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📤 Sharing & tracking

How do I create the traveler portal, invite the client, and what appears there?

The traveler portal is a private post-sale space for your client: their trip across 3 tabs (General information, Itinerary and Attachments), with access via magic link, no passwords. It's created from the proposal itself.

  1. 1Open the proposal → «Traveler portal» tab → «Activate portal».
  2. 2Invite the client: enter their email and click «Send link». They receive a magic link to sign in (you can add several travelers).
  3. 3Write a «Message for the traveler» (welcome or instructions); it supports {cliente} and appears in «General information».
  4. 4Upload documents in «Vouchers and documents»: choose the category (✈️ Flight, 🏨 Hotel, 🚗 Transfer, 🎟️ Activity, 🛳️ Cruise, 🛡️ Insurance, 📄 Document), attach the PDF or image and, if you want, date and booking reference. You don't have to fill in everything.
  5. 5Complete «Emergency information»: 24/7 phone, WhatsApp and useful contacts.

Consejo: The traveler sees three tabs: «General information» (your message + useful phone numbers), «Itinerary» (day by day, taken automatically from the proposal) and «Attachments» (their vouchers, highlighted when there are documents). You only add the message, the vouchers and the emergency info; the itinerary already comes from the proposal.

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Still have questions? Write to us at hola@proposal.travel and we'll help.