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Client Trips

This is the core of your workflow: creating and managing trips for your clients.

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Dashboard View

  • Status Overview: See a breakdown of trips by status (Draft, Proposal Sent, Booked, Completed).
  • Revenue: Estimated revenue from active proposals.

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List View

  • Search: Find trips by client name or destination.
  • Filter: Filter by status or travel dates.

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Creating a Proposal

  1. Click “New Trip”.
  2. Select Client: Choose an existing client or add a new one.
  3. Trip Details: Enter destination and dates.
  4. Builder: Use the Trip Editor to create the itinerary.
  5. Send: Share the proposal via a unique link.

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Proposal Tracking

  • Viewed: See when the client opens the proposal.
  • Accepted: Receive a notification when the client approves the itinerary.
  • Timeline: Every action (creation, edits, emails sent, client views) is recorded in the trip’s timeline for full transparency.

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Communication

  • Forms: Need more info? Send a form template directly from the trip dashboard. The client receives it via email, and their answers are saved to the trip.