The trip is one workspace, not a folder of files
Open a trip and you get the brief, the travellers, the key dates, the money, the bookings, the documents, the payments, the tasks and a timeline of everything that's happened. All of it is in one place, organised into tabs instead of scattered across email, a spreadsheet and a shared drive.
- The brief, travellers and key dates on one overview
- Bookings, documents, payments and tasks, each in their own tab
- A timeline of every event, logged as it happens
An overview that answers the obvious questions first
The overview tab is built around what you'd actually ask about a trip: what's the brief, who's travelling, what dates matter, and where does the money stand. A money card totals what the client has paid, what's still outstanding, what's been booked and what commission is expected. You see all this before you open a single booking.
A timeline that writes itself
Every meaningful event on a trip: a booking confirmed, an itinerary sent, a document signed, a payment received. Each is logged to the trip's timeline automatically, tagged with who or what triggered it. You don't type it up after the fact; it's already there when you go looking.
- Logged automatically from bookings, documents, payments and imports
- Tagged by actor: advisor, client or the system itself
- Available from any tab, in one continuous record
Told what needs attention, not left to notice it
A needs-attention card on the overview surfaces open tasks, bookings still waiting in the review queue, and documents sent but not yet signed. These are the three things most likely to slip on a trip you're not actively looking at.
Advisor tabs and client view stay separate
Overview, tasks and the full timeline are yours. Your client never sees them. What they do see, through their own portal link, is the itinerary, the documents waiting on them and what they owe. The trip record is the source for both views, so they can't drift apart.
Give every trip one home
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