Triploft Inc

A quick tour of the TripLoft dashboard and the modules you'll use every day - Contacts, Trips, Calendar, and Settings - and how they all connect to help you run…

TripLoft Overview | TripLoft Academy

Learn how to create, organize, and manage your clients and travelers in TripLoft. This video covers adding new contacts, editing contact information, searching and filtering your contact list

Contacts | TripLoft Academy

Learn how to create a trip in TripLoft and navigate the different sections inside it - Travellers, Proposals, Forms, Tasks, Bookings & Payments, Documents, and Notes.

Trips | TripLoft Academy

Learn how to build and share travel proposals with your clients in TripLoft. This video covers creating a proposal, adding a cover page, building your itinerary day by day, using…

Proposal | TripLoft Academy

Learn how to create and manage forms in TripLoft to collect traveler information from your clients. This video covers building forms, configuring and previewing them, sharing them with clients, and…

Forms | TripLoft Academy

Learn how to create and manage reusable task templates in TripLoft, so you can standardize repeatable work and save time across your trips.

Task Templates | TripLoft Academy

Learn how to create and manage tasks in TripLoft, so you can organize your work, assign owners, set priorities and due dates, and make sure nothing gets missed.

Tasks | TripLoft Academy

Learn how to use My Library in TripLoft to save and reuse content — destinations, activities, and other saved details — instead of recreating it every time you build a…

My Library | TripLoft Academy

Learn how to invite team members to your TripLoft workspace — one at a time, or in bulk when onboarding a larger team.

Invite Team Members (Single + Bulk) | TripLoft Academy

Learn how to use the Calendar in TripLoft to get a consolidated view of your trips, tasks, and important dates - so you can plan your week and never miss…

Calendar | TripLoft Academy

Learn how to manage bookings, generate invoices, and track payments in TripLoft. This video covers recording reservations, creating and customising invoices, setting up payment schedules, and keeping tabs on your…

Booking & Payments | TripLoft Academy

Learn how to create and manage Supplier Terms & Conditions templates in TripLoft, so you can save your suppliers' T&Cs once and reuse them across proposals and bookings.

Supplier T&Cs | TripLoft Academy

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Learn how to use TripLoft with step-by-step guides, tutorials, and best practices.

Triploft Academy

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