Tourists (arrival announcements)
The Tourists page (/app/travel/journey) centralizes all the arrival announcements that travelers send you from your tourism site. Concretely: a visitor preparing a stay in your city can, from the welcome page of your site, notify you of their arrival in a few clicks — dates, number of people, desired services. You receive the notification, the traveler receives a confirmation, and you keep a record of each arrival in a table.
It's a precious tool for Beth Habad and communities that regularly welcome tourists: anticipating arrivals, prior contact, meal planning, connecting with partner accommodations.
Prerequisites
- You have at least one tourism site created in Unisoft.
- You have the Tourism permission (
travel). - The Tourists module is enabled in the Site configuration → « Tourism seasons » tab.
- At least one Beth Habad contact is set in the Site configuration (
/app/travel/settings→ Beth Habad tab). It is required: without this contact, the arrival-announcement card doesn't show on the public side and, if an announcement still managed to be submitted, the confirmation email sent to the traveler would contain no name or contact details (see the warning at the bottom of the page).
The public journey — as seen by the tourist
To understand what arrives in your admin table, here's what a visitor experiences on your tourism site:
- 1
The tourist lands on the site's home page
On the home page of your tourism site, an « Announce your arrival » card is highlighted.
- 2
They click → a window opens
The window asks them:
- Arrival and departure dates (date-range picker);
- Number of adults (at least 1, at most 50);
- Number of children (from 0);
- First name, last name, email, phone (validated by Unisoft: correct email format, recognized phone);
- Desired services (checkboxes: Shabbat meals, weekday prayer, mikveh dip, etc. — if you've configured any);
- Free comment (text area).
- 3
They validate
Unisoft records the arrival, creates or enriches the matching contact in your CRM (with the
#TOURISTtag), tries to automatically associate a tourism season based on the dates, and sends two emails:- a confirmation email to the traveler with the name and contact details of your Beth Habad contact;
- a notification to the host (you and the other administrators with the Tourism permission).
- 4
They see the « Your arrival is confirmed » message
The form closes, the visitor has visual confirmation of their submission.
The admin view
When you open it, you see a filtered table at the top.
The filters
| Filter | Behavior |
|---|---|
| Season selector | « All seasons » (default), « No season » (arrivals outside the defined period), or a specific season. |
| Search | Free text — searches in the name, first name, email, phone fields. |
| « Cancelled » toggle | If activated, also shows cancelled arrivals (by default they are hidden). |
| « Export » button | Exports the currently filtered list to CSV. |
The table columns
| Column | Content |
|---|---|
| Season | Colored tag if the arrival matched a season; « No season » otherwise. |
| Traveler | First name, last name, email, phone. Clickable to the CRM contact record if the link exists. |
| Period | Arrival date → departure date. |
| Travelers | « X A · Y C » (X adults, Y children). |
| Services | Tags of the requested services (max 3 shown, then « +N »). |
| Submitted on | Form submission date. |
| Status | Green « Active » tag or red « Cancelled » tag. |
| Actions | View detail (eye), Cancel (red cross) or Restore (green arrow) depending on the status. |
Cancelled arrivals appear with reduced opacity to distinguish them visually when you also display the cancelled ones.
View the detail of an arrival
Click the eye icon in the Actions column. A window opens with:
- last name, first name;
- email, phone;
- number of adults and children;
- stay start and end;
- requested services (tags);
- traveler's comment;
- submission date;
- link to the associated CRM contact record (if the link exists).
The modal is entirely read-only: no field is editable from this window. To make changes to an announcement, you have two paths depending on what you want to change.
Edit the traveler's identity (last name, first name, email, phone)
This information lives on the CRM contact record created automatically at submission (#TOURIST tag). Click the traveler's name in the « Traveler » column of the table: the contact record opens and you freely edit the contact details there. The correction is immediately reflected everywhere in Unisoft.
Edit the stay details (dates, number of adults/children, services, internal comment, season)
The new_ui does not offer an edit screen for these fields. Two options are available:
- Cancel the arrival then enter a new one — the fastest and most traceable path. The old announcement remains consultable (with its cancellation reason), and the new one reflects the right information.
- Contact Unisoft support for a one-off change — useful if you want to correct without breaking the visible continuity (for example correcting a simple date typo without bloating the history).
Cancel an arrival
Click the red cross icon. A window asks you for a cancellation reason (optional but recommended: « the traveler cancelled their stay », « duplicate with another submission », etc.).
Cancellation is a soft delete: the arrival is not deleted, just marked as cancelled. It disappears from the list by default, but remains accessible if you activate the « Cancelled » toggle.
Restore a cancelled arrival
Click the green arrow icon (visible only when you display the cancelled ones). A confirmation is requested. The arrival becomes « Active » again, the cancellation reason is cleared.
Export to CSV
The « Export » button downloads a CSV file with all the columns of the currently filtered list (filtered by season, search and cancelled status):
ID, Season, Last name, First name, Email, Phone, Start date, End date, Adults, Children, Services, Comment, Status, Cancellation reason, Submitted on
The file name includes the export date and time, for example export_touristes_18_05_2026_14_30.csv.
Automatic CRM contact creation
This is a key point: each arrival automatically creates or enriches a contact in your Unisoft CRM.
- If the traveler's email or phone already exists in your CRM, the existing contact is reused and the arrival is attached to it.
- Otherwise, a new contact is created with the details entered in the form.
- In all cases, the
#TOURISTtag is added to the contact.
Season auto-matching
Tourism seasons are periods you define in the Site configuration (« Tourism seasons » tab): « Summer 2026 », « Tishrei 2026 », « Passover 2027 », etc.
When an arrival is submitted, Unisoft compares the stay dates with your seasons:
- if the dates fall entirely within a defined season, the arrival is automatically attached to that season (the first one that matches);
- otherwise, the arrival is marked « No season ».
The season tag appears in the « Season » column of the table, with the color you've chosen for the season. This allows for quickly filtering all arrivals of a given period to prepare logistics (orders, schedule, partner accommodations).
The two emails sent
For each confirmed arrival, two emails go out automatically:
Email to the traveler
- Subject: « Your arrival is confirmed ».
- Content: personalized thank-you (« Hello Daniel »), stay summary (dates, number of adults/children), and most importantly the contact details of the first Beth Habad contact defined in the Site configuration (name, role, phone, email).
This is what allows the traveler to reach you directly before their arrival.
Notification to administrators
- Subject: « New tourist arrival: First-name Last-name ».
- Content: complete summary (name, dates, number of people, phone, email, comment) and direct link to the arrival in the back office.
- Recipients: all users with the Tourism permission in your organization.
This is what notifies you in real time of new announcements, even if you're not currently consulting the back office.
Typical use cases
Beth Habad preparing the high season
As Tishrei approaches, your Beth Habad receives 5–10 arrival announcements every day. You filter by season « Tishrei 2026 », you export to CSV, you share the file with the volunteers handling logistics (accommodation, meals, welcome).
Personalized follow-up of a recurring visitor
A traveler passes through your city every summer. At each arrival, the same CRM contact is enriched (never duplicated). You can consult their history on their contact record: all their arrivals, possible payments, Shabbat registrations, etc.
Identification of a duplicate or a test
Someone submitted two announcements by mistake? Click the « red cross » icon of the extra announcement, indicate « duplicate » as the reason, validate. The announcement is cancelled but restorable if needed.