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Adding a client Every trip in Niti belongs to a client, so this is the first thing you create. Creating an inquiry Log what the client is asking for — destination, dates, group size — and get it into your pipeline. Building an itinerary A tour of the itinerary builder and the six steps every trip moves through. Pricing your itinerary How the Costing tab works, and what stays internal versus what the client actually sees. Sending it to your client Preview the branded itinerary, then share it as a link, a PDF, or a proposal with several options. Raising an invoice Confirm the itinerary, generate the invoice, and record the payment when it lands.

Managing your clients Find people in your list, read their trip history, and see what changed on a record. Importing your existing data Bring your client list over from a spreadsheet — Niti matches the columns for you.

Adding stays Put the hotels, villas and resorts into the itinerary, with rooms and rates. Visits and experiences One section for everything the client does on a day, from a temple to a safari. Adding transport Vehicles, drivers and transfers — how the group moves between stops. Flights and tickets Record flights, trains, ferries and buses — and control whether they hit your costing. The day-by-day plan Turn what you've booked into the narrative the client actually reads. Setting a payment schedule Split the trip cost into instalments — the plan your invoices are generated from. Terms and conditions Load your agency's standard terms onto a trip, and tailor them when it needs it. Supplier vouchers Generate and send the vouchers your hotels, drivers and activity providers need. Notes, documents and feedback Who sees which note, where your files live, and what happens when you log client feedback.

Creating a tour template Save a trip you'd sell again as a reusable template, with no dates and no client attached. Building a trip from a template Load a template into the itinerary you're already in, or start from the Tour Templates page.

Sending a proposal Bundle the itineraries, write a note, set an expiry, and send the client one link. Offering several options Send a client two or three itineraries in one link and let them choose. After you've sent Why edits don't reach the client until you resend, and how to confirm the booking.

The inquiry pipeline Every live inquiry as a board, so you can see what's stuck and where. Travel Radar Who is travelling, who leaves soon, and who just got back. Reports Preview the numbers on screen, or export the full dataset as CSV or PDF.

Agency profile and branding Your name, legal details, logo and brand colour — what clients see on every document you send. Currency, markup and bank details The pricing defaults every new itinerary inherits, and the payment details on every invoice. Setting up tax Define the tax lines applied to itineraries, proposals and invoices — from a country preset or your own. Terms and conditions templates Write your standard terms once so every new itinerary starts from them. Team members and roles Add colleagues, choose what they can reach, and set their default commission. Agent delegations Hand one agent temporary access to another's clients while they're away. Your profile and preferences Your name, photo, password and the currency you'd rather work in. Account security Check where you're signed in, sign out other devices, and close an account.