TripLoft is a travel advisor platform designed to manage the entire client journey in one place. From collecting leads and building proposals to managing bookings, payments, documents, and communication, everything is connected through a single workspace.
Whether you're planning an individual vacation, a destination wedding, a hosted group departure, or a cruise, TripLoft keeps all trip information organized in one system.
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How TripLoft Works
Most workflows in TripLoft follow the same general path, from first contact through to a completed trip:
Create or import a contact.
Create a trip.
Build and share proposals.
Collect traveler information through forms.
Manage bookings and payments.
Communicate with travelers.
Store documents and trip records.
Track trip activity through completion.
Main Areas of TripLoft
The left navigation provides access to the major areas of the platform.
Dashboard: a high-level view of your business, including upcoming trips, tasks, recent activity, and key metrics.
Contacts: stores all traveler, lead, and client information, including traveler profiles, contact details, and communication history.
Trips: the central workspace for planning and managing travel. Each trip brings together travelers, proposals, forms, bookings, payments, documents, notes, and messages. TripLoft supports both Regular Trips and Group Trips.
Calendar: a timeline view of tasks, travel dates, and important deadlines.
Templates: reusable building blocks that standardize your workflow and save time, including Forms, My Library, Tasks, Automations, Workflows, Email Templates, and Supplier T&Cs.
Tasks: follow-ups, reminders, and trip-related work tracked across your business.
Regular Trips vs. Group Trips
TripLoft supports two trip types:
Regular Trips: for individual travelers, couples, families, and small bookings.
Group Trips: for hosted departures, cruises, retreats, destination weddings, and other multi-party experiences. Group Trips add sub-trips, landing pages, self-service signup, room and cabin inventory, and optional add-ons. See Group Trips Overview.
Key Concepts
A few core concepts make the rest of TripLoft easier to navigate:
Contacts: the people you work with.
Trips: the workspace where travel planning happens.
Travelers: contacts assigned to a specific trip.
Proposals: client-facing itinerary and pricing options.
Forms: information-collection tools for travelers.
Automations: rules that perform actions automatically.
Tasks: action items assigned to you or your team.
How your agency is structured
TripLoft organizes people into two tiers. A Parent Agency sits at the top, holding its own members and any Sub-Agencies beneath it. Each Sub-Agency has its own members too. At both levels the roles are Owner, Admin, and Agent. See Roles & Permissions.