In association with: Protected Trust Services
Protected Trust Services’ one-stop platform can help you manage client bookings, finances, supplier payments and more
If you’re looking for an online, all-in-one platform to help run your business more smoothly, Protected Trust Services (PTS) offers the solution.
The PTS platform provides a breadth of tools for retail agents, home-based advisors, tour operators and other travel professionals, with easy-to-use software that is accessible from anywhere on any device.
Whether you’re at your desk or on the move, this modern, flexible system helps members manage bookings, stay on top of financial transactions and view client information and itineraries. It’s not only affordable but also comprehensive, with a large in-house IT team providing constant support to ensure the system runs smoothly with no interruptions.
The software includes the market’s leading CRM, unlimited user accounts for each business, regular reporting, access to PTS contracted suppliers as well as agents’ own supplier lists, plus customisable itineraries, booking management tools and full financial control.
Members can also benefit from a range of other perks – with Atol certification, legal, insurance and compliance advice on your business and the option to set up merchant services with competitive rates. The biggest benefit? Saving time on admin tasks – members reported a 40% reduction in admin time thanks to the platform.
What key services can PTS provide?
Booking and diary management
You’ll get a wide range of easy-to-use booking management tools to help you stay in control of client bookings. You can also set diary reminders for yourself or for other users.
Secure trust accounts
All consumer funds are held in a secure trust account and automatically reconciled on a daily basis, providing peace of mind to both you and your clients.
Get paid at the click of a button
Suppliers are paid directly from the system; once all suppliers have been paid, you can claim your remittance from the trust account with a quick click.
Financial management
You’ll have full control over transactions in and out of your accounts, with exportable reports on all financial activity.
Travel trade supplier database
Agents will have access to an existing global database of travel suppliers, plus you can add your own preferred partners.
Client itineraries
Customers can securely log in to the system to view their booking details and other documents, with everything in one place.
Atol Certificates
PTS software can provide the legally required Atol Certificate for your clients.
Benefits of PTS
- Flexible platform from which to run your business
- Accessible on any device from anywhere globally, using a cloud-based system
- Easy to use and constantly updated based on members’ feedback
- Agents retain 100% commission
- High-quality software with affordable membership prices
- Full IT support available for every software user, by phone or email
FAQs
Does the PTS platform feature an API?
PTS is aiming to introduce an API in the first quarter of 2025.
Can members invoice straight from the PTS system?
Yes, you can create invoices directly on the system.
Is it possible to link my own accounting software to the PTS system?
The first account integration will use Xero software, and there’ll be more information once this has been fully tested.
Am I able to send quotes from the system?
Yes, this will be fully actionable by the end of January.
Will I be able to see bank statements each month to show money coming in and going out?
Yes, you can easily view bank statements on the system.
Will there be a members’ directory and itinerary function on the system?
Yes to both. The itinerary function will be available from January and PTS will keep taking feedback to improve it.
Can we see exchange rates used on overseas payments?
Yes, there is an exchange rates column on the overview page.
When will we be able to add cruise suppliers?
Members will be able to add cruise suppliers from the first quarter of 2025.
After profits have been claimed, why am I still able to see money left on the file?
This is down to individual bookings, as it can take three days for payments to leave the system.
Find out more
- protectedtrustservices.com
- ask@protectedtrustservices.com
- 020 7190 9988
