Program Travel Files (PTFs)
The core record for every trip: proposal, plan, costs, and paperwork on one numbered file.
- Drag-and-drop, day-by-day trip builder
- Rooms and room-level guest assignment
- Multiple working drafts per trip, with compare, restore, and finalize
- Reusable trip lines applied to new files
- PTF numbering, statuses, and one-click cloning
- Secure file sharing between users and companies
Client itineraries
Turn any file into a polished, on-brand document clients love to read.
- Branded layouts with your logo, plus co-branding with a partner's
- Photography and per-day detail
- Draft and final versions, with vendor contacts protected until the final version
- Start, end, and pickup times and locations, all templated out
- Versioned terms & conditions, recommendations, and end notes
- Per-destination "before you go" guidance
- Print-ready and shareable electronic versions
Vendors
A clean, living directory of who and what you book.
- Vendor profiles with contacts and destinations
- Bookable items with photo libraries
- Categories and flexible classification
- Duplicate detection on save to keep data tidy
- Jump straight from a trip line to the source item
Financials & commissions
Margin is calculated as you build, never an afterthought.
- A visual of your profit margin as the trip takes shape
- Commissions accounted for on every line
- Sales tax and credit-card fees handled automatically
- Client payments and vendor payments per file
- Reports to fine-tune your spending
Coordinator splits & FX
Handle the money mechanics that spreadsheets get wrong.
- Split commissions across travel coordinators
- Partial split-payment tracking
- Foreign-exchange forward contracts
- Pay-currency handling and release-to-pool
- Accounting hand-off for forward-contract requests
Tasks & automation
Keep every trip moving without living in a checklist app.
- Tasks with assignees, tags, comments, and activity log
- Reusable task templates
- Automated reminder rules that create the right follow-ups
- Activity and reminder calendars so you can see what's coming
- Assignment alerts and a configurable per-company email provider
Reporting & dashboard
See the health of the business at a glance.
- At-a-glance dashboard of what needs attention
- Reporting across trips, vendors, and financials
- Filters to slice by the dimensions that matter
- Profit, commission, and spending insight across the business
- Every file feeds a real database, so your data becomes leverageable information
Administration & multi-company
Built for single users as well as teams, partners, and multiple brands.
- Works solo: one person can fulfill every role themselves
- Multi-company (multi-tenant) architecture
- Users, roles, and user groups
- Travel groups and partner contacts
- Internal bulletins for team communication
- Soft-delete with a recoverable trash / restore
- Created/updated audit trails on records
Branding & settings
Make POM look and behave like your business.
- Primary and co-brand logo uploads
- Content libraries: terms, recommendations, end notes
- "What's Included" content seeded into every new PTF
- PTF numbering control
- Email sender identity and provider configuration
