Voyagr offers three account types:
Agency (organization)
Agency Member (team member within an organization)
Individual (solo advisor)
The account type determines how data is shared, how billing works, and what collaboration features are available.
How It Works
Individual Account
An Individual account is for solo travel advisors working independently. You have your own client list, bookings, and billing. No data is shared with other advisors.
Individual accounts include:
Your own client database
Your own booking history
Individual billing and subscription
Your own commission tracking
No team collaboration features
Use an Individual account if you work alone and don't need to share clients or bookings with other advisors.
Agency (Organization) Account
An Agency account is the master account for a travel agency or firm. The agency owner sets up the organization, invites team members, and manages organization-wide settings.
Agency accounts include:
Their own client database
Organization-wide reporting
Centralized billing for the entire agency
Admin controls for team member permissions
The agency owner has full control over settings, billing, and team member access.
Agency Member Account
An Agency Member account is for individual advisors who belong to an agency organization.
Agency Member accounts include:
Access to their own client database (not shared)
Individual commission tracking (within the agency)
Limited admin controls (depending on role)
Members cannot change organization settings or billing. Only the agency owner or admins can manage those.
Key Points
Individual accounts work alone with their own data and billing
Agency accounts are the top level for multi-advisor firms
Agency Members are team members within an agency
You cannot convert an Individual account to an Agency account without migrating data
Agency owners can invite unlimited members (depending on subscription plan)
Example
Scenario 1: Solo Advisor
Maria is an independent travel advisor. She signs up for an Individual account. She manages her own clients, books trips, and pays her own Voyagr subscription. She doesn't share data with anyone.
Scenario 2: Small Agency
Tom owns a travel agency with 5 advisors. He creates an Agency account and invites his team members. Each advisor becomes an Agency Member. They all have access to the shared client database, can see each other's bookings, and collaborate on trips. Tom manages billing for the entire team and sets permissions for who can do what.
Scenario 3: Agency Member
Jennifer is hired by Tom's agency. She receives an invitation and creates her Agency Member account. She can now access the agency's clients, create bookings, and track her commissions. She cannot change the agency's billing information or invite new team members (unless Tom gives her admin permissions).