Craystar CRM

Total Clients

0

All time

Active Leads

0

In pipeline

Booked

0

Confirmed

Total Collected

$0

All payments

Pending CC Auth

0

Awaiting signature

My Cut Pending

$0

$0 gross

My Cut Paid YTD

$0

$0 gross

Active Bookings

0

Booked + Final paid

Final Payment Due

0

In next 30 days

Recent activity

Latest leads and updates

Pipeline summary

By status

Recent payments

Latest transactions logged

Tap a card to view details, update status, send CC auth, or log payments.

Total Collected

$0

This Month

$0

Deposits

0

Final Payments

0

JOTFORM

Jotform handles card authorizations

Card data is encrypted client-side via Jotform JF-CSE-V2 — the CRM never sees, transmits, or stores card numbers. Authorizations auto-delete after 3 days. View submissions at jotform.com/inbox.

All payments

Sorted by date, most recent first

My Cut Pending

$0

$0 gross

My Cut Paid YTD

$0

$0 gross

My Cut This Month

$0

$0 gross

Adjusted

$0

$0 gross

How this works: Commissions are tracked per booking. Set a rate when you create a booking, mark it Paid when the supplier pays you (typically 30–45 days after travel), or Adjusted if a cancellation reduced it. "My Cut" is the portion you keep after your host agency split (configurable in Settings).

Pending — owed to you

Paid

By supplier

Total commissions earned per supplier

—

Check-in / Departure Check-out / Return Final Payment Due

Upcoming events this month

Intake Form Sync AUTO

Pulls new submissions from your craystartravelagency.com intake form via Google Sheets.

Google Apps Script Web App URL

Auto-sync every

Last sync

Setup instructions

Open the google-apps-script.js file you got with the CRM.
Follow the setup steps in that file (creates a Google Sheet + deploys the script).
Paste the resulting Web app URL above.
Add the intake-form-snippet.html snippet to your craystartravelagency.com intake page.

Payment Authorization Form JOTFORM

PCI-compliant Jotform with client-side encryption (JF-CSE-V2). Submissions auto-delete after 3 days.

Jotform URL

Advanced: field name mapping

If prefill isn't filling correctly, adjust to match your form's exact field names (case-sensitive, no spaces).

Name field prefix

Email field

Phone field prefix

Address field prefix

Your form:

Profile

Display info shown in the sidebar.

Display Name Role

Commission Split

What percentage of each commission do you keep, after your host agency takes their share? Defaults to 70%.

My Cut (%)

%

Example: a $500 gross commission at 70% = $350 my cut. The CRM tracks both numbers everywhere.

Note: Changing the split recalculates "My Cut" totals in real time across all bookings — past, present, and future.

Password & sign-in

Firebase handles password resets via secure email link.

If you signed in with Google, you don't have a password — just keep using "Sign in with Google" on the login screen.

Backup & restore

Export your full CRM as JSON (recommended weekly). Import to restore on another device.

Import Backup

Danger zone

Clears the local cache on this device only. Cloud data in Firebase is unaffected and will re-sync. To delete actual cloud data, delete clients individually.

Security note: Authentication is handled by Firebase (Google) — emails are restricted to @craystartravelagency.com via Firestore security rules. Data syncs across all your devices in real-time via Firestore. Card authorizations are handled by Jotform with JF-CSE-V2 client-side encryption — the CRM never sees, transmits, or stores card numbers. Authorizations auto-delete from Jotform after 3 days.

Welcome back

Dashboard

Recent activity

Pipeline summary

⏰ Payment reminders

Recent payments

All payments

Pending — owed to you

Paid

By supplier

—

Upcoming events this month

Intake Form Sync AUTO

Payment Authorization Form JOTFORM

Profile

Commission Split

Password & sign-in

Backup & restore

Danger zone

Welcome back

Recent activity

Pipeline summary

⏰ Payment reminders

Recent payments

All payments

Pending — owed to you

Paid

By supplier

—

Upcoming events this month

Intake Form Sync AUTO

Payment Authorization Form JOTFORM

Profile

Commission Split

Password & sign-in

Backup & restore

Danger zone

New Client

Add note

Send Payment Authorization JOTFORM

Log a payment

Trip Itinerary

New Booking