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Guests

Client management for guides and outfitters

Remember every guest. Book them again.

Every booking creates or updates a client record: who they are, what they booked, what they paid, what they signed and what you noted. Returning guests are recognised, groups and companies have their own page, and the whole list is ready to email when the season opens.

Book a demo30 days free
record from every booking
Automatic
bookings, waivers, spend, notes
One page
corporate and group clients
Groups
imports from any system
CSV

30 days of Core free. Then from $79 a month billed yearly. No contract, and self-serve setup is free.

The Treka portal, with example data from Silverpine Adventures, a fictional operator.

How it works

How clients work in Treka

  1. Step 01

    A booking makes a client

    The first time someone books, a record is created with their name, email and phone. The next booking under the same email joins it, so the record grows with the guest rather than being typed in.

  2. Step 02

    Everything they did sits on the record

    Open a client and see their bookings, the trips they took, the waivers they signed and when, the total they have spent and the notes your team left. A returning guest is a known guest.

  3. Step 03

    Groups and companies get their own page

    A school, a corporate retreat or a club that books every year is a corporate client: a contact, their bookings across trips, and off-platform bookings you record by hand for the invoiced ones.

  4. Step 04

    The list becomes your audience

    Filter by trip, by season or by last visit and email them from the portal: next year's dates, a gift card before the holidays, a review request after the trip.

Example roster: four guests on a full-day trip, their payment and waiver status, and a nudge to the two who have not signed.

What you get

What you get

See every feature

In the portal

The real screens, with example data.

The Treka portal, with example data from Silverpine Adventures, a fictional operator.

Who uses it

Three operations that lean on this every week.

Built for

A CRM that fills itself in

Most small operators keep guests in three places: the booking platform, the inbox and someone's memory. Treka keeps them in one, and the way it does that is simple: every booking is a client event. Book once and you exist; book again and your record grows. The guide on the day sees your notes, the owner sees what you have spent, and the email that goes out in March knows you came in July.

Because the record is built from real bookings, the lists you draw from it are true. A campaign to last year's rafting guests goes to people who rafted last year.

Individuals, groups and the companies behind them

A guided trip often has a payer who is not the participant: a parent, an office manager, a club secretary. Treka keeps the individual guests, who each sign and show on the roster, apart from the corporate client who booked and pays. Off-platform bookings, the ones you invoice rather than take by card, are recorded against the corporate client too, so the revenue picture is complete.

Key facts

Automatic
record from every booking
One page
bookings, waivers, spend, notes
Groups
corporate and group clients
CSV
imports from any system

FAQ

Questions: client management

Something else? Ask the people who build it.

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Do I have to enter clients by hand?

No. Every online, phone or imported booking creates or updates the client record. You only type when you want to add a note or a client who has not booked yet.

Can I import my existing customer list?

Yes. Upload a CSV from your previous system or your inbox export. The importer reads name, email, phone and notes from the header row, shows you what it found, and saves on your confirmation.

What is a corporate client?

A company, school or club that books trips for other people. It has its own record with a contact, its bookings and any invoiced, off-platform trips, separate from the individual guests who attend.

Can I see what a guest has signed?

Yes. The client record lists the waivers they have signed across their bookings, with dates, so you can check before a trip and show it afterwards if you ever need to.

Can I email my clients from Treka?

Yes. Build a list from the client page or from a trip's guests and send a campaign, a review request or a referral invitation from the portal. Replies come to your own inbox.

Who on my team can see client details?

Owners and admins see everything. Guides see the guests on their own trips. Custom roles let you decide what finance or office staff can open.

Is this included, or an add-on?

Included in every plan. Every company starts with 30 days of Core, free. After that Core is $99 a month, or $79 a month billed yearly ($948), and Pro is $399 a month, or $329 a month billed yearly ($3,948). Pro adds custom AI agents, SEO optimization and a named contact. A custom website built by our team is quoted separately; book a demo to scope it. A 3% booking fee is added at checkout and paid by the guest; Stripe's card processing (2.9% + 30¢) is billed at cost. No contract.

Can I bring my existing trips and clients over?

Yes. Point Treka at your current website and it imports your trips, prices and photos; client lists come in from a spreadsheet or an export from your current system. Self-serve setup is free, and white-glove migration is $749 one-time on monthly plans and free on annual.

30 days of Core free

Remember every guest. Book them again.

Then from $79 a month billed yearly. No contract, and self-serve setup is free.

Book a demo30 days free See pricing

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