A trip is the central workspace for managing a client's travel plans in TripLoft. Everything related to a trip, including travelers, proposals, bookings, payments, documents, tasks, and communication, lives inside a single trip record.
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The Trip Page
When you open a trip, you'll see three main areas:
Trip Header - Displays the trip name, owner, dates, status, and cover image.
Left Navigation - Provides access to all trip-related tabs and features.
Content Area - Displays the contents of the selected tab.
By default, the Overview tab is selected when a trip is opened.
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The cover image can be uploaded when creating a trip and updated later from Settings.
Trip Details
Each trip includes a name, duration, type, and status that help define and organize it.
Trip Name
Used for both internal reference and client-facing materials.
Trip Duration
Trip duration can be configured using either:
Start Date and End Date
Number of Days
You can switch between these options at any time.
Trip Type
âTrips can be created as either:
Regular Trip - Standard trip planning workflow.
Group Trip - Includes additional features such as subtrips, inventory management, and landing pages.
Trip Status
Trip status reflects where a trip is in its lifecycle. Available statuses include:
Draft
Planning
Booked
Paid
Traveled
Canceled
Archived
Coming Soon: Travel advisors will be able to customize trip statuses to match their own workflow.
Navigation
The left navigation is organized into three groups, making it easy to access different parts of a trip.
General
The primary workspace for building and managing a trip.
Overview - View high-level trip information.
Travelers - Manage everyone traveling on the trip.
Proposals - Build and share proposal options.
Forms - Send and collect trip forms.
Tasks - Track trip-related tasks.
Finances
Manage bookings, payments, and insurance.
Bookings - Track booking confirmations.
Payments - Manage invoices, payments, and authorizations.
Insurance - Add and manage travel insurance.
More
Access supporting tools and trip information.
Messages - Send and review client communication.
Documents - Store trip-related files.
Notes - Capture internal notes.
Automations - View automations running on the trip.
Activity - Review a chronological activity log.
Each tab has its own dedicated article for more detailed guidance.
The Overview Tab
The Overview tab provides quick access to important trip information and common next steps.
Get Started
Quick links to common actions, including:
Creating proposals
Setting up automations
Tracking bookings
Trip Description
A free-text summary of the trip. Notes submitted by travelers through trip forms may also appear here.
Tags
Apply tags to organize, filter, and search trips more efficiently.
Travelers
A snapshot of everyone traveling on the trip, including their traveler type (Primary or Secondary).
Conclusion
Trips are the central workspace for managing a client's travel plans in TripLoft. From travelers and proposals to bookings, payments, and communication, everything related to a trip is organized in one place. As you work through the trip lifecycle, you'll use the different tabs and tools covered in the related articles below.