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Understand the Trips Tab: Itineraries, Assignments, and Classes

Stay on top of trip activity without combing through your calendar. Search and filter trips, assignments, and classes 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 three 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


Classes

This view lists the classes you've scheduled — trips that clients book into and share with the other guests on them.

Classes are grouped into:

  • Active

  • Completed

  • Canceled

You'll see columns - Experience, Date, Classes, Class status, Bookings, and Booking client

Filters include Client, Trip date, Experience, Trip type, and Class status

Click a class to open its class page. See How to Schedule Classes and How to Cancel a Class.


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

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