You can create a new file directly in TravelMind using the “New” button under the Files tab.
Steps
Click “New” at the top of the File page.
In the pop-up window, select the type of file:
Business – for corporate trips (invoice only).
Leisure – for private or holiday trips (includes quotations, deposits, and balance invoices).
⚠️ Never use “Group” or “Other.” For group travel, always choose Leisure.
A new dossier opens automatically in the General tab.
You’ll see fields like:Client
Passengers
Travel info (dates & destinations)
Your internal notes
File details (auto-filled number & date)
Admin notes
Services
Select the client:
Type the client’s name or number (previously created under “Third”).
Choose from the dropdown list.Add travel info:
Click Edit and fill in:Departure & return dates
Country of origin and destination
Departure & arrival cities
Save with the 💾 icon.
Add notes:
“Notes” → internal remarks visible only to you and admin.
“Admin notes” → visible to accounting; cannot be edited by agents.
Add passengers:
Click Add passenger
Enter name, surname, date of birth (if known), and title.
Or select existing contacts from the client file.
Add travel services:
Use the Add Service button to list all products (flights, hotels, insurance, etc.).
See Services and Bookings for service details.
📌 Screenshot: [New file creation pop-up]
💡 Tip: Always save after each section (blue disk icon). Fields with* are mandatory.