Total Commission
100% commission retained
Advisor OS
At-a-glance
Search, trip management, and gating logic now share the same shell. The free tier is enforced directly inside the trip workflow instead of being implied in static copy.
Total Commission
100% commission retained
Active Trips
Free tier capacity
New Leads
CRM unlocks on Basic
Trip Manager
Free tier advisors can manage three active trips at once. The button behavior changes as soon as the cap is hit.
Trips: 2/3
You still have room for one more active trip before the free-tier gate applies.
Client
Destination
Santorini, Greece
DatesTBD
ValueNot set
Client
Destination
Amalfi Coast, Italy
DatesTBD
ValueNot set
Financial Vault
This section tracks client sale volume, 100% commission retention, and payout movement. Merchant-of-record features stay behind the Basic paywall.
Connect status: Not connected
Ava Bennett
Demo merchant ledger row
Invoice: Open
Marcus Rivera
Demo merchant ledger row
Invoice: Paid
Elena Brooks
Demo merchant ledger row
Invoice: Open
Upgrade to Basic to keep 100% of your commission and expose payment links, escrow status, and payout tracking.
AI Planner
Draft the first itinerary pass, then route the result into client email or social marketing workflows on the Pro tier.
Canvas
Luxury honeymoon draft
Hotel
Santorini cave-suite base with caldera views, private plunge pools, and honeymoon positioning.
Hotel
Peloponnese resort stop for a slower luxury finish after the island circuit.
Experience
Crewed catamaran routing with swim stops, sunset return, and onboard dining.
Experience
Arrival-day cultural anchor with an expert guide and private transfer.