--- title: "Travel agency App template: enquiries, supplier quotes, proposals and bookings | Kylon apps gallery" description: "An App template for a travel agency trip desk: enquiries with the brief in fields, supplier quotes per trip, versioned proposals with an approver, bookings with deposits and balances, and pre-departure checks, with demo records to open it on." url: "https://kylon.io/ja/fork/travel-desk" language: "ja" --- [アプリ一覧へ戻る](https://kylon.io/ja/fork) Travel / App template # Travel Desk A custom trip is one brief and seven supplier conversations that all have to hold the same dates and the same party. This template keeps the enquiry, the travellers, every supplier quote, each version of the proposal, the deposit and balance, and the pre-departure check on one set of linked records, so the state of a trip is a fact on the screen rather than a search through someone's inbox. [コピーして始める](https://app.kylon.io/sign-up?build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Ftravel-desk-template.zip+and+build+me+a+travel+agency+trip+desk+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+trips%2C+travellers%2C+suppliers%2C+quotes%2C+proposals%2C+bookings+and+departure+checks%2C+so+the+pipeline+is+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+clients%2C+do+not+connect+our+mailbox%2C+calendar+or+payment+accounts%2C+and+ask+me+before+anything+real+goes+in.) [プロンプトを見る](https://kylon.io/ja/fork/travel-desk#instruction) ## 画面に並ぶもの 01 ### The brief lives in fields Party size, dates, budget band, destination, travel style, accessibility and dietary notes sit on the trip record, so every supplier request and every proposal reads from the same facts. 02 ### Quotes hang off the trip Each supplier quote is its own line against the trip: requested, received, selected or declined, with net cost and sell price. The proposal is built from the selected lines. 03 ### A proposal has versions and an approver A proposal moves through draft, approval, sent and accepted, and a revision is a new version rather than an overwrite. The approver named on it signs it off before it goes out. 04 ### After the deposit, a dated check An accepted proposal opens the booking with its deposit and balance, and a departure check for passports, the rooming list, dietary notes and documents. A passport inside six months of the return date holds the check open. ## 実際の画面 ![Trip list with status, departure date, party size, budget band and next step](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Ftravel-desk%2Ftrips.webp&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) Trips. One line per enquiry, with the stage, the departure date, the party, the budget band and the next step. ![Supplier quote list with service, sell price, currency and status per trip](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Ftravel-desk%2Fquotes.webp&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) Quotes. What each supplier quoted against each trip, and which lines were selected for the proposal. ![Proposal list with version, total price, currency and approval status](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Ftravel-desk%2Fproposals.webp&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) Proposals. Every version kept, with the total and who has to approve it before it goes to the client. ## テンプレートが決めていない3つのこと - Which trip stages your desk actually uses, and what you call them. - Who approves a proposal, and whether the advisor or a senior planner owns the margin. - Which pre-departure items a trip cannot leave without, and how far ahead each one is due. 同梱の手順書に沿って、AIエージェントがこの3点を順に確認します。 ## Questions people ask first ### Is this a booking engine? It is the coordination record around the booking: the enquiry, the supplier quotes, the proposal, the deposit and balance, and the pre-departure check. Reservations stay with the suppliers and the tools you already book through. ### Does it email suppliers or clients? Not on its own. Mail is not connected in the template, so the App records what was asked, what came back and what was sent. Connect a mailbox and your agent can draft supplier requests and proposals from the trip record for you to send. ### Can it check passports before a trip leaves? Yes, against the dates on the record. The departure check stays open while any traveller's passport expiry is missing or falls inside six months of the return date, and while the balance is not recorded as received. ## AIエージェントに貼り付けるプロンプト Every client, traveller, supplier, price and email that ships with it is invented and labelled DEMO, and the addresses sit on a reserved .example domain, so the first screen is safe to show anyone. Mail, calendar, payments and booking systems are not connected: sending a proposal or recording a deposit records the fact inside the App and sends nothing out until you connect an account. Download https://kylon.io/app-templates/travel-desk-template.zip and build me a travel agency trip desk from it. Unpack it, read README.md and TEMPLATE\_GUIDE.md, and follow them: create the App, provision its database, copy the source into the checkout, replace the placeholder app id and base URL, then push a draft and send me the link. Never run SQL by hand. The numbered files in db/migrations apply themselves in order to a new empty database and seed the demo trips, travellers, suppliers, quotes, proposals, bookings and departure checks, so the pipeline is full on the first open. Leave those rows in. Then stop. Do not import our real clients, do not connect our mailbox, calendar or payment accounts, and ask me before anything real goes in. ## ギャラリーの他のアプリ [![営業CRMテンプレートのパイプライン一覧。各商談の隣に変換元リードの列が並ぶ](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fcrm%2Fpipeline.png&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) 営業 / アプリテンプレート ### 汎用CRM リード、取引先、担当者、商談を1つのアプリにまとめます。リードを変換すると、取引先と担当者と商談が同時に作成され、商談側からも元の問い合わせを確認できます。 ](https://kylon.io/ja/fork/crm)[![代理店提案分と自社開拓分のクリエイターをまとめたクリエイター名簿のテーブル](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fcreator-crm%2Fshot-roster.png&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) マーケティング / アプリテンプレート ### クリエイター管理 名簿は1つ。連絡のやり取りから投稿後の登録数までを、同じ行で追えます。 ](https://kylon.io/ja/fork/creator-crm)[![クリエイターのGMV順に並んだ期限超過サンプルの作業キュー](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fsampling-desk%2Fshot-queue.png&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) EC / アプリテンプレート ### サンプリングデスク 到着済みで、まだ投稿になっていない案件だけを並べた1つの作業キュー。 ](https://kylon.io/ja/fork/sampling-desk)[![ステージ、次の対応、担当者、期日を並べたリフォーム案件のパイプライン一覧](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fremodeling-crm%2Flist.png&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) 建設・リフォーム / アプリテンプレート ### リフォーム営業CRM 住宅リフォーム営業のための1つのボード。条件確認、現地相談、見積、そして設計・調査料の回収まで。 ](https://kylon.io/ja/fork/remodeling-crm)[![募集中の求人、空き枠、選考中の応募、承認待ちのオファーを並べた採用の概要画面](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fhiring%2Flist.png&w=3840&q=75&dpl=dpl_JQZYJoZ9Ri4sZ3AQx8obn8f4FAGt) 採用 / アプリテンプレート ### 採用ワークスペース 自社採用の記録を1つのアプリにまとめます。求人と募集枠、選考段階ごとの応募、評価シート付きの面接、オファーの承認、入社手続きの引き継ぎまでを同じ場所で扱います。 ](https://kylon.io/ja/fork/hiring) ## できあがる画面は、この通りにはなりません。 それで構いません。テンプレートは出発点です。ここから自社の進め方に合わせて、AIエージェントと一緒に手を入れていきます。 [コピーして始める](https://app.kylon.io/sign-up?build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Ftravel-desk-template.zip+and+build+me+a+travel+agency+trip+desk+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+trips%2C+travellers%2C+suppliers%2C+quotes%2C+proposals%2C+bookings+and+departure+checks%2C+so+the+pipeline+is+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+clients%2C+do+not+connect+our+mailbox%2C+calendar+or+payment+accounts%2C+and+ask+me+before+anything+real+goes+in.)