Personal Settings covers your own account: how you appear across TripLoft, how you log in, and the signature that goes out on your emails. Open it from your profile menu in the bottom-left corner and select Settings.
Account Settings
Your profile picture, name, title, and phone number, plus the regional defaults TripLoft applies elsewhere: country, default currency, and time zone. New trips, proposals, and communications inherit those defaults where they apply.
Additionally, The Commission section shows the commission split applied to your bookings, including your current rate and any scheduled updates. Depending on your agency settings, you may also be allowed to enter a custom commission for individual bookings.
You cannot set or change your own commission split unless you are the Owner of your agency. See Roles & Permissions to learn who can set and manage commission splits.
Security
Change Password sends a reset link to your registered email address rather than changing it in place, so you'll finish the process from your inbox.
Two-step verification by text message: click Enable, confirm your phone number, and enter the code you're sent. Authenticator app and passkeys are marked Coming Soon.
Trip Settings
Customize the trip statuses your workspace uses: rename them, reorder them, add your own, or remove ones you don't need. Renaming and deleting both affect automations and workflows that reference the status, so see Customize Trip Statuses before you change anything.
Brand Settings
Brand Settings let you customize how your personal brand appears across TripLoft, including your agent card and email signature.
Agent Card Settings
Your agent card gives clients a quick overview of your experience and background. Click the Edit icon to add or update your Rating, Experience, Trips planned, and Bio.
These details can be used on client-facing experiences to help introduce you and showcase your travel expertise. You can return to Brand Settings anytime to keep this information up to date.
Email Settings
Your email signature is added to emails and trip messages you send through TripLoft.
Write your signature in the editor and click Save. The toolbar handles bold, italic, underline, links, lists, colors, and images. Come back and edit it any time.
If you already have a designed signature elsewhere, click Paste HTML, drop the code into the popup, and click Insert to bring it in as-is.
Turn on Include in trip messages so the signature is added automatically to messages sent from a trip.
