TripLoft is organized into a few main areas, all reachable from the navigation menu on the left, which stays visible wherever you are. Here's how it's laid out.
Main Navigation
The left navigation holds TripLoft's primary workspaces:
Dashboard: your daily starting point, surfacing activity across trips, tasks, payments, form responses, and upcoming events.
Contacts: where traveler, client, lead, and supplier records live. Contacts here become the travelers you add to trips.
Trips: the central workspace for planning travel, bringing together travelers, proposals, bookings, payments, documents, and communication. Supports both Regular Trips and Group Trips.
Calendar: a timeline of travel dates, tasks, reminders, and automation events in one place.
Templates: reusable building blocks, including Forms, Email Templates, Tasks, Automations, Workflows, and Supplier T&Cs.
Tasks: a business-wide view of follow-ups, reminders, and outstanding items tied to your trips and contacts.
Navigation Inside Records
Many areas have their own navigation once opened. A trip, for example, opens into its own menu for Overview, Travelers, Proposals, Forms, Tasks, Bookings, Payments, Messages, and Documents. Contacts, templates, and other records work the same way, each opening into tabs specific to that record.
The Settings
Your profile menu sits in the bottom-left corner. From there you can open Personal Settings (name, contact info, security, trip statuses, email signature) and Business Settings (business info, branding, Terms & Conditions), and sign out.
If you're the owner or an admin, this menu also gives you access to the Admin area, where you manage your team: inviting members and controlling each person's access to CRM data, Templates, and Commissions. See Roles & Permissions.
Finding Records Quickly using Global Search
Search sits in the top-right corner of every page and is usually the fastest way to open a specific trip, contact, or template. It also includes shortcuts for creating common records. See Dashboard Overview for how Search works in detail.