Triploft Inc

Katie Brian

Shane

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

The full proposal lifecycle end to end — from creating the trip, to building out options and pricing, to publishing and sharing the link with your client.

Build & Share a 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

A deep-dive on moving components and sections around a proposal: dragging components inside and across sections, swapping whole sections, and using bulk select to duplicate or delete several items at…

Reorder & Organize the Proposal Items

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

Manage Documents & Media in a Trip

How to search for, assign, and change the booking supplier on any proposal component, what a supplier assignment affects, and how it differs from your Suppliers directory.

Add a Booking Supplier to an Item

Create reusable supplier terms and conditions and cancellation policies that can be attached to suppliers and used across proposals and bookings.

Create Supplier T&C Templates

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

Upload an itinerary PDF, review the parsed components, adjust dates, and add them as editable trip items.

Smart Import

Import a single component or a whole proposal from My Library, with pricing and media intact.

Import from My Library

Search TripLoft's cruise catalog by cruiseline and dates, then import a sailing with its ports of call, cabins, and other details 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 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

Create rooms and cabins on a lodging or cruise component, assign travelers, and convert them to selectable options.

Set Up Rooms and Cabins

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

Price a component as a flat rate, per person, per room, or per cabin, with nightly rates where they apply.

Configure Pricing for Proposal Components

The Bookings tab mirrors your proposal item by item, adding cost, supplier, confirmation number, payment status, and commission status.

Understanding the Bookings Tab

Set how and when a client pays for a component, make it authorization-ready, and log payments once you've made them.

Payment Schedule & Authorization Requests

Generate an invoice from a trip's booked items, break lines into itemized costs, then share or download it.

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 several trip items under one price, so your client sees and pays a single package total.

Create & Manage Packages

Charge a different rate for the same room depending on how many travelers share it, on regular trips and Group Trips alike.

Occupancy-Based Pricing for Rooms & Cabins

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

Pricing, Booking, Payments & Insurance

A walkthrough of the client-facing portal: sign-in, the proposal view, selecting rooms and add-ons, approving the itinerary, authorizing payment, and messaging you back.

The Client Portal: What Your Traveler Sees

Plan trip with your clients conveniently and stay in touch throughout the process. Covers sharing trip updates, collecting feedback, sending messages, and managing what your clients see in their portal.

Client Communication & Portal

One shared itinerary that many separate parties book into, each with their own sub-trip.

Group Trips Overview

A walkthrough of building a Group Trip, from creating it through publishing for signups.

Create Your First Group Trip

Two links and an embed snippet, and which recipient each one suits.

Share a Group Trip: Trip Link vs Landing Page

Build the public page travelers see before signing up, and publish it when you're ready for registrations.

Create and Manage Landing Pages

Each booking party in a Group Trip gets a sub-trip that works like an independent regular trip.

Manage Sub-Trips

See what's booked and what's left across every room, cabin, and add-on, and who booked each one.

Manage Inventory

The four things Group Trips add to room and cabin options: availability deadlines, slot limits, inventory tracking, and the public signup wizard.

Group-Only Room and Cabin Controls

Let travelers satisfy their deposit with an existing credit or voucher, or with a deposit offer you set up, instead of the standard deposit.

Deposit Alternatives in Cruise Group Trips

The four-step signup wizard your travelers run through, screen by screen.

What Travelers See During Group Trip Signup

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)

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