SaneTrip Agent Portal

Signed in as: Authenticated Agent

1. Find customer

Search by part of a name, email, or the last 4 phone digits. Confirm the matching customer before continuing.

Customer details — create or edit

Customer details

Enter a new Customer or select an existing Customer above.

2. Booking details

No Customer selected.
Search for or create a Customer first.

Payment Gateway Capacity

Account Limit is treated as the monthly processing limit. Confirmed portal payments count toward usage. This is gateway capacity, not the customer’s balance or bank balance.

Payment Gateway Account Limit Used This Month Remaining Dashboard
Loading payment gateway limits...

Record an external payment

4. Booking documents

Upload a document directly to the Zoho CRM Booking record. Create the Booking first.

No Booking available.
Create a Booking before uploading a document.