Official Travel Agent Guide

Run your travel agency on TransRentals

Follow this 20-step journey across 5 phases — from sign-up to your first booking, then daily ops at scale. Built for solo agents and growing agencies.

A

Phase A

Onboarding

Sign up · KYC · Get verified

Step 01Onboarding

Register your agency

Sign up free in 2 minutes. Enter your agency name, owner details, contact info and a secure password — no credit card needed.

What you'll do

Use your legally registered business name
Owner / proprietor name for verification
Email & phone — both will be verified
Go to Register your agency

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Step 1 of 2

Create Your Travel Agent Account

Wanderlust Tours & Travels

Use your registered business name

Priya Mehta
priya@wanderlust.in
+91 98273 65551
••••••••••

Minimum 8 characters

Continue to Agency Details →
Step 02Onboarding

Sign in to your dashboard

Use your registered email and password to access your secure travel-agent dashboard. Stay signed in on trusted devices.

What you'll do

Same email used during registration
"Keep me signed in" remembers your device
Forgot password? Reset via email OTP
Go to Sign in to your dashboard

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Travel Agent Login

Sign in to your dashboard

priya@wanderlust.in
••••••••••
Forgot password?
Sign In to Dashboard
Step 03Onboarding

Get Started — your onboarding checklist

Once logged in, the Get Started page walks you through the 3 things you need before going live: complete profile, upload KYC docs, add bank details. Finish all three to get the "Verified Partner" badge.

What you'll do

Step 1: Agency profile (GST, address, owner)
Step 2: Upload KYC documents
Step 3: Add bank account for payouts
Go to Get Started — your onboarding checklist

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3 steps to APPROVED

Get Started — Onboarding Checklist

Progress

2 of 3 done

66%

Complete Agency Profile

GST, address, owner details

Done

Upload KYC Documents

GST, PAN, Address proof

Done

Add Bank Details

For weekly payouts

Pending
Step 04Onboarding

Complete your agency profile

This is the info customers see on your public page. Fill in agency name, GST number, complete address, city and your preferred URL slug.

What you'll do

GSTIN is mandatory for invoicing
Address should match GST registration
Slug becomes your public URL: /agent/your-slug
Go to Complete your agency profile

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Public-facing info

Agency Profile

Wanderlust Tours & Travels
24ABCDE1234F1Z5
ABCDE1234F
3rd Floor, MG Road, Ahmedabad — 380009
Ahmedabad
/agent/wanderlust

Your shareable profile URL

Step 05Onboarding

Upload KYC documents

Three documents are required for verification: GST Certificate, PAN Card, and Address Proof. Admin reviews within 24-48 hours.

What you'll do

GST Certificate — clear, current, not expired
PAN Card — both sides, name matches GST
Address Proof — utility bill or rent agreement
Go to Upload KYC documents

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3 required for verification

KYC Documents

GST Certificate

Uploaded · Approved

PAN Card

Uploaded · Approved

Address Proof

Electricity bill / Rent agreement

Pending Upload
Accepted: PDF / JPG / PNG · Max 5 MB · Clear & readable
Step 06Onboarding

Add bank account for payouts

Payouts run every Monday for the previous week. Add your business bank account — account holder name should match your agency name on GST.

What you'll do

Account holder name must match agency name
IFSC code is validated against RBI master
Cancelled cheque or bank statement may be requested
Go to Add bank account for payouts

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Encrypted & secure

Bank Account for Payouts

Wanderlust Tours & Travels
•••• •••• 4521
HDFC0001234
HDFC Bank · CG Road, Ahmedabad
Payouts run every Monday for the previous week.
B

Phase B

List Your Inventory

Tours · Stays · Fleet · Public profile

Step 07List Inventory

List your tour packages

Add tours with destination, duration, starting price, day-wise itinerary, inclusions / exclusions and a cover image. Active tours appear on your public profile and become searchable.

What you'll do

Cover image — landscape, > 1200px wide
Day-wise plan boosts conversion 3x
Mark "Public" to show on your /agent page
Go to List your tour packages

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3 active · 1 draft

My Tour Packages

Kashmir Honeymoon · 6N/7D

Srinagar → Gulmarg → Pahalgam · From ₹38,000

Active

Rajasthan Heritage · 5N/6D

Jaipur → Jodhpur → Udaipur · From ₹24,500

Active

Kerala Backwaters · 4N/5D

Cochin → Munnar → Alleppey · From ₹19,800

Active

Ladakh Adventure · 8N/9D

Draft — not visible yet

Draft
Step 08List Inventory

Add properties — hotels, homestays, resorts

List places where your customers stay. Add address, room types, per-night price, amenities and photos. Pair them with tours to create complete packages.

What you'll do

Multiple room types per property supported
Add cancellation policy upfront
Photos: at least 4 — exterior, room, bathroom, view
Go to Add properties — hotels, homestays, resorts

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Hotels · Homestays · Resorts

My Properties

Heritage Haveli, Udaipur

₹4,200/night · Standard double

Active

Munnar Tea Estate Bungalow

₹6,500/night · 2BHK · Includes breakfast

Active

Goa Beachfront Villa

₹12,000/night · 3BHK · Pool

Active
Step 09List Inventory

List your fleet — vehicles & drivers

Add the vehicles you own or have tied-up — cars, tempo travellers, mini-buses. Track registration, fuel type, seating, insurance & RC expiry, and live availability calendar.

What you'll do

Insurance & RC expiry — auto reminders
Calendar prevents double-booking
Assign verified drivers per vehicle
Go to List your fleet — vehicles & drivers

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Vehicles · Drivers · Calendar

My Fleet

Toyota Innova Crysta · GJ-01-XX-1234

7 seats · Diesel · Verified driver

Available

Maruti Ertiga · GJ-01-YY-5678

6 seats · CNG · ₹14/km

On Trip

Tempo Traveller 12-seater

Bus license · ₹22/km

Available
Calendar shows live availability per vehicle. Insurance & RC expiry alerts built in.
Step 10List Inventory

Your public profile is live

After approval, your shareable page at transrentals.in/agent/your-slug goes live with logo, tours, stays, vehicles and WhatsApp / Call buttons. Share the link via Insta bio, WhatsApp status, business cards.

What you'll do

Mobile-first design — converts on phone
Verified badge after KYC for instant trust
No website needed — share one link
Go to Your public profile is live

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VERIFIED PARTNER

Wanderlust Tours & Travels

transrentals.in/agent/wanderlust

Tours

12

Stays

5

Vehicles

8

WhatsApp
Call
C

Phase C

Capture Leads

Inbound + outbound lead generation

Step 11Capture Leads

Create shareable lead-capture links

Build branded inquiry forms with a custom slug. Share one link per campaign — every submission lands in your Leads inbox with the source tagged automatically.

What you'll do

One link per campaign — Insta bio, WhatsApp status
Pre-fill trip type (One-way / Tour / Stay)
Track submissions & lead conversion per link
Go to Create shareable lead-capture links

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Embed anywhere — WhatsApp, Insta bio

Shareable Lead Capture Links

Kashmir-Honeymoon-2026Active

transrentals.in/travel-agent/lead/kashmir-honeymoon-2026

📥 24 submissions🎯 18 leads created
Goa-Group-InquiryActive

transrentals.in/travel-agent/lead/goa-group-inquiry

📥 9 submissions🎯 7 leads created
Step 12Capture Leads

Manage leads in your inbox

Every inquiry — from capture links, tour pages or manual entry — appears here. Mark priority (Hot / Warm / Cold), set next follow-up date, and move through stages: New → Contacted → Interested → Quoted → Negotiating → Booked.

What you'll do

Add lead manually for offline inquiries (calls / walk-ins)
Notes & call logs per lead — never lose context
Auto-WhatsApp button for one-tap reply
Go to Manage leads in your inbox

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34 total · 6 new today

Leads · Inbox

6

New

4

Hot

11

Quoted

9

Booked

Aarav Patel · +91 98765-43210

Kashmir · 4 pax · 12 Jun

Hot

Sneha R. · +91 90876-12345

Goa group · 14 pax · 22 Jun

New
Step 13Capture Leads

Receive tour quote requests

When a customer views your tour page and clicks "Get Quote", it lands here. Reply with price + day-wise plan inside chat — and the request automatically becomes a Lead.

What you'll do

Reply within 1 hour — conversion drops 60% after 24h
Quote with day-wise breakdown wins more
Each request auto-creates a Lead — no double-entry
Go to Receive tour quote requests

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Inbound from your tour pages

Tour Quote Requests

Kerala Backwaters · 4N/5D

Customer: Rohit M. · 6 pax · ₹19,800 starting

Awaiting Quote

Rajasthan Heritage · 5N/6D

Customer: Mehta family · 8 pax · ₹24,500 starting

Quote Sent
Every quote request becomes a Lead automatically — track it in the Pipeline.
D

Phase D

Convert to Bookings

Pipeline · Follow-ups · Close the deal

Step 14Convert

Move leads through the Pipeline

Kanban-style board showing all active leads by stage. Drag a lead from "Quoted" to "Booked" when payment is received. Visual, fast, no spreadsheet juggling.

What you'll do

Drag-drop between columns — auto-saves
LOST / COLD leads hidden by default
Filter by source, priority, value
Go to Move leads through the Pipeline

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Kanban board

Pipeline · Drag to move stages

New

6

Lead #N1

Kashmir · 4 pax

Lead #N2

Kashmir · 4 pax

Contacted

9

Lead #C1

Kashmir · 4 pax

Lead #C2

Kashmir · 4 pax

Quoted

11

Lead #Q1

Kashmir · 4 pax

Lead #Q2

Kashmir · 4 pax

Booked

4

Lead #B1

Kashmir · 4 pax

Lead #B2

Kashmir · 4 pax

Step 15Convert

Stay on top with follow-ups

For every lead, set the next follow-up date — and they all show up here, sorted by Today / Tomorrow / This week / Overdue. Browser notifications keep you reminded.

What you'll do

Bulk-mark "Done" after a call session
Overdue follow-ups bubble to top
Enable browser notifications for desktop alerts
Go to Stay on top with follow-ups

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Today · This week · Overdue

Follow-ups

Call Aarav Patel

Kashmir lead · Due in 2 hours

Today

Send revised quote to Sneha

Goa group · Due tomorrow

Tomorrow

Check in with Mehta family

Rajasthan tour · 5 days

This week
Step 16Convert

Chat with customers + share bookings

Every lead has an in-app chat thread — share itineraries, voice notes, photos and revised quotes inline. When the deal closes, generate a secure booking-share link the customer can open without signing up.

What you'll do

Voice notes and images send instantly
Booking share link works without customer login
Read receipts show when customer opens
Go to Chat with customers + share bookings

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In-app messaging + secure share links

Chats & Booking Share

Aarav Patel

Hi! Is Pahalgam included in the Day-3 plan?

Yes — full day in Pahalgam with Aru & Betaab Valley.

Share booking with customer

transrentals.in/travel-agent/booking/share/4f9c…

Copy
E

Phase E

Run Your Agency

Daily ops, money & growth

Step 17Run Agency

Your Dashboard — the daily snapshot

Open this every morning. Total leads, conversion rate, bookings, revenue this month, paid-out balance — plus a today-focus card highlighting hot leads needing action.

What you'll do

Conversion rate — your biggest health metric
"Today" card surfaces hot leads instantly
Compare month-over-month at a glance
Go to Your Dashboard — the daily snapshot

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Snapshot of your agency

Dashboard · This Month

34

Total Leads

26%

Conversion

9

Bookings

₹4.8L

Revenue

₹3.2L

Paid Out

🔥 4 hot leads need your attention today.
Step 18Run Agency

Manage all your bookings

Confirmed bookings live here — with traveler details, dates, services, payment status and trip docs. Mark as In-Progress when the trip starts, Complete when it ends.

What you'll do

Add booking manually for offline / phone deals
Edit dates, add extras, generate invoice
Trip docs (e.g., voucher) attach per booking
Go to Manage all your bookings

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Confirmed · In progress · Completed

Bookings

BK-2026-00187 · Aarav Patel

Kashmir Honeymoon · 12-18 Jun · ₹38,000

Confirmed

BK-2026-00184 · Mehta family

Rajasthan Heritage · 22-27 Jun · ₹1.96L

In Progress

BK-2026-00179 · Sharma Inc.

Corporate offsite · 30 May · ₹85,000

Completed
Step 19Run Agency

Payments & weekly earnings

See what customers paid, what is due, and what TransRentals paid you out. Weekly payouts hit your bank every Monday for the previous week — GST invoice auto-generated.

What you'll do

Drill into each booking for vendor cost vs. your margin
GST invoice auto-generated per payout
Pending amount = booked but not yet paid by customer
Go to Payments & weekly earnings

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Weekly payouts every Monday

Payments & Earnings

₹4.8L

This Month

₹38K

Pending

Payout · Week 21

HDFC •••• 4521 · 19 May 2026

₹1.12L

Payout · Week 20

HDFC •••• 4521 · 12 May 2026

₹84K
Drill into any booking to see vendor cost, your margin & GST breakdown.
Step 20Run Agency

Social feed — get discovered

Post tour highlights, customer reviews, monsoon offers — they show up in the TransRentals social feed and on your public profile. Comments & DMs land in your inbox and convert into leads.

What you'll do

Post 2-3x a week for organic reach
Tag tours / properties to make posts shoppable
Replies from posts auto-create leads
Go to Social feed — get discovered

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Get discovered organically

Social Feed

Post: Kashmir Aug-itineraries are live

2.3k impressions · 47 saves · 12 inquiries

Live

Post: Goa monsoon group rate

1.1k impressions · 31 saves · 9 inquiries

Live
Comments & DMs land in your inbox. Profile views convert to leads.

Need a hand getting started?

Our partner-success team is available 24/7 to help with onboarding, KYC, listing your first tour, or any technical issue. Average response: under 2 hours.

© 2026 TransRentals. Built for travel agents across India.