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Explaining Your Dashboard

Quickly find the trips your planning and find your way around your Account Dashboard

Leaning Guy

 

Active, Templates, Archived 

NOTE: This option will not show until you have a TRIP that meets the status. For example, TEMPLATES will not show until you create a Trip Template. Lear more

  • Active : All trips that can be access via Magic Link or Share Trip Links. See below for filter and search options.
    1. Past : This tab will be removed soon, it is there to remind you that these trips have been moved under Active when the Past filter is ON
  • Templates : Templates can be used to create standardized trips. They are accessible to you and your Team Members (as long as they have the RBAC permission) only.
  • Archived : These trips are accessible to you and your Team Members, but NOT Travelers or Trip Coordinators. You can request these to be permanently deleted at anytime.

Left-hand menu

  • I'M PLANNING: If you are a TRIP Planner, this is where you will spend most of your time. This is where all the Trips you create will live. You can also access your TRIP DASHBOARD and use the ACTIVITY SEARCH to search activity across all Trips
  • I'M RESELLING: This is for Affiliates. You will only see this tab if you are an Affiliate. To learn more about Affiliates, click here
  • I'M ATTENDING: This view is for Travelers; this is what your Travelers will see if they choose to make an account
  • ACCOUNT: Here, you will be able to configure your account settings. Click here for a more detailed explanation of what you need to do under ACCOUNT

 

Search bar and additional tabs

By default you will see the Card View with Future, In Progress and Free Text Dates shown, up to 100 trips. You can adjust what you see by using the following options.

Sorting

  • By default Trips are sorted by Departure Date, then by Trip Name.
  • Free Text Dates Trips are always shown below Trips with Start Dates.
  • Past Trips are always shown first.

Filtes

  • SEARCH: Search for a name, email address, tag, and more to find the trip you are looking for

    • Type in what you're looking for and the Trip that has matching data will be returned. Search terms will match:

      • Trip Name
      • Tour Series
      • Trip Tags - TIP: try bookmarking after you search to be able to jump back to just the trips with those tags
      • Traveler Name
      • Traveler Email
      • Traveler Activity (text from Activity Feed)
  • All Tags: A list of TAGS used on your TRIPS
    • Type and match the tags to filter by TRIPS that have ALL the selected tags. That means this is ADVENTURE AND AFRICA in the example below.
    • Click the "x" next to the TAG pill to remove from the filter

Click on the pills to toggle these filters on/off. There are 4 categories of Trip Dates:

  • Future - Trips with a Start Date after Today
    • ON by default
  • In Progress - Trips with a Start Date today or before and an End Date in the future
    • ON by default
  • Past - Trips with a Start Date Today and End Date before today
    • OFF by default
    • ON by defaultFree Text Dates - Trips that don't have a set Start or End Date, instead they have "Free Text" entered. Typically these are brochure trips, or drafts.

CARD VIEW Vs List VIEW: 

Card View 

The default view shows all your Trips with their banner images. Hover over the cards to access the Actions.

  • Click on the main part of the card, and it will take you to the TRIP CRM

  • Hover over the cog menu, and you will see

    • Edit
    • Preview Trip Page
    • Copy
    • Create Template
    • Archive

  • Shortcut to Trip Reports

  • Shortcut to Share Trip Link

  • Shortcut to Manage Payments

LIST VIEW

List View will condense the Card View into a list. This is great for when you have a lot of trips and the images are taking up too much space

  • Trip Name
  • Trip Short Name
  • Tags
  • Trip Dates
  • # People Registered/Booked
  • Actions Menu
    • Edit
    • Preview Trip Page
    • Copy
    • Create Template
    • Archive
    • Trip Reports
    • Share Trip Link

CREATE TRIP: Click to create a new trip!

🐶 Scout, our AI Powered Chat

Inside the platform, at the bottom right corner, you'll find a chat bubble.



Start a conversation with our new AI-powered helper, Scout. He's here to answer your questions about our latest features, or even the older ones you might not have discovered yet.
See how quickly he can fetch the right help article for you!  🐕

Try asking him anything! He’ll do his best to help… but fair warning: he is a dog. 🐾 So if he gets a bit confused, just toss him a treat (or open a support ticket) and a human will be assigned to assist.

When you edit your image, you may find that the chat button covers the Apply button.
Please try using the Tab key on your keyboard. Normally, it will first select the Cancel button on the left, then the middle field where you can adjust the number or ratio, and finally the Apply button.

This is a workaround that allows you to save your changes.
If you are still struggling, please open a ticket and we will assist you further.

Watch this video to learn more