Simplify Guest Management and Enhance the Traveler Experience

Manage Travelers Efficiently with a Secure Online Portal
Why the Client Portal Matters
Managing multi-day tours involves tracking traveler details such as passport information, emergency contacts, dietary and medical issues, and trip-specific plans. The Rezometry Client Portal provides a secure, online space for your guests to manage their own information while keeping your records accurate and up to date, and saving you hours obtaining and entering this information.
​
And then all of this info flows to the manifests or rooming lists, and with customizable formats, you can create as many lists as needed, with only the client data needed. Now you can quickly run a manifest for a Guide, Hotel, Coach driver, Air Booker, and more.
By Empowering Travelers To Update Their Details, Tour Operators Can:
-
Reduce manual follow-ups and administrative work
-
Automatically create rooming lists and manifests
-
Improve the accuracy of information
-
Improve guest satisfaction with a professional, stress-free experience
-
Reduce booking friction by collecting client data after the sale.
What is the Rezometry Client Portal?
​
The Client Portal is a secure online platform where guests can manage their traveler details for each trip. This includes personal information, passport details, emergency contacts, travel plans, and uploaded photos. All updates sync automatically to Rezometry, ensuring accurate records.
What is the Rezometry Client Portal?
​
The Client Portal is a secure online platform where guests can manage their traveler details for each trip. This includes personal information, passport details, emergency contacts, travel plans, and uploaded photos. All updates sync automatically to Rezometry, ensuring accurate records.
Client Portal FAQ​​
What is the Rezometry Client Portal?
​
The Client Portal is a secure online platform where guests can manage their traveler details for each trip. This includes personal information, passport details, emergency contacts, travel plans, and uploaded photos. All updates sync automatically in real-time to Rezometry, ensuring accurate records.
How do guests access the portal?
​
Guests receive a Welcome Letter, customized completely by you, after booking, which includes a portal link. First-time guests get a temporary password, while returning guests can log in with their existing credentials or reset their password. Guests log in using the email associated with their Rezometry contact record.
What traveler information can be managed in the portal?​
​
Guests can update:
-
Name, address, email, and phone
-
Passport Name
-
Passport photo for verification
-
Emergency contacts and address
-
Trip-specific travel details (e.g., arrival to the departure city)
-
Dietary and Medical Allergies
-
Trip participant info to share info about yourself on the trip
-
Custom questions
This information appears in Rezometry manifests, and is used in the booking process.
Can I collect custom information from guests?
​
Yes. Tour operators can create custom questions to gather additional details such as dietary preferences, shoe size, or experience level. Responses are saved in Rezometry, displayed in manifests, and accessible in the portal for guests to review.
How does the portal handle repeat travelers?
​
Returning guests use their existing login and can update information for new trips. Sending a Welcome Letter for each trip ensures that all traveler information stays current without duplicating records.
Does the portal integrate with online bookings?
​
Yes. Rezometry’s Online Booking Engine can automatically send the portal link via the Welcome Letter after each booking. This ensures that all guests can securely update information without manual follow-ups.
Can the portal handle group or multi-trip travelers?
​
Absolutely. Each guest’s information is tied to their individual contact record and sales order. Travelers can update details for multiple trips, and operators can view per-trip updates for groups or repeat guests.
Can guests upload documents in the portal?
​
Yes. Guests can upload profile photos and passport images. This allows you to verify identities and keep important information organized within Rezometry.
How does the portal reduce administrative workload?
​
By letting guests manage their own information, you spend less time manually entering data, sending reminders, or following up on missing details. Everything is synced in Rezometry, ready for manifests, reports, and sales orders.
How does the portal enhance the traveler experience?
​
Guests can securely update their information anytime, upload documents, and view trip-specific details without contacting your office. This creates a smooth, professional experience that builds trust and satisfaction.
Is the portal secure?
​
Yes. All data is encrypted, securely transmitted, and protected by industry-standard security protocols. Traveler information and uploaded documents are kept safe.
How can the company ensure all the data is collected?
​
You can quickly run a manifest report that shows all the guests and their information for each trip.
Key Benefits Of Using
The Client Portal
-
Secure, online guest management - travelers update their own information anytime.
-
Customizable questions and data fields - gather all the details you need for each trip.
-
Integrated with Rezometry back office - manifests, sales orders, and reports are automatically updated.
-
Reduces Friction During Booking - gather the details after the sale.
-
Supports repeat and group travelers - maintain accurate records for multiple trips.
-
Reduces manual administrative work - free up time for operations and customer service.
-
Improves traveler satisfaction - provide a professional, convenient experience.
