Dashboard
Role-Based Access Foundation
Preview the platform as Admin, Agent, Supplier, or Customer and verify which modules each role is allowed to access.
Agent Home
Your assigned clients, trips, bookings, and commission activity.
My Agent Profile
Keep your business, referral, and payout information ready for commissions.
My Clients
Your traveler records. Clients remain private to your Agent account.
My Bookings
Your assigned bookings, customer selling value, status, and your commission.
Supplier Catalog
Active products available to sell. Supplier net cost and platform margin are hidden.
Supplier Payout Control
Review supplier net payables and schedule eligible supplier payouts. Agent commissions and platform margin remain separate.
Supplier Payout Batches
Financial Reporting & Reconciliation
Internal booking economics and payout reconciliation. This information is visible to Admin only.
Customer Payment Reminders
Upcoming and overdue customer balances based on the payment due dates assigned to bookings.
Customer Reminder History
Prepared and manually recorded customer balance reminders across all bookings.
Payout History
Your completed payout batches and payment references.
Payout Control
Review Agent commission balances and payout readiness. Prototype only — no funds are transferred.
Payout Batches
My Commissions
Your commission ledger, processing status, and upcoming payout eligibility.
Agent Management
Create and manage independent Agent Portal accounts.
Supplier Management
Review supplier accounts, catalog activity, bookings, and operational standing.
My Products
Create and manage your own experiences for marketplace review.
Notifications
Product review notes and actions requested by My CR Concierge.
Product Approval
Review supplier submissions before they become sellable in the Agent Catalog.
Booking Control Center
All platform bookings, operational status, and booking economics in one place.
Trips + Itineraries
Create a day-by-day itinerary from each trip's dates and bookings.
Customer Itinerary Requests
Review trip-planning requests submitted through the customer portal and move them through the planning workflow.
Build My Itinerary
Start shaping your Costa Rica trip. Save your preferences and My CR Concierge can use them to build the right itinerary with you.
Saved Itineraries
Open, edit, build, or review the itinerary requests already saved to your account.
My Saved Itinerary Requests
My Reward Wallet
Your CR Points, earned rewards, and surprise gifts from My CR Concierge — for travel and everyday life.
My Available Rewards
Rewards and gifts assigned to your account will stay organized here until used or expired.
Not just for Costa Rica.
Eligible rewards can include benefits for your trip, a future vacation, or offers you can enjoy closer to home.
Some rewards don't cost points.
From time to time, My CR Concierge may add a complimentary loyalty gift directly to your wallet.
Rewards Marketplace
Eligible offers may include travel rewards, dining, hotels, cruises, golf, entertainment, and participating local offers.
My Rewards History
CR Points and wallet rewards are promotional benefits, not cash. Availability, eligibility, expiration, transferability, and redemption conditions vary by reward. Third-party brand offers are displayed only when authorized by the applicable benefit terms.
My Trips
Your upcoming and saved travel plans, organized in one place.
Itinerary Preview
Select a trip to see the clean traveler-facing version. Internal supplier cost, commission, and platform margin are never shown here.
Payout History
Your completed supplier payouts and payment references.
My Payouts
Your supplier net value by fulfillment and payout-eligibility stage. Agent commission and platform margin remain private.
My Bookings
Bookings assigned to your supplier account for fulfillment. Internal agent and platform economics are not exposed.
Role Access
This preview simulates what each future login type can see. Authentication/login security comes later; this layer defines the access model first.
User Accounts
Create login accounts and link Agent, Supplier, or Customer users to their existing platform record.
