What Trip Status Tracks
Trip Status tracks the tasks on a trip's checklist and whether they've been done on time. Your checklist is driven by how your experiences are set up, so what appears on a trip — and what has to be finished before it clears — differs from one outfitter to the next.
Task status is separate from payment — a trip can show as overdue even if fully paid. Payment only comes into play at the end: a trip won't move to Completed until it's paid.
How Trip Status Works
Status | Color | What It Means |
Ready | Green | Everything due so far is done |
In Progress | Yellow | Tasks are coming due, but nothing is past due |
Overdue | Red | One or more tasks are past due |
Completed | Crossed out | The trip is paid, every task is done, and a day has passed since it ended |
Tasks come due in stages as the trip approaches, so a trip that's Ready two days out can move to In Progress on the day of the trip, when the next set of tasks comes due.
A missed task doesn't stop counting when its stage passes. One task left pending from an earlier stage keeps the trip Overdue even after the later work is done, until it's completed — or deleted, if it can no longer be completed.
When a Trip Shows as Completed
A trip is crossed out on the calendar (marked Completed) once all three of these are true:
The trip is paid
Every task on the trip's checklist is complete
At least one day has passed since the trip ended
A trip with every task checked off still shows green until a full day has passed after the trip — so a trip that ends today moves to Completed tomorrow. For multi-day trips, the day counts from the last day of the trip.
If a day has passed, every task is checked off, and the trip is still green instead of crossed out, check whether the trip has been paid.
Timing Drives Status Changes
Trip Status isn’t static — it evolves as the trip approaches and concludes.
Examples:
A trip might appear ready two days before departure but shift to overdue after the trip if a task is still outstanding.
A trip that looks fine today may turn overdue tomorrow if a deadline or follow-up window passes.
A paid trip with every task done stays green on the day it ends, then shows as crossed out the next day.
Staying ready means staying current — not just checking boxes once.
Where to Take Action
Location | Action |
Calendar View | Hover or click to view current Trip Status and checklist status |
Trip Details > Checklists | Work through the tasks on the trip, grouped by stage |
Trip Details > Checklists | Delete a task that can no longer be completed |
Client Profile > Reminders | Send document or task reminders as needed |
If a task can't be completed — for example, client tasks belonging to someone who booked a spot but never came — you can delete it from the trip so the status can clear. See Delete a Task from a Trip Checklist.
Why It Matters
Keeps your compliance and internal reports accurate
Ensures you have complete documentation before and after each trip
Prevents trips from falling through the cracks due to missed follow-ups
Which of these apply depends on how your experiences are set up.
Trip Status gives you a clear operational signal: what’s ready, what’s lagging, and what needs action.