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Client portals for travel, events and hospitality

Events and bookings involve a lot of people, each with their own deadlines and documents. A portal gives vendors, speakers, guests and members one place for theirs.

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Classes and scheduling

Students and members book classes, manage their plan and pay online, and your team stops handling bookings by message.

  • Zoho Bookings
  • Zoho Billing
  • Zoho Sign
  • Zoho Books

What clients do

  • Book classes and sessions
  • Buy or change a class pack or membership
  • Pay and download invoices
  • Sign waivers before their first class

What your team gets

  • Bookings handled in Zoho Bookings
  • Memberships managed in Zoho Billing
  • Waivers signed and stored per member
  • Each member sees only their own bookings

Event vendors and sponsors

Vendors and sponsors find their deadlines, upload what you need and pay their invoices, in one place for each event.

  • Zoho Projects
  • Zoho WorkDrive
  • Zoho Sign
  • Zoho Books

What clients do

  • See their deadlines and deliverables for the event
  • Upload logos, certificates and stand plans
  • Sign their contracts
  • Pay invoices online

What your team gets

  • Deliverables tracked as tasks
  • Files stored with each vendor
  • Vendors see only their own event details
  • Invoices and payments from Zoho Books

Travel requests and itineraries

Travellers request trips, find their itineraries and documents, and submit their expenses afterwards, all in one place.

  • Zoho Forms
  • Zoho CRM
  • Zoho WorkDrive
  • Zoho Desk

What clients do

  • Submit a travel request
  • Download itineraries and travel documents
  • Raise a change or a problem during the trip
  • Upload receipts afterwards

What your team gets

  • Requests become records in Zoho CRM
  • Itineraries shared once, per traveller
  • Travellers see only their own trips
  • Problems during a trip arrive as tickets

Guest services

Guests find information about their stay, make requests and see their bill, from one place with your brand on it.

  • Zoho Desk
  • Zoho Bookings
  • Zoho Books
  • Zoho WorkDrive

What clients do

  • Find information about their stay
  • Make a request or report a problem
  • Book extras and services
  • See and pay their bill

What your team gets

  • Requests arrive as tickets for the right team
  • Bills from Zoho Books
  • Guests see only their own stay
  • A history of every request

Venue hire

Clients hiring your venue see their booking, sign the hire agreement, upload their plans and pay deposits in one place.

  • Zoho CRM
  • Zoho Sign
  • Zoho WorkDrive
  • Zoho Books

What clients do

  • See their booking and what's included
  • Sign the hire agreement
  • Upload running orders and floor plans
  • Pay deposits and the final invoice

What your team gets

  • Bookings kept as CRM records
  • Agreements signed before the date
  • Clients see only their own events
  • Deposits tracked in Zoho Books

Travel disruption claims

Passengers affected by a disruption submit a claim with their receipts and follow it through to a decision, without waiting on the phone.

  • Zoho Desk
  • Zoho Forms
  • Zoho WorkDrive
  • Zoho CRM

What clients do

  • Submit a claim for a delay or cancellation
  • Upload receipts and booking details
  • Follow the claim and answer questions
  • Download the decision letter

What your team gets

  • Claims arrive complete, as tickets
  • Receipts stored with each claim
  • Reports on claims by route and reason
  • Passengers see only their own claims

Conference speakers and sponsors

Speakers and sponsors find their deadlines, send their slides and details, and sign their agreements, without a flurry of reminder emails.

  • Zoho Projects
  • Zoho WorkDrive
  • Zoho Sign
  • Zoho Bookings

What clients do

  • See their session details and deadlines
  • Upload slides, bios and headshots
  • Sign speaker or sponsor agreements
  • Book rehearsal slots

What your team gets

  • Deadlines tracked as tasks per speaker
  • All slides in one place
  • Speakers and sponsors see only their own details
  • Agreements signed and stored

Other industries

See it for your own clients

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