When you share a trip link, your client lands in the TripLoft Client Portal, a separate traveler-facing app. This article walks through exactly what they see and can do, so you can confidently tell a confused client what happens next.
What a client sees first depends on the trip type. On a regular trip their trip already exists, so they sign in and go straight to reviewing and authorizing, which is what this article covers. On a Group Trip they book themselves in through a public signup wizard first, then land in the same portal. See What Travelers See During Group Trip Signup.
How they get there
Everything starts with the trip link you send from the proposal editor. See Build & Share a Proposal for how you generate and send it. That link takes the client straight to their trip.
Signing in: no password, just email
The client portal doesn't use passwords or separate account creation. Access is by email and a one-time code:
The client enters their email address on the Client Portal Login screen.
TripLoft emails them a 6-digit code.
They enter it to sign in, with no password to create or remember.
Good to know: Access is tied to the email address you added them under as a traveler on the trip. Someone signing in with a different email can still view the published proposal, but read-only. They see a "no access" prompt and a way to reach out to you instead of any interactive actions.
If a client clicks a link that requires signing in first, like authorizing a payment or messaging you, TripLoft remembers what they were trying to do and picks it back up right after they sign in.
Their dashboard
Signing in lands the client on a personal dashboard with:
Upcoming Trips: every trip they're a traveler on.
Recent Updates: a feed of what's changed since they last looked.
Messages: a full inbox of their conversation threads with agents, with unread badges and search, separate from the quick Message Advisor button on the proposal itself.
The proposal view
Opening a trip shows the client the published version of your proposal, exactly as it looked the last time you clicked Publish, not your live in-progress edits. They see:
Your company card: your logo, brand cover photo, your name and photo as their agent, and your contact details.
Proposal options: if you built more than one, they can review each before approving one.
Components with pricing and media: lodging, flights, cruises, tours, and the rest, each with photos, descriptions, and pricing exactly as you configured them. See Configure Pricing for Proposal Components.
Good to know: Publishing new content while the client is mid-review doesn't lose their place. TripLoft shows a banner offering to load the newer version rather than swapping their content out from under them.
Selecting rooms, cabins, and add-ons
If you left choices open, two buttons appear below the agent card, each showing how many choices remain:
Select Preferences: for choosing between optional components or add-ons you've offered.
Choose Room/Cabin: for picking a specific room or cabin from the options on a lodging or cruise component. Where you've set occupancy pricing, the client also picks their party size and sees the rate for that occupancy. See Occupancy-Based Pricing for Rooms & Cabins.
Both open a selection panel in place, so the client doesn't leave the proposal page to make these choices.
Approving the itinerary
Once the client is happy with an option, they click Approve as Itinerary on the agent card. If they want changes first, Request Revision sends you a message instead. Once one option is approved, the others are no longer available and the trip is locked to the approved itinerary.
Authorizing payment
When bookings are ready for payment, an Authorize Payment button appears on the agent card showing how many items are pending, for example "2 items pending". If nothing is ready yet, it reads "No payments due yet".
Clicking it opens a two-column screen: the items to review on the left, and the card and signature on the right.
Each item shows its title, booking supplier, amount, due date, and payment label, with links to its terms and cancellation policy where you've attached them.
Skip Item leaves it out of this round. Adjust Amount appears only where you've allowed partial payments, and lets the client authorize any amount up to the full one. A running total updates as they go.
On the right they see the total and an Authorize Through date, 30 days out, which is your window to actually charge the card. They add a card, tick the terms box, type an e-signature, and submit.
Both of you get a confirmation email, and the item's status updates on your side. For payment schedules, making items authorization-ready, and logging the supplier payment afterward, see Payment Schedule & Authorization Requests.
The client returns to the same button for later rounds as more comes due: a remaining balance, the next installment, or an item that has since become ready.
Messaging you back
The client can reach you two ways:
Message Advisor on the proposal itself, a quick dialog for a one-off message about that trip.
The Messages inbox on their dashboard, the full running thread, matching the one you manage on your side. See Send and Schedule Messages.