Travel Files
Creating, searching, modifying and working inside travel files
13 articles
- What is a file and when do you create one?Learn what a dossier is and when to create one in TravelMind.
- How to create a new file (manual entry)Step-by-step guide to creating a new TravelMind file manually.
- How to create a file from importsLearn to import bookings directly into TravelMind
- Searching, filtering & sorting filesLearn how to find existing TravelMind files quickly.
- Understanding the tabs inside a fileLearn what each tab in a TravelMind dossier does and how to use it.
- Adding or editing travelers in a fileLearn how to add, remove, or edit travelers linked to a trip.
- Updating travel information (destination, dates, status)Learn how to update travel info in a file if trip details change.
- Adding notes vs admin notes (best practices)Know the difference between regular notes and admin notes — and how to use them correctly.
- Changing the main booker (customer)Learn how to correct or change the main customer in an existing file.
- File types: Business, Leisure & Group (when to use which?)Understand the difference between dossier types and when to select each one.
- Closing, cancelling, or reopening a dossierLearn how and when to close, cancel, or reopen a TravelMind file.
- Common mistakes to avoid when managing dossiersLearn the most frequent errors made in TravelMind and how to prevent them.
- Client communication and service standardsBest practices for quotes, cancellations, and after-sales.