A "Status" is a way to organize your itineraries. Examples of statuses are "Quotes, Confirmed, and Paid".
How to set up a status on a Trip:
To set a status on a Trip, you can click on the Trip and the Status will appear in the top right-hand corner to the left of your name.
Clicking on this will open the options:
Please note: You may only set one status per trip.
How to add new and customized statuses:
You can have up to 7 different status options. We automatically give you the status of "Quote", "Confirmed", and "Paid", however, you can edit these to your own status name.
To do this, click on the Status filter, and then Edit.
You will then be able to create, delete, and rearrange your current statuses.
If you would like to delete a status, simply press the blue circle on the left of the status name.
How to view itineraries in each Status:
To apply any of your Status filters, you can click on Status, and select the Statuses you'd like to apply to your search.
