Obtaining client information using the client vault

Available to Suitcase, Trunk and Private plans only.

If you need to obtain information from your clients after they have approved a trip proposal (ie. once an 'upcoming' trip), such as passport numbers or dietary information, you'll find our client vault feature extremely useful. The client vault allows your clients to upload the required information using the mobile app. The data shared will be encrypted.

In order to use the client vault, you need to:

  1. enable the vault at 'upcoming' trip level;

  2. add your clients to the 'Traveller' section of the 'upcoming' trip; and

  3. invite your clients to view the 'upcoming' trip itinerary on the app.

...and your client needs to download and sign up to the TripMapper mobile app.

The client vault is not enabled globally; it is only enabled at trip level. To enable the client vault on an upcoming trip, please follow the steps below:

  1. Select the applicable upcoming trip.

  2. Click 'Manage' at the top of your screen.

  3. In the 'General Settings' tab, turn the vault switch to 'on' to enable the client vault functionality for that trip.

  1. Click the 'Save' button.

  2. Click the 'Travellers' tab and add all travellers going on the trip.

You will only be able to obtain information from travellers listed on the 'Travellers' tab, so make sure you add them to the 'Travellers' tab before inviting them to access their itinerary in the mobile app in the 'Invite' tab.

As a side note, in this 'Travellers' tab, you will be able to:

  • View the client's contact information and trip history

  • View vault information (only after inviting the client to the mobile app, and the traveller has submitted information via the app)

  • Remove the traveller from the trip

  1. When you are ready to invite the traveller to access the final itinerary, invite travellers to the mobile app by clicking on the 'Invite' tab and inviting the travellers by clicking the '+Invite' button.

  1. When your client accesses the trip on the mobile app, they will be prompted to upload the information you've requested:

Once your clients have submitted the information, they will not be able to amend it and will be told to contact you directly if they need to make any changes (as seen above in the screenshot furthest on the right).

  1. You will be able to view the information your client has submitted by selecting the applicable upcoming trip and clicking the 'Travellers' tab.

If data has been submitted, the 'Data' icon will be shown in green.

If data has been submitted but the passport has expired or is near expiry, the 'Data' icon will be shown in red.

  1. Click the '...' button to the right of the traveller and then click 'View Vault.'

  1. Click 'Unlock Vault' to review all the information submitted by the client.

  1. When promoted input your account password to view all the information submitted by the client.

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