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Understand the Trips Tab: Itineraries and Assignments

Stay on top of trip activity without combing through your calendar. Search and filter upcoming, past, and canceled trips in one place.


Use the Trips tab to search, filter, and manage all trip activity—without relying on the calendar.

Found under Platform → Trips, this view is organized into two sections at the top.


Itineraries

This view focuses on the full itinerary tied to a booking. It's designed for deeper trip management and visibility across days.

Trips are grouped into:

  • Active

  • Completed

  • Canceled

You'll see columns - Booking client, Trip date, Itinerary status, Booking status, Trip manager, and Checklist status.

Filters include client, trip date, trip manager, itinerary status, and fulfillment partner.


Assignments

This view breaks trips down by individual trip days. It's where daily execution happens and where you can assign guides and sections.

You'll see columns - Date, Guide, Report, Locations, Time & duration, Tags, Notes

Filters include Guide, Trip date, Trip status, Trip type, and Booking client


The Trips tab gives you a clean, searchable dashboard to stay ahead of trip progress and daily needs.

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