Itsy Documentation
Functional documentation for the Itsy travel agency platform.
Welcome to the Itsy documentation. Whether you are setting up your workspace for the first time or looking up a specific feature, this guide covers how the platform works and how to get the most out of it for your travel agency.
What is Itsy?
Itsy is a travel agency platform that brings bookings, payments, customer management, and automated communications into one place. It serves travel agencies of any size — from small tour operators running a handful of departures to larger agencies managing hundreds of trips across multiple suppliers.
Documentation Sections
- About Itsy — What Itsy is, who it's for, and what the customer portal looks like
- Dashboard — Your workspace at a glance: turnover metrics, recent activity, and items that need attention
- Orders — Create and manage customer bookings, invoices, and order workflows
- Trips — Build trip itineraries with products, series, and categories
- Inventory — Manage your centralized product catalog
- Actions — Automate email notifications triggered by events and schedules
- Reports — Generate and manage reports
- Data — Configure reference data: locations, suppliers, segments, payment methods, and more
- Settings — Manage workspace configuration, team members, email templates, payment providers, and billing
Additional Resources
- Learn — Tutorial videos covering common workflows, accessible from the sidebar
- What's New — A changelog of recent updates to the platform, accessible from the sidebar