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A Swiss incoming-tourism agency

From WhatsApp and email to one system for bookings, guides, itineraries and invoices.

18.5h

hours saved every week in the office*

More than two working days, every week.

From the system

freelance guides use it daily
16
office staff run the business on it
4
guided activities a week in peak season
45
live since
May 2026

A Swiss incoming-tourism agency

A family-run incoming-tourism agency in Switzerland organises guided tours and multi-day programmes for groups from around the world. Before OmniPluma, every booking lived in an email thread, guides were found through WhatsApp and invoices were written by hand.

The challenge

Peak season means dozens of guided activities a week. Each one needed a guide found, confirmed, briefed and reminded, and each booking needed an itinerary and an invoice. The office spent its days copying the same details between emails, chats and documents.

What we did

We spent time in the office and with the guides, mapped every step from the client's first email to the paid invoice, and built one system around it. Office staff work on desktop; guides use it on their phones.

What changed

The chats are gone. Bookings, guides, itineraries, questions and invoices live in one place, and the office gets back more than two working days every week.

Key result

Hours saved, step by step

Where the office time goes now, compared with the way it worked before.

  • Booking intake

    BeforeAbout 20 minutes typing each multi-day request from email

    With OmniPlumaAbout 5 minutes: paste the email, the booking fills itself in, staff check it

    Saved per week3 h
  • Guide assignment and confirmation

    BeforeAbout 10 minutes per activity on WhatsApp: ask, wait, chase, confirm

    With OmniPlumaAbout 2 minutes: pick from available guides, the guide accepts in the app

    Saved per week6 h
  • Itineraries and briefings

    BeforeAbout 15 minutes per booking assembling documents

    With OmniPlumaAbout 2 minutes: the briefing is generated from the booking

    Saved per week2.5 h
  • Guide questions

    BeforeQuestions scattered across chats and phone calls

    With OmniPlumaOne thread per tour, with every answer kept

    Saved per week2 h
  • Reminders

    BeforeAbout 3 minutes per activity messaging guides the night before

    With OmniPlumaAutomatic, with delivery confirmation

    Saved per week2 h
  • Invoicing

    BeforeAbout 20 minutes per invoice in Word and Excel, plus payment tracking

    With OmniPlumaAbout 5 minutes: numbered, VAT-correct PDF with payment status

    Saved per week3 h

Office total

18.5 h/ per week

Plus about 8 h a week across the guide team.

* Estimated from peak-season volume. Headcounts and activity volume are taken from the system.

Inside the system

  • Bookings

    Paste a client's email and the booking fills itself in, programme included.

  • Guide assignment

    See who is available, assign in one click, and the guide confirms in the app.

  • Itineraries and briefings

    Briefings and itineraries are generated from the booking, always current.

  • Guide questions

    Guides ask questions on the tour itself, and the answers stay with it.

  • Reminders

    Guides are reminded automatically before each tour, with delivery confirmed.

  • Invoicing

    Numbered, VAT-correct invoices with payment status, including combined group invoices.

Still evolving

The system grows with the agency. Added in September 2026 alone:

  1. Encrypted nightly backups, with every copy test-restored automatically
  2. Guide reminders with confirmed delivery
  3. Several invoices per booking, and combined invoices for groups
  4. Bulk booking groups for multi-day programmes
  5. Guide feedback and ratings after every tour

Illustrations with invented data. The real system stays private.

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