How to use TravelBuxx

Use your agency address, e.g. travelbuxx.app/a/your-agency. The address bar always shows which agency you are in.

Choose your portal (Applicant, Case Officer, Admin/HOD, Accountant, Receptionist or Super Admin) and sign in with your email and password.

Super Admins must set up an authenticator app (two-step verification). Others can switch it on under Security.

For safety you are signed out after 30 minutes of inactivity. Your application drafts are saved automatically.

Pick your destination country and visa type. The form is built for that country and saves as you type — come back any time within 30 days.

Follow the checklist. Each item shows Missing, Pending review, Approved, or Needs replacement with the reviewer's reason.

When your officer sends the completed form, check every answer. Press Confirm, or Request changes with a note.

Download the invoice, pay, then upload your receipt. Status moves from Missing → Pending → Paid once Finance verifies it.

See your case reference, stage, appointments and the final embassy form to download. Messages and alerts appear in the bell icon.

Your dashboard shows today's counts and shortcuts: New application, Passport intake, Assign case, Client lookup.

Passport tracking → enter Full name (free text), Item type, optional Linked profile and case, Handed to (staff) and notes.

Every handover is timestamped and kept in the history, so you always know who holds a passport.

Filter by name, linked case, assigned staff or date.

Create an application for a client who cannot fill it themselves.

On each case, use the checklist to Approve, Reject (a reason is required) or mark N/A. Select several items for bulk actions.

Use 'Send form to applicant'. The applicant confirms or asks for changes; every round is recorded.

Activate payment on the case — the Accountant sets the amount and issues the invoice.

The case shows 'Ready to submit' only when all documents are Approved/N/A, the form is confirmed and fees are paid.

Upload the final form (up to 20 MB) so the applicant can download it.

See every case in the agency. Filter by stage, officer, or 'Embassy ready'.

Select cases and assign an officer or change status in one go.

Open documents awaiting review across all cases.

Stage time limits flag overdue cases so nothing is forgotten.

Invite staff, resend invitations, or send a test invitation to yourself first.

Activated cases arrive with applicant, case reference and officer details.

Upload the QuickBooks invoice, enter the amount and Send for approval.

If the Super Admin returns it, read the note, fix and resubmit.

'Receipts to verify' lists uploaded receipts. Verify (Paid), Reject (new receipt needed) or Request correction.

Every payment receives a number like TXN-2610-0001. Record expenses and petty cash too.

Approve cases and payments that are waiting for Super Admin approval.

Edit, Return with a note, or Approve & send to the applicant.

Message one staff member or broadcast to Everyone in the agency.

Invite staff, choose access levels, reset authenticators, review audit history.

See the passport register and document review queue from your own workspace.

CAC registration certificate, an ID for a director or beneficial owner, an ID for the authorised representative (PDF, PNG or JPG, max 10 MB each), your TIN, official company email and phone, and optionally your logo and brand colour.

Enter trading name, legal company name, CAC registration number, business type, date of incorporation, website (optional), registered address, city, state and postal code.

List every director and beneficial owner with their full name and capacity (Director, Beneficial owner, or both). Use 'Add another person' for more than one.

Name the authorised representative and their position, plus the official company email, phone, Tax Identification Number (TIN) and operational address. This person becomes the agency's first Super Admin.

Describe your travel services, choose expected monthly application volume and pick your workspace address (travelbuxx.app/a/your-agency) — a green tick shows it is available. Upload your logo and set your brand colour.

Upload the three verification documents: CAC certificate, director/owner ID and representative ID. Files are private and only seen by authorised reviewers.

Check the summary, tick the declaration that all information is true, type the representative's full name and Submit.

You receive an acknowledgement email with a reference number. Use 'Check my application status' (travelbuxx.app/start/status) any time: Under review → Approved or Not approved. Reviews usually take 1–2 working days.

When approved, the representative receives an email to set a password and set up an authenticator app. You then sign in as Super Admin at your workspace address.

Invite staff (Admin/HOD, Case Officers, Accountant, Receptionist), add your countries, visa types and fees, set stage deadlines, and share your agency link with clients.