Triploft Inc

Shane

Katie Brian

Understand how trips work in TripLoft, how to create one, manage dates and status, add travelers, and connect other features to your trip.

Trips

Understand how trips are organized in TripLoft, including trip details, navigation, and the Overview tab.

Trips Overview

Create a new trip in TripLoft to start planning a client's travel, set up proposals, and manage everything in one place.

Create a Trip and Add Travelers

Learn the basics of trips in TripLoft — how to create a trip, add travelers, and onboard your clients so you're ready to start building proposals.

Getting Started with Trips

Learn how to build a basic proposal in TripLoft - set up sections, add trip components, and share with your client.

Build a Basic Proposal

Create multiple proposal options for a trip, manage their states, and understand how approval works for both you and your client.

Add and Manage Proposal Options

Edit a proposal's name, dates, description, cover photo, and pricing visibility from the Edit Proposal Settings modal.

Edit Proposal Settings

Add photos and videos to trip components, attach files, and find all your trip documents in one place.

Manage Documents & Media in a Trip

Build, edit, and manage proposals within a trip. Covers creating basic proposals, adding alternative options for your client, configuring proposal settings, and walking your client through approval.

Proposal Building

Turn an itinerary PDF into a structured TripLoft proposal: upload, review the parsed components, adjust dates, and add them as editable trip items.

Smart Import

Reuse your saved templates: import a single component or a whole proposal from My Library, with pricing and media included.

Import from My Library

Pull a confirmed supplier booking into your proposal by reference number. Currently supports ALG Vacations brands.

Import a Supplier Booking

Search TripLoft's cruise catalog by line and dates, then import a sailing, its ports of call, and onboard activities into your proposal as editable trip components.

Import a Cruise from the Cruise Library

Search Project Expedition's tour catalog by name and import a tour's details, photos, and description into an Activity component.

Import an Activity from Project Expedition

Bring content into your proposals from external sources. Covers GDS flight lookups, cruise and activity imports from suppliers, ALG and Smart imports, and pulling components from your own library.

Importing & Integrations

Present alternative travel components or packages within a single proposal and let travelers choose their preferred option.

Manage Inline Options

Configure room and cabin arrangements, assign travelers, and manage accommodation selections within Lodging and Cruise components.

Manage Room and Cabin Options

Offer additional activities, services, or experiences travelers can choose to purchase separately from the core trip package.

Manage Optional Add-Ons

Give your clients choices within a proposal. Covers inline options, optional add-ons, and room and cabin configurations.

Options & Add-Ons

Set a proposal component's price: flat rate, per person, or per room and per cabin (including nightly), with automatic totals and how options display as a price range.

Configure Pricing for Proposal Components

Set a component's payment schedule (in full, deposit plus final balance, or installments), make it authorization-ready, see how clients authorize, and log payments for your records.

Payment Schedule & Authorization Requests

The Bookings tab: a per-proposal table of every item with its cost, supplier, confirmation number, payment status, and commission status, plus how packages and options display.

Understanding the Bookings Tab

Generate an invoice from an approved itinerary's booking items, customize it with per-item price breakups, and download, share, or save it to the trip's Documents.

Generate & Customize an Invoice

Offer travel insurance on a confirmed itinerary: complete trip and traveler details, add manual quotes with policies attached, and release the options to the client portal.

Add Insurance to a Trip

Bundle trip items into a single priced package: three ways to create one, how package pricing and payments work, and how itemized add-on pricing fits in.

Create & Manage Packages

Price rooms and cabins by occupancy in a Group Trip - set an occupancy range, generate per-occupancy pricing rows, and configure the payment schedule.

Occupancy-Based Pricing for Group Trips

Set component pricing in your proposals and manage the booking lifecycle. Covers pricing configuration & schedule and the trip Bookings tab.

Pricing, Booking, Payments & Insurance

Understand how Group Trips work in TripLoft - when to use one, sub-trips, traveler assignment, the shared itinerary, landing pages, and inventory.

Group Trips Overview

Set up deposits and coupons-as-deposit on a cruise Group Trip: deposit schedules, building coupon options with value breakdown and policy, what the traveler sees at signup, and how it shows…

Manage Deposits and Coupons in Cruise Groups

Configure, customize, and publish a Group Trip landing page - content, media, FAQs, self-service signup, and calls to action.

Create and Manage Landing Pages

Track Group Trip availability: the Manage Group tab's Rooms/Cabins and Add-ons inventory, reading the Rate, Quantity, Booked, and Available columns, and viewing who booked each option.

Manage Inventory

How Sub-Trips work in a Group Trip: what they are, how they're created (signup or manual), working inside one like a regular trip, and managing optional add-ons.

Manage Sub-Trips

Everything specific to group trips in TripLoft. Covers subtrips, traveler data export, inventory, occupancy-based pricing, cruise-specific deposits and add-ons, and landing pages for both the editor and the client view.

Group Trips (specialized)

Book 1:1

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.