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.