Can I save my regular customers' passport and contact details in the software so I do not have to ask for them every time they book?

General Questions
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Asked by Divya Rao 📅 Oct 5, 2026 10:05 AM

Can I save my regular customers' passport and contact details in the software so I do not have to ask for them every time they book?

Answer

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Answered by Kavita Menon 📅 Oct 5, 2026 10:09 AM

Yes, in most cases you can. Travel agency software normally keeps a customer record where you store the name as it appears on the passport, date of birth, nationality, document number and expiry date, contact details and preferences such as meals or seating. Once that record exists you select the traveller when you start a new booking and the fields fill in for you, which saves a lot of retyping for corporate clients and repeat holiday customers.

There are limits worth knowing before you depend on it. Some airlines and suppliers want passport information entered at the time of booking or collected again at check in, so a saved profile speeds up your work but does not always remove the step. Extras such as a reminder when a document is close to expiring, or space to upload a scanned copy of a passport or visa, depend on the plan you are on and how your portal has been set up, so please ask us rather than assume they are included.

It is also your responsibility to handle this information properly. Passport numbers and dates of birth count as personal data in most countries, so you need to collect them fairly, tell customers what you are holding, keep them only as long as you genuinely need them and remove records for people who no longer travel with you. A sensible step is to use staff access levels so that only the people who actually make bookings can see full document details.

The quickest way to see how much time this will really save you is to create one test profile, make a booking with it, and check which details carry through to the supplier and which ones you still have to type by hand.

Saved.

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