All Trips
The Trips section gives you a unified view of everything in your trip library — client proposals, marketing itineraries, drafts, and completed trips. It’s the master list that complements the more focused Client Trips and Marketing Trips sections.What You’ll Find Here
- All trip types in one searchable, filterable list.
- Status at a glance — Draft, Sent, Viewed, Accepted, Booked, Completed, Archived.
- Client associations — who each trip was built for.
- Dates — travel dates and when trips were created or last modified.
Creating Trips from Here
Click “New Trip” to start building. You’ll be prompted to choose:- Client trip — assign it to a client immediately.
- Marketing trip — a publicly visible showcase trip.
Quick Access
From the trips list you can:- Open any trip in the full editor with one click.
- See proposal status without opening the trip.
- Filter by status to find all active proposals, or all trips for a specific client.
- Search by destination or client name to find specific trips quickly.
Tips for Keeping Your Trip Library Clean
As your client base grows, so does your trip library. Keep it manageable:- Archive completed trips rather than leaving them as active — it reduces clutter without losing history.
- Use consistent naming — “Client Name - Destination - Year” makes searching much faster.
- Duplicate trips when starting a new proposal for a similar destination — don’t rebuild from scratch.