Travel Agencies

Client Card Storage for Travel Agencies

Travel Vault is the workspace built for travel agents. Sign in to Cleo Pay and you're already inside, with client cards and traveler profiles right where you need them.

Client cards · Traveler profiles · Every reveal logged

vault.cleo-pay.com
Cleo Pay Vault dashboard showing client card storage

Ready to replace your card storage solution?

We help travel agencies migrating from Canary Technology get set up quickly. Tell us about your agency and we will be in touch.

  • Migration support from Canary included
  • Client cards, travelers and documents in one vault
  • Every card reveal logged

We respond within one business day.

The problem

Travel Agencies Are One Breach Away From Losing Everything

Most agencies have no idea how exposed their client card data really is.

01

Spreadsheets & Sticky Notes

Client cards stored in Google Sheets, shared email threads, and text messages, copied wherever someone needed them.

02

Chasing Clients for Details

Phone calls and email threads every time a booking needs a card, a passport number, or a loyalty ID.

03

No Audit Trail

When a client disputes a charge, you have no record of who accessed their card, when, or why.

How it works

Client card storage in three steps

From onboarding to booking: no spreadsheets, no shared logins.

01

Sign in to your workspace

Travel Vault is your team's home screen inside Cleo Pay. Sign in and you're already in the workspace, no module-switching, no separate tool to learn. Add agents with individual logins. No shared passwords, ever.

02

Add Client Cards

Clients submit cards once through a branded request link. Cards stay masked, so your team is not handling full numbers day to day.

03

Book With Confidence

Agents reveal stored cards when a booking needs them. Every reveal is logged with a timestamp and user identity.

Product Demo

See Travel Vault in Action

Watch how Travel Vault gives travel agents one place to see every vendor payment, booking, and commission.

How it looks

The complete client card workflow

From card collection to agent access to per-trip virtual cards.

01

Request link sent to client

Send clients a branded request link by email or text. They enter their card details once, and the card lands in your vault.

02

Agents click to reveal for bookings

Stored cards are masked by default. Agents click to reveal when processing a booking. Every reveal is logged with a timestamp, agent identity, and reason. A complete audit trail.

03

Virtual cards per trip or booking

Issue virtual cards on behalf of clients for specific trips. Each card is tied to a booking so spend is tracked by itinerary. Temporary cards expire automatically.

Access

The right agents see the right cards.

Collect cards through branded request links, scope each client to the agents assigned to them, and log every reveal.

Branded request linksClients scoped to assigned agentsEvery reveal logged
Evervault encryption infrastructure diagram

Features

Everything your agency needs to handle client data safely.

Travel-First Home Screen

Travel Vault is your team's default workspace. Sign in to Cleo Pay and you're already inside, no module-switching, no tabs to find. Vault is on by default for travel agencies.

Client Card Vault

Cards stay masked in the workspace. Agents click to reveal when a booking needs the number, and every reveal is logged.

Traveler Profiles

Passport numbers, loyalty programs, seat preferences, and emergency contacts. All in one place.

Full Audit Logging

Every card access timestamped and attributed. See exactly who opened a card and when.

Role-Based Team Access

Individual logins for every agent. Siloed permissions so agents only see what they need.

Virtual & Temporary Cards

Issue virtual cards on behalf of clients for specific trips. Each card is tied to a booking so spend is tracked by itinerary. Temporary cards expire automatically.

FAQ

Common questions about Cleo Pay Vault for travel agencies

See a Demo

See Cleo Pay Vault working for your agency

A 30-minute walkthrough tailored to how your team handles client card data today.

  • See how card collection and click-to-reveal work for your agency workflows
  • We'll map your current card storage process and show you exactly where Vault fits
  • Leave with a clear picture of migration from Canary and what goes live first

30 minutes. No commitment.

Schedule a Walkthrough

Get a personalized Vault demo

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