You didn’t become a travel advisor to chase confirmations, babysit deadlines, and spend your day on administrative follow-through. TripSteward handles more of the post-booking nonsense so you can get back to researching great trips, talking to clients, and selling travel.
MiloYour second pair of eyes
FionaYour second pair of handsFour quick looks at the work you get back.
Add confirmations as PDFs, screenshots, or pasted text—flights, hotels, cruises, transfers, travel insurance, and the rest of the booking. TripSteward brings the details together without making you re-enter them.
Your CRM can keep its job. So can you.A wrong flight date or a missing ride is easier to fix while there’s still time. Milo gives the whole trip a second pair of eyes.
See what Milo can doPayment coming up? The task arrives with a trip-specific email draft. Quiet stretch after deposit? A client update keeps the excitement going.
“I'll remember that” can take the day off.Hi Nora and Casey, your Icon of the Seas sailing is getting closer. I’ve checked the sailing dates and your names against the confirmations. Here’s the payment milestone and what comes next…
Written for this trip. Not pulled from a template.Fiona prepares useful client documents under your agency branding—from welcome materials to a pre-trip guide, itinerary review, and take-along contact card. These are a few examples of what she can make. You review them. Your clients see you.
See what Fiona can do We make you look good. You get all the credit.
TripSteward helps you stay ahead of the details and show up for clients between deposit and departure. It works alongside the CRM and tools you already use.
Because another piece of software should earn its place.
Your CRM helps manage clients and bookings. TripSteward picks up where most CRMs stop: after the booking. It reviews the pieces of the trip together, watches for gaps and deadlines, and helps with the follow-through that normally lives in your inbox, calendar, notes, and memory.
No. That would defeat the point. Drop in the material you already have—quotes, confirmations, PDFs, screenshots, supplier emails, and updates. TripSteward builds the trip record from those materials so you can review what it found instead of retyping the itinerary.
Things that are easy to miss across several suppliers: mismatched dates, missing transfers, tight cruise embarkation timing, overnight-flight date changes, gaps between trip segments, unverified details, and important supplier deadlines. It separates genuine problems from things that simply need verification.
Add the updated supplier material. TripSteward can compare it with what was already on file, identify what changed, and rerun the relevant checks. You stay in control of approving changes to the trip record.
No. TripSteward works for the advisor, not around the advisor. Client emails and materials are prepared for you to review. You decide what goes to the client and when, and your relationship stays front and center.
TripSteward is designed to work with the information needed to service a trip while minimizing sensitive data. We don’t need passport copies, government IDs, or similar highly sensitive documents—and TripSteward is designed to reject and remove them if they’re uploaded. Your clients’ information is used to help you manage and service their trips, not to market to them or take over the client relationship. Your clients stay your clients.
Milo is a second pair of eyes, not the final authority. Findings show what needs attention so you can review, correct, dismiss, or add updated documentation. TripSteward is built around advisor oversight rather than silently changing a booking.
Nope. Milo and Fiona are part of TripSteward. Milo is your second pair of eyes, checking the trip for things you might want to catch. Fiona is your second pair of hands, helping with the client-facing work that comes next. They don’t take vacations, call in sick, or steal your lunch from the office fridge. You’re still the travel advisor. They just help with the nonsense.
No. TripSteward is built around the trip, not a particular supplier or vacation type. Flights, hotels, cruises, tours, rail, transfers, insurance, and other trip components can live in the same trip record.
Yes. The 14-day trial is meant for exactly that. Put up to three real trips through the workflow and decide whether having the extra set of eyes and hands is worth keeping.
The free 14-day trial includes up to three trips. No credit card needed when signup opens.
See the trial plan