Help center
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Guides and answers for everything in Deer Track — searchable, written plainly, kept current.
4 articles
Getting started
Find your way around and get your studio set up.
How Deer Track worksThe whole flow in two minutes: an enquiry becomes a deal, you build and price the trip, send one link, take the deposit and book every supplier.Getting started with Deer TrackA tour of the app — the navigation, the dashboard pipeline, and setting your branding before your first trip goes out.Importing your dataBring contacts and your whole catalog — hotels, guides, transfers, services — in from a spreadsheet instead of typing them.Connecting your email (Gmail)Connect your Gmail so supplier and client emails go out from your real address — and replies land in your own inbox.
2 articles
Your catalog & suppliers
Build the service library your trips are priced from.
8 articles
Building & managing trips
Design itineraries in the Builder, then track them through the pipeline.
Building your itineraryStart a trip, add cities and services day by day, price it with markup and margin, then generate and share the client itinerary.Draft a trip with AIPaste a client's enquiry and get a reviewable trip skeleton built from your own catalog — you price and finish it.Pricing: markup, margin, VAT & currenciesHow the Builder turns your costs into a client price — markup vs margin, per-person vs flat, group-size and seasonal rates, VAT, currencies, commission and options.Sharing your itinerary & what the client seesPreview, generate and share a trip as a branded web itinerary or PDF — what the client can do, how you see opens and answers, and the final itinerary.Templates & comparison quotesReuse whole trips as templates, and offer a client more than one option to choose between.Managing your tripsTrack trips through the pipeline, keep contacts tidy, and hand bookings to the logistics board.The booking workflow (Logistics)Once a trip is booked, the Logistics board is where every hotel, guide and transfer is requested, chased and confirmed — with supplier replies built in.Reports & your pipelineSee how your sales and trips are performing — pipeline value, win rate, revenue and a team leaderboard.
2 articles
Clients & pipeline
Your deals, your clients and everything you know about them.
Opportunities & your pipelineTrack every deal from proposal to booked: create opportunities, move them through stages, log calls and tasks, and see what needs attention.Contacts & traveller detailsKeep every client, their history and their traveller details — passport expiry, dietary needs, who they travel with — in one place.
1 article
Payments
Take deposits and payments straight into your own bank.
4 articles
Team & account
Add colleagues and give each the right level of access.
Inviting your team & rolesAdd colleagues and choose what each can see — agents sell, logistics book, managers run the whole workspace.Your account & securityYour profile and password, two-factor sign-in, exporting your data, and restoring deleted items from Trash.Your own domain for client linksPut your client itinerary links on your own web address instead of deertrack.net.API access & automationsCreate a key to connect bots and integrations — like a Discord bot that drafts a trip from a client enquiry.
Didn’t find it?
Email help@deertrack.net or head to the support page — a real person replies within four business hours.