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Clicking into trips or bookings from the calendar

Click trips or bookings for instant access. Review guides, clients, permits, and logistics or manage invoices and communications.

Click a client or guide name on the calendar to open a quick-view tab. From here, you’ll see two options at the bottom:

Manage Booking

  • Edit trip dates or experiences

  • Add trips, experiences, or add-ons to the booking

  • Review the invoice, add a discount, and ensure accuracy

  • View client portal, View invoice, Pay guides, and Collect Payment

  • Access the full Audit trail

  • See all communication tied to that booking—what’s already gone out and what’s scheduled to send

View Trip Detail

  • Review or assign clients

  • See the full client list

  • Confirm documents are completed and quality check entries

  • Verify lesson details are correct

  • Confirm the meetup location and time

  • Review notes and other day-of trip details

  • Assign sections to guides when needed

This makes it easy to both check the fine details of a trip and manage the full booking process without leaving your calendar.

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