel Management

Person Details

  • Click the “create” button in the Person Details section.
  • Enter Person Name, Email ID, and Mobile No for each traveler.
  • Click “Save”.
  • The list shows all added persons with Edit and Delete options.

Tour Inquiry List

  • View all inquiries related to this booking.
  • Click “Add Payment” for unpaid inquiries.
  • Enter Date, Amount, Description, Reference, and upload Payment Receipt.
  • Click “Save”.

Payment Details

  • View all payment records.
  • Use the Receipt button to download or preview receipts.
Tour Travel Management

Hotel Booking Details Tab

  • Click the “create” button (only available if the Hotel Room Management add-on is active).
  • Select the Tour Inquiry.
  • The Email ID will be automatically filled from the inquiry.
  • Enter Password.
  • Select Person Name from the Person Details.
  • Select Room from the Hotel Room Management add-on.
  • Enter Check In and Check Out dates.
  • Enter Total Room (default is 1).
  • The Total Rent will be calculated automatically based on the selected room.
  • Select Payment Method from available options.
  • Set Payment Status (Paid/Unpaid).
  • Click “Save”.
  • The list shows all hotel bookings with relevant details.
  • You can Edit bookings to change the person staying in the room.
  • Tour Travel Management

Travel Documents Tab

  • Click the “create” button on the Travel Documents tab.
  • Enter Document Type (such as “Passport” or “Visa”).
  • Fill in the Requirements field with necessary details.
  • Add a Description explaining the document’s purpose.
  • Click “Save” to add the document information.
  • The list displays all document entries with columns showing Document Type, Requirements, and Description.
  • You can Edit or Delete any entry using the action buttons.
  • Tour Travel Management

Transport Bookings Tab

  • Click the “create” button on the Transport Bookings tab.
  • Select Transport Type from options created in System Setup.
  • Enter Departure Location.
  • Enter Arrival Location.
  • Select Departure Date/Time.
  • Select Arrival Date/Time.
  • Click “Save” to add the transport booking.
  • The list shows all transport bookings with relevant details.
  • You can Edit or Delete any entry using the action buttons.
  • Tour Travel Management

Manage Tourist Inquiry

  • Click the “create” button on the Manage Tourist Inquiry page.
  • Select a Tour Name from tours created in the Manage Tour section.
  • Available Tour Dates will automatically populate based on the selected tour.
  • Enter customer information: Person Name, Email Id, Mobile No, Address.
  • Enter inquiry details: Tour Inquiry Date, Tour Start Date, Tour End Date, No of Person, No of Adult, No of Child, Budget Minimum, Budget Maximum, Tour Destination, Country, No of Days, No of Nights.
  • Review the Cost Summary at the bottom showing Per Adult Cost, Per Child Cost, Total Adult Cost, Total Child Cost, Total Amount.
  • Click “Save” to create the inquiry.
  • The list page displays all inquiries with relevant columns.
  • You can View, Edit, or Delete any inquiry using the action buttons.
  • Tour Travel Management

Manage Tour Guides

  • Click the “create” button on the Manage Tour Guides page.
  • Enter guide information: Name, Languages Spoken, Expertise, Availability Status, Mobile No.
  • Click “Save” to add the tour guide.
  • The list page shows all tour guides with relevant details.
  • You can edit or delete any guide using the action buttons.
  • Tour Travel Management

Manage Promotions

  • Click the “create” button on the Manage Promotions page.
  • Enter promotion details: Promotion Code, Discount (%), Valid From date, Valid To date, Status, Description.
  • Click “Save” to create the promotion.
  • The list page displays all promotions with relevant columns.
  • You can view promotion details, Edit, or delete any promotion using the action buttons.
  • Tour Travel Management

Manage Travel Insurance

  • Click the “create” button on the Manage Travel Insurance page.
  • Select a Tour Name from the tours created in the Manage Tour.
  • Enter insurance details: Insurance Provider, Policy Number, Price, Valid From date, Valid To date, Coverage Details.
  • Click “Save” to add the insurance option.
  • The list page shows all insurance options with relevant details.
  • You can edit or delete any insurance entry using the action buttons.
  • Tour Travel Management

Tour & Travel Booking (Website)

Main Website Features

  • The header contains the logo, language selection, title, and short description.
  • A counter shows the number of available tours with a brief description.
  • Tour cards display: Tour Name, From, To, Tour Days, Available Seat, Read More Button.
Tour Travel Management

Tour Information Page

  • When a customer clicks the “Read More” button, the detailed Tour Information Page opens.
  • The page shows comprehensive tour information including Tour Name, Tour Days, Tour Publish Date.
  • All variations of the same tour with different dates, seasons, etc. are displayed.
  • An Apply For Booking Button is available for customers to proceed.
Tour Travel Management

Tour Booking Page

  • When a customer clicks the “Apply For Booking” button, the Tour Booking Page opens.
  • The page contains a header and an Inquiry Form.
  • The form includes fields for Tour Name, Available Tour Dates, Person Name, Email Id, Mobile No, Address, Tour Inquiry Date, Tour Start Date, Tour End Date, No of Person, No of Adult, No of Child, Budget Minimum, Budget Maximum, Tour Destination, Country, No of Days, No of Nights.
  • A Cost Summary shows Per Adult Cost, Per Child Cost, Total Adult Cost, Total Child Cost, Total Amount.
  • The customer can submit the form to create a tour inquiry.
Tour Travel Management
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