1. Sign in

• Open the site and sign in with your own email and password. The top bar shows “Signed in as <your name>”.
• Every quote and sale you make is recorded against your login, so always use your own.
• For your security you’re signed out automatically after about 30 minutes of no activity — just sign in again.

2. Make a quote — step by step

1. Add the flights. Drag an airline/GDS screenshot anywhere on the page (or click “Choose screenshot(s)”), or click “Paste text instead” and paste the GDS/PNR text or airline email. The system reads the flights, airline, cabin and airports automatically. You can add several options at once.
2. Set the passengers. At the top set the number of Adults, Children (2–11) and Infants (under 2).
3. Enter the fares. In each option type the fare per person for Adult / Child / Infant — the grand total is worked out for the passenger count.
4. Add the client (required). Open “Trip & agency details” and fill the Client name and Client mobile / contact number (both marked with a red *). A quote can’t be saved, downloaded or sent until these are filled.
5. Your details fill in automatically. Your name, mobile and email (and the agency contact line) come from your login — you can edit them if you’re sending on a colleague’s behalf.
6. Travel insurance (always consider it). The insurance box starts switched off. Open “Travel insurance — Smart Pro”, tick it on, set the number of travellers per age band and the trip length (it can fill from the flights). When you save, the system reminds you that insurance is compulsory to offer — add it, or confirm you’re skipping it.
7. Fare rules (optional). Use “✨ Paste policy text” on an option to paste the cancellation / date-change rules — the system rewrites them in simple language.
8. Save the quote. Click “💾 Save quote”. Until you do, the top bar shows “● Not saved” in red. Saving stores it permanently in the cloud with a record of who made it and when.
9. Send it. Now “⤓ Preview & download PDF” and “📲 Send on WhatsApp” work. WhatsApp opens a chat with the client’s number — even if it isn’t saved in the phone — and you attach the downloaded PDF.

Remember the order: fill client → Save → then download / send. Editing after saving turns the bar back to “Not saved” until you save again.

3. Find & reuse old quotes — 📁 Quotes

• Click “📁 Quotes” to search past quotes by client name, contact number, destination, travel date, quote number or created date.
• Open a quote to keep editing it (saving updates the same record). Duplicate it to start a new quote from an old one as a template — it gets a fresh quote number when you save.
• You see your own quotes; an admin can see everyone’s and filter by staff member.

4. Record a confirmed sale — ✅ Confirm sale

• When a client books, click “✅ Confirm sale”, pick which option they booked, and enter the ticket and/or insurance amount. This feeds the sales dashboard.
• A sale is counted in the month you confirm it — so a May quote booked in June counts in June.

5. See performance — 📊 Sales

• “📊 Sales” shows the monthly leaderboard (quotes made, tickets, insurance, totals). Pick a month from the list. Admins see all amounts; staff see counts and their own figures.

6. For admins — 👥 Staff

• Add a login for each staff member (name, email, temporary password, initials, role). Then send it to them with the one-click Email / WhatsApp buttons.
• Edit anyone to set their mobile and initials, change their role (Staff / Admin), or 🔑 Reset password; and Enable / Disable a login.
• Initials matter: they appear in that person’s quote numbers, e.g. SVT-VP-2026-JUN-0001 (company-initials-year-month-number, restarting each month for each person).

Good to know

• The cheapest option is auto-marked “Lowest fare” and the quickest “Fastest.”
• Airports show as City (CODE), and the journey time and trip length are worked out for you. If a screenshot doesn’t show a terminal, none is invented.
• The PDF shows a “Your travel consultant” box with your name, a tap-to-chat WhatsApp link, your email and a QR code — so the client always reaches you directly.
• “🗑 Clear all” starts a fresh quote (your name/number stay; insurance resets to off). “📂 Saved quotes” are quick local copies on this computer; “📁 Quotes” is the full cloud history.