A File is the main travel file in TravelMind — it gathers every detail of a client’s trip: bookings, invoices, documents, travelers, and notes. Each new booking, quotation, or group trip must be registered under its own dossier.
When to create a new file
You create a new file when:
You start a new trip, booking, or quotation for a client.
The client changes destination, travel period, or supplier.
A gift voucher is used for a new trip (create a new file, link to the original voucher file).
When not to create a new file
When only a service is added or modified in an existing trip.
When the client requests a minor change (e.g., new flight or extra hotel night).
You can simply edit or copy a service line instead.
💡 Tip: Each file has a unique number and can be linked to others (e.g., voucher or group files). Always note related file numbers in the Notes field.
📌 Screenshot: [Example of a file overview]