ADVERTISING FEATURE
How members use software in a modern travel business
I
’ve been with Protected Trust Services (PTS) since the beginning and watched every milestone come to fruition with our software. It’s become such a vital part of our membership.
I’m often asked what part of our system is used the most. We usually shout about how the PTS software is used to accurately reconcile client money in and out of trust accounts. Second to that, members are most engaged on a daily basis with the CRM and the ability to diarise clients, send and record emails and use the client itinerary feature so they can see their booking in real time.
There are areas of the software members are surprised to discover, such as finding out how simple it is to create card payment links for their clients to pay via debit or credit card. Coupled with email integration, this allows them to efficiently chase payments from clients.
So many members come to us and concentrate (quite rightly) on the client money in and out aspect. But slowly, over time, I see members playing around further in the software. We have many tutorial videos, live chat support and our member support team to answer queries.
I’m so proud of the PTS software. Seeing card payment integrations and live supplier data are real focus points for me. Equally, I love it when I see members are using features such as client quoting and the client itineraries. The continual development of these features allows them to add customised branding, which brings a huge sense of achievement.
So much comes in one package. Our members’ transactions from clients are reconciled on a daily basis between multi-currency trust accounts. They have clients’ bookings in the same CRM system that supports email integrations, client quoting, sleek client itinerary generation, unlimited users per business and user permission management, finance reporting and more.
Our team is always working hard to keep the PTS software updated and accommodate members’ requests for the little things that make running their own business that bit easier. Sometimes, the features are already there and they weren’t aware. However, we always consider member requests and look at how the potential update can work for everyone.
We have so many exciting things lined up. The next big step is to include integrations such as WhatsApp to communicate with clients; Xero accounting integration for the bookkeepers; and bookable live supplier availability across all sectors. From member requests to refining communication and making selling travel simple for every PTS member, there is so much more to come.
John
John Attreed, Protected Trust Services
Lynda Malia, Travelling Time, moved to PTS from TTA in July 2025
“I would wholeheartedly recommend Protected Trust Services. They offer a secure, seamless and genuinely supportive framework for both new and experienced travel businesses. Their compliance standards are robust, and their team is consistently approachable, responsive and ready to help with any questions.”
For more information visit
protectedtrustservices.com
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52
