One folder per trip, no missing email.
Passport, insurance, credit card number, flight preferences, notes: all in a single traveller folder. Reminders go out on their own until everything is in. When an agent is off, the rest of the team finds the folder in one click.
Active folder
Traveller folder · Alex Tremblay
Traveller's passport
Received 5 min ago
Travel insurance proof
Received 1 h ago
Booking confirmation
Received yesterday
Itinerary and tickets
Received 2 d ago
Preferences and notes
0%Client correspondence
No reply for 5 d
Built for travel agencies.
A traveller portal in your brand
One link, one code by email or text message, and your traveller uploads. No account, no password, no app to install. Hosted in Quebec.
Not just documents
Ask for exactly what you need: passport, insurance, credit card number, flight preferences, free-form notes. Documents and sensitive information are encrypted on entry.
Nothing missing before departure
Automatic reminders, missing items at a glance. When an agent is off, the rest of the team finds the folder in one click.
From the first quote to the trip home, no missing email.
Four moments in the life of a traveller folder. At each one, Meo removes a chore.
- 01 Quote
Quote and booking
Add your traveller as a contact, create the trip folder, and archive the quote and the confirmation as soon as the first items come in.
- 02 Collection
Collecting documents and information
Ask for the passport, the insurance, the flight preferences, even the credit card number. Everything is encrypted on entry, and reminders go out on their own until it all arrives.
- 03 Departure
Final check before departure
One last look at the folder before departure: items received, items missing, notes from every agent. You finalize the itinerary with no last-minute surprise.
- 04 Return
Return, claims and retention
Your team finds the folder for any claim after the trip. Each document type has its own retention period, with documented destruction when it expires.
- 01 Quote
Quote and booking
Add your traveller as a contact, create the trip folder, and archive the quote and the confirmation as soon as the first items come in.
- 02 Collection
Collecting documents and information
Ask for the passport, the insurance, the flight preferences, even the credit card number. Everything is encrypted on entry, and reminders go out on their own until it all arrives.
- 03 Departure
Final check before departure
One last look at the folder before departure: items received, items missing, notes from every agent. You finalize the itinerary with no last-minute surprise.
- 04 Return
Return, claims and retention
Your team finds the folder for any claim after the trip. Each document type has its own retention period, with documented destruction when it expires.
Your whole traveller cycle, without gluing three tools together.
One place for your travellers, your folders, your signatures and your Law 25 compliance. No spreadsheet on the side, no inbox to dig through.
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Every traveller in one place
Each traveller has a record: flight preferences, food allergies, loyalty programs, emergency contacts. Your client data stops being scattered between a spreadsheet and a mailbox.
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Document requests and signatures in the same flow
Travel terms, parental authorizations, insurance waivers: everything is signed in the same place as the upload, with no separate DocuSign subscription.
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Built-in Law 25 compliance portal
Your travellers hand you their passport, their credit card, their health information. Meo covers your Law 25 obligations by default, grouped into six sections: consent, retention, anonymization, public portal.
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Agent-to-agent handoff in one click
When an agent is off, the rest of the team finds the complete folder: quotes, invoices, exchanges, preferences. No client waits for that agent to come back.
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Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to see how Meo covers it. All on one platform, with the same contact and the same audit log.
Every piece of client context in one place.
Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts