Pacific Lane Travel
Client file · Advisor build
Leena & James · Honeymoon
July 8 – 18, 2026  ·  10 nights  ·  3 islands
OahuMauiKauai
10
Nights
3
Islands
11
Bookings
2
Open items
Payments & deadlines
Apr 8
Final payment · all 3 resorts
Paid in full ✓
May 1
Car rentals
Confirmed, pay at pickup
Jun 8
Activity balances
Luau and snorkel paid · helicopter due
Jun 18
Free cancellation ends
Hanalei Bluffs Resort
Jun 24
Travel documents sent
Final itinerary + this app link
Open items
Helicopter tour balance due Jun 8. Client asked to move it to the morning of Jul 16 for calmer weather; request sent to the operator.
Honeymoon amenity confirmed at two of three resorts. Waiting on Wailea Garden Resort.
Client
Leena & James
Honeymooners
+1 (313) 555-0164
Priya N. · Your advisor
Pacific Lane Travel
+1 (248) 555-0133
Open the couple's app
Demo app · Pacific Lane Travel, its clients, and all bookings are fictional. Designed & built by Zavella.
Timeline
The couple's trip, with advisor notes
Wed Jul 8 · Oahu
Arrive Honolulu
Delta nonstop from DTW, check in at The Waikiki Shoreline Hotel.
Lei greeting at arrivals booked · ocean-view upgrade requested
Thu Jul 9 · Oahu
Diamond Head & North Shore
Sunrise hike, then a drive to the North Shore.
Diamond Head entry reservation 6:00 AM
Fri Jul 10 · Maui
Fly to Maui
Southwest to Kahului, pick up the rental car, check in at Wailea Garden Resort.
Convertible on hold at OGG
Sat Jul 11 · Maui
Molokini snorkel
Morning boat to Molokini crater.
Check-in 6:15 AM · Maalaea Harbor
Sun Jul 12 · Maui
Road to Hana
Full-day drive, back for sunset.
Download offline maps; little signal past Paia
Mon Jul 13 · Maui
Luau
Oceanfront luau, front-section seating.
Honeymoon mention on the booking
Tue Jul 14 · Kauai
Fly to Kauai
Southwest to Lihue, check in at Hanalei Bluffs Resort.
Jeep on hold at LIH
Thu Jul 16 · Kauai
Helicopter tour
Na Pali Coast and Waimea Canyon.
Requested move to 9:00 AM · awaiting reply
Sat Jul 18 · Kauai
Fly home
Lihue → Honolulu → Detroit overnight.
Late checkout requested
Bookings
Every reservation, status, and reference
Flights
Delta
DTW ↔ HNL
Ticketed
Out
Wed Jul 8 · 8:15 AM
Back
Sat Jul 18 · 4:10 PM, arrives Sun
Staff only Back office
Record locator: ••••••
Seats together both ways. Honeymoon noted.
Southwest
Inter-island ×3
Ticketed
Legs
HNL→OGG · OGG→LIH · LIH→HNL
Staff only Back office
Confirmation: ••••••
Early Bird check-in added on all three.
Hotels
Oahu · Waikiki
The Waikiki Shoreline Hotel
Paid
Dates
Jul 8–10
Room
Ocean View King · balcony
Staff only Back office
Confirmation: ••••••
Honeymoon amenity confirmed
Maui · Wailea
Wailea Garden Resort
Paid
Dates
Jul 10–14
Room
Garden View Suite
Staff only Back office
Confirmation: ••••••
Honeymoon amenity: awaiting reply
Kauai · Princeville
Hanalei Bluffs Resort
Paid
Dates
Jul 14–18
Room
Mountain View King
Staff only Back office
Confirmation: ••••••
Honeymoon amenity confirmed
Free cancellation until Jun 18
Activities & cars
Maui
Molokini snorkel
Paid
Date
Sat Jul 11 · 6:15 AM
Staff only Back office
Voucher: ••••••
Maui
Oceanfront luau
Paid
Date
Mon Jul 13 · 5:00 PM
Staff only Back office
Voucher: ••••••
Kauai
Na Pali helicopter tour
Balance due
Date
Thu Jul 16 · time change requested
Staff only Back office
Booking: ••••••
Balance due Jun 8
Maui & Kauai
Rental cars
Confirmed
Maui
Convertible · OGG · Jul 10–14
Kauai
Jeep · LIH · Jul 14–18
Staff only Back office
Confirmations: ••••••
Pay at pickup. Second driver added.
Client
Preferences and profile
Leena & James
Honeymoon · flying from DTW
King beds No dietary needs Window seats please
Celebrating
Honeymoon · just married
Likes
Snorkeling, sunsets, quiet dinners
Avoid
Very early starts after Jul 12
Loyalty
Delta SkyMiles •••••• · Marriott Bonvoy ••••••
Emergency
Family contact on file
Insurance
Trip protection ••••••
Ideas to offer
Sunset sail, Kaanapali
Maui · Jul 12 or 13 evening
Couples massage
Hanalei Bluffs spa · Jul 17
Suppliers
Who to call at each resort and operator
Resort contacts Staff only
The Waikiki Shoreline Hotel
Leisure sales
(808) 555-0101
Wailea Garden Resort
Concierge
(808) 555-0102
Hanalei Bluffs Resort
Reservations
(808) 555-0103
Activity operators Staff only
Molokini snorkel
Maalaea Harbor
(808) 555-0131
Oceanfront luau
Lahaina
(808) 555-0132
Na Pali helicopter
Lihue
(808) 555-0133
Emergency
What happens if plans fall apart
Emergency
911
Police · fire · ambulance
Advisor after-hours
555-0190
Pacific Lane Travel
If something goes wrong Staff only
1
Priya N. · advisor
Rebooking, refunds, supplier issues
+1 (248) 555-0133
2
After-hours desk
Pacific Lane Travel · 24 hrs
+1 (808) 555-0190
3
Trip protection assistance
Policy number in Client
+1 (800) 555-0145
Advisor only · do not share with the couple