Welcome to Spin Travel

Modern Business Travel Management Platform

Spin Travel is an AI-powered business travel management platform designed to save teams time and money while streamlining the entire travel lifecycle. From trip planning and booking to approval workflows and budget compliance, Spin Travel provides a comprehensive solution for modern business travel needs.

What is Spin Travel?

Spin Travel combines intelligent automation with powerful CRM integration to deliver a seamless travel management experience. Our platform helps sales teams, managers, and executives manage business travel efficiently while maintaining budget compliance and approval controls.

Who Uses Spin Travel?

• Sales Representatives: Plan trips, book travel, and track customer meetings
• Managers: Approve team travel, monitor budgets, and oversee team activities
• VPs & Executives: Final approvals, strategic oversight, and company-wide analytics
• Administrators: System configuration, user management, and budget guidelines

Key Features

Trip Management

Comprehensive trip planning and tracking from request to completion.

Capabilities:

• Create and manage trip requests
• Add multiple destinations with dates
• Track trip status (draft, pending, approved, completed)
• Link trips to customer accounts and opportunities
• View detailed trip itineraries
• Track associated meetings and appointments

Access: View All Trips | Create New Trip

Who Can Use: All users (Sales Reps, Managers, VPs)

Budget Control & Compliance

Automatic budget calculation with three-tier compliance tracking.

Three-Tier Budget System:

1. Corporate Guidelines: Company-wide budget rules based on trip factors
2. User Overrides: Individual employee budget adjustments
3. Automatic Calculation: Real-time budget computation and compliance tracking

Features:

• Automatic budget calculation based on:
  • Trip duration
  • Destination tier (domestic/international)
  • Account importance
  • Sales rep level
• Real-time compliance status (within budget, slightly over, significantly over)
• Budget breakdown by category (flights, hotels, meals, etc.)
• Historical budget utilization tracking

Access: Budget information visible on trip detail pages

Who Can Use: All users view budgets; Managers+ can set guidelines and overrides

Travel Booking

Integrated flight and hotel search and booking.

Flight Booking:

• Search flights by route and dates
• Compare prices and options
• Direct booking integration
• Track flight confirmations
• Cost automatically tracked against budget

Hotel Booking:

• Search hotels by destination and dates
• Filter by amenities and price
• View ratings and reviews
• Book directly through the platform
• Automatic budget tracking

Access: Available within trip detail pages after trip creation

Who Can Use: All users

Approval Workflows

Multi-level approval process ensuring proper oversight.

Approval Flow:

1. Sales Rep: Creates trip request (Draft status)
2. Sales Rep: Submits for approval (Pending Approval status)
3. Manager: Reviews and approves/rejects
4. VP: Final approval for trips requiring executive sign-off
5. Approved: Trip ready for booking and execution

Features:

• Clear approval status tracking
• Approval history and audit trail
• Rejection with comments
• Email notifications (when configured)
• Bulk approval capabilities for managers

Access: Approval Dashboard (Manager+ only)

Who Can Use:

• Sales Reps: Submit trips for approval
• Managers: Approve team trips
• VPs: Final approvals

CRM Integration

Complete customer relationship management with accounts, contacts, and opportunities.

Account Management:

• 13,000+ customer accounts
• Company details and relationships
• Contact management
• Opportunity tracking
• Trip history by account

Contact Management:

• Individual contact records
• Role and department tracking
• Communication history
• Link contacts to meetings and trips

Opportunity Pipeline:

• Sales opportunity tracking
• Stage management
• Value and probability tracking
• Link opportunities to trips
• Conversion analytics

Access: View Accounts | View Opportunities

Who Can Use: All users (with role-based data filtering)

Analytics & Reporting

Business intelligence and performance tracking.

Available Reports:

• Trip volume and trends
• Budget utilization analysis
• Team performance metrics
• Account activity reports
• Approval cycle times
• Travel cost analysis

Features:

• Interactive dashboards
• Date range filtering
• Export capabilities
• Visual charts and graphs
• Drill-down details

Access: Reports Dashboard

Who Can Use:

• Sales Reps: Personal reports
• Managers: Team reports
• VPs: Company-wide analytics

User Roles & Capabilities

Sales Representative

Primary Responsibilities:

• Create and manage own trips
• Book travel (flights and hotels)
• Track customer meetings
• Manage own accounts and opportunities
• Submit trips for approval

Access Level:

• Own trips and data
• Assigned accounts
• Personal dashboard and reports

Navigation:

• Dashboard
• My Trips
• My Accounts
• My Opportunities
• Trip Creation

Manager

Primary Responsibilities:

• All Sales Rep capabilities
• Approve team trips
• Monitor team budgets
• Manage team assignments
• View team analytics

Access Level:

• Own and team data
• Approval workflows
• Team reports
• User management (basic)
• Budget override capabilities

Additional Features:

• Approval Dashboard
• User Management
• Budget Management
• Team performance reports

VP / Executive

Primary Responsibilities:

• All Manager capabilities
• Final trip approvals
• Company-wide oversight
• Strategic analytics
• Budget guideline management

Access Level:

• Full system access
• Company-wide data
• Administrative functions
• System configuration
• All reports and analytics

Additional Features:

• Executive dashboard
• Company-wide analytics
• Budget guideline configuration
• User role management

Getting Started

Demo Access

Welcome to the Spin Travel demo! Explore the platform using our demo accounts.

Access Code: spin.392.travel

Demo Accounts

Sales Representative Account

• Username: jordan
• Password: jordan123
• Role: Sales Representative
• What You'll See:
  • Personal trip management
  • Account and opportunity access
  • Budget tracking
  • Trip creation and submission

Manager Account

• Username: manager
• Password: manager123
• Role: Manager
• What You'll See:
  • All Sales Rep features
  • Team trip approvals
  • Team management
  • Budget overrides
  • Team analytics

VP / Executive Account

• Username: vp
• Password: vp123
• Role: VP (Administrator)
• What You'll See:
  • Full system access
  • Company-wide analytics
  • Budget guideline management
  • User administration
  • All approval workflows

Additional Sales Rep

• Username: sarah.johnson
• Password: sarah123
• Role: Sales Representative
• Purpose: Test team collaboration and manager approvals

Quick Start Guide

For Sales Representatives

1. Login with demo credentials at /login
2. Explore Dashboard - See your trips, accounts, and opportunities
3. Create a Trip:
   • Click "New Trip" or visit /trips/new
   • Add trip details (destination, dates, purpose)
   • Link to customer account
   • Save as draft or submit for approval
4. Book Travel (after trip approval):
   • Search flights
   • Search hotels
   • Complete bookings
5. Track Progress - Monitor trip status and budget compliance

For Managers

1. Login as manager
2. Review Pending Approvals - Visit Approval Dashboard
3. Approve/Reject Trips - Review details and make decisions
4. Monitor Team - Check team performance and budget utilization
5. Manage Budgets - Set user-specific budget overrides if needed

For VPs / Executives

1. Login as VP
2. Review Dashboard - Company-wide overview
3. Final Approvals - Approve high-value or strategic trips
4. Analytics - Analyze company travel patterns
5. Administration - Configure budget guidelines and user settings

Feature Walkthroughs

Creating Your First Trip

Step-by-Step:

1. Navigate to Create New Trip
2. Trip Details:
   • Enter trip purpose
   • Select start and end dates
   • Choose primary destination
3. Link to Account:
   • Search for customer account
   • Link related opportunity (optional)
4. Add Destinations:
   • Add multiple cities if multi-city trip
   • Specify dates for each location
5. Budget Review:
   • System automatically calculates budget
   • View budget breakdown
   • Check compliance status
6. Submit:
   • Save as draft (continue later)
   • Submit for approval (send to manager)

Tips:

• Link trips to accounts for better CRM integration
• Add meeting details to track customer interactions
• Check budget compliance before submission

Booking Travel

After Trip Approval:

1. Flight Booking:

   • Open approved trip
   • Click "Search Flights"
   • Enter route and dates
   • Compare options
   • Select and book
   • Confirmation tracked automatically

2. Hotel Booking:

   • Click "Search Hotels"
   • Enter destination and dates
   • Filter by preferences
   • View options and prices
   • Select and book
   • Confirmation saved to trip

Budget Tracking:

• Booked amounts automatically update budget
• Real-time compliance status
• Alerts if approaching or exceeding budget

Approval Workflow (Managers)

Reviewing Trip Requests:

1. Navigate to Approval Dashboard
2. View Pending Trips:
   • See all trips awaiting approval
   • Filter by team member or date
3. Review Details:
   • Click trip to view full details
   • Check trip purpose and account linkage
   • Review budget and compliance
   • View trip history and notes
4. Make Decision:
   • Approve: Trip proceeds to next level or becomes approved
   • Reject: Provide reason, trip returns to sales rep
   • Request Changes: Add comments for revision
5. Track History:
   • All approvals logged
   • Audit trail maintained

Managing Budgets (Managers & VPs)

Setting Budget Guidelines:

1. Navigate to Budget Management
2. Corporate Guidelines:
   • Set base budgets by trip type
   • Configure tier multipliers
   • Define compliance thresholds
3. User Overrides:
   • Search for specific user
   • Set custom budget multiplier
   • Add override reason and expiration
4. Monitor Compliance:
   • View compliance reports
   • Identify trends
   • Adjust guidelines as needed

CRM Features

Account Management:

1. View Accounts: /accounts
2. Account Details:
   • Company information
   • Contact list
   • Trip history
   • Opportunity pipeline
   • Notes and interactions
3. Add Contacts:
   • Click "Add Contact"
   • Enter contact details
   • Link to account
   • Save and manage

Opportunity Tracking:

1. View Opportunities: /opportunities
2. Create Opportunity:
   • Link to account
   • Set value and stage
   • Add probability
   • Track through pipeline
3. Link to Trips:
   • Associate trips with opportunities
   • Track face-time and relationship building
   • Monitor conversion progress

Analytics & Reports

Available Reports:

1. Trip Reports:

   • Volume by period
   • Status distribution
   • Destination analysis
   • Duration trends

2. Budget Reports:

   • Utilization rates
   • Compliance trends
   • Category breakdown
   • Cost savings analysis

3. Team Performance:

   • Trip activity by rep
   • Approval cycle times
   • Account coverage
   • Opportunity conversion

Using Reports:

• Select report type
• Choose date range
• Apply filters
• View visualizations
• Export data

System Features

Technology Stack

• Frontend: Next.js 15, React, TypeScript, Tailwind CSS
• Backend: Next.js API Routes, PostgreSQL
• Database: Drizzle ORM with 13 core tables
• Authentication: Session-based with role-based access control
• UI Components: shadcn/ui design system

Security Features

• Secure Authentication: HTTP-only, secure cookies
• Role-Based Access: Granular permission controls
• Input Validation: Comprehensive request validation
• SQL Injection Protection: Parameterized queries
• CSRF Protection: Built-in Next.js protection
• XSS Prevention: React's built-in sanitization

Performance

• Server Components: Optimized React Server Components
• Caching: Strategic multi-layer caching
• Image Optimization: Automatic Next.js optimization
• Code Splitting: Automatic bundle optimization
• Database Indexing: Optimized query performance

Support & Resources

Documentation

• API Documentation: Complete OpenAPI 3.0 specification
• Database Schema: 13 tables with detailed relationships
• Development Guide: Setup and contribution guidelines
• Deployment Guide: Production deployment instructions

Need Help?

• Demo Support: This demo is fully functional with test data
• Questions: Explore features using the demo accounts above
• Feedback: Test all major workflows and features

Next Steps

Ready to Get Started?

1. Choose a Demo Account from the credentials above
2. Login at /login
3. Explore Features based on your role
4. Create Test Data - Try creating trips, approvals, etc.
5. Provide Feedback - Share your experience

Feature Highlights to Try

• Create a multi-city trip
• Book flights and hotels
• Submit for approval (as sales rep)
• Approve trips (as manager)
• View analytics and reports
• Explore CRM integration
• Check budget compliance
• Manage user settings

Welcome to the future of business travel management!

Experience the power of Spin Travel - where intelligent automation meets intuitive design.