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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 itineraries and trip assignments 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 and Assignments.


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.

Trip days are grouped into Active, Completed, and Canceled. Use the All, Private trip, and Shared trip buttons above the filters to show one kind of trip. Each trip is labeled Private or Shared next to its name.

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

Filters include Guide, Trip date, Trip status, Trip type, Booking client, Trip Manager, and trip unit tags.


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

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