Triploft Inc

Understand how TripLoft is organized and how its tools work together to manage client travel from inquiry to departure.

TripLoft Overview

Understand the Dashboard, including quick actions, activity widgets, trip tracking, customization, and search.

Dashboard Overview

Learn how navigation is organized throughout TripLoft and how to quickly find your way around.

Understanding Navigation

Learn how to use the Calendar to view upcoming events, track important dates, sync with external calendars, and filter calendar activity.

Understanding the TripLoft Calendar

Review a chronological history of changes on a trip or contact - created, updated, added, removed, and form-submission events, by teammates or the system.

Using Activity Logs

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

Shane

New to TripLoft? Start here for an overview of the platform, how to find your way around, and a tour of the features it offers.

Getting Started with TripLoft

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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.

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

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

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

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