Can my travel agency software assign new customer enquiries to the right member of staff?

General Questions
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Asked by Kavita Menon 📅 Sep 13, 2026 2:56 PM

Can my travel agency software assign new customer enquiries to the right member of staff?

Answer

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Answered by Kavita Menon 📅 Sep 13, 2026 2:59 PM

Yes, travel agency software can help you assign each new customer enquiry to a suitable member of staff. The enquiry can be given to someone based on the type of trip, destination, branch or current workload, depending on how your setup is arranged. This gives each request a clear owner and reduces the chance of it being missed.

Staff can usually see which enquiries belong to them, what stage each enquiry has reached and whether a customer is waiting for a reply. A manager may also be able to move an enquiry to another person when someone is absent or when specialist help is needed. Access can be controlled so staff only see the enquiries and bookings they are allowed to handle.

The exact assignment options depend on the software plan and the workflow available to your business. Some setups may assign enquiries automatically, while others may require a manager to choose a staff member. Enquiries received outside the booking portal may also need to be entered before they can be assigned and followed.

Before choosing your setup, check how enquiries reach your business, who should receive them and whether you need automatic assignment or a simple shared view for your team.

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