How Do Travel Dashboards Work?

Learn when to use Travel Dashboards, what you can include, how they sync with the Travel Portal app, and best practices for sharing them with clients.

What is a Travel Dashboard?

A Travel Dashboard is a flexible, client-facing hub that acts as a blank canvas — allowing you to bring together everything related to your client's travel, from the earliest planning stages through to departure, travel, and beyond.

Think of Travel Dashboards as the next evolution of Guest Portals: more flexible, more customizable, and designed to be used at any stage of the client journey.

Instead of sending multiple emails, attachments, forms, invoices, and links, you can bring everything together into one beautifully organized experience.

When Should I Use a Travel Dashboard?

Travel Dashboards can be used throughout the entire client journey — not just after a trip is confirmed.

Before Confirmation

Travel Dashboards are a great way to collaborate with clients during the planning process.

You can:

Share multiple itinerary or Lookbook options
Present different versions of a trip for comparison
Collect feedback and preferences
Gather additional information using forms

👉 Sample Dashboard: Sharing Options & Collecting Feedback

After Confirmation

Once a trip is booked, Travel Dashboards become a central hub for everything your clients need.

You can:

Share confirmed itineraries
Deliver travel documents and vouchers
Collect forms and signatures
Share invoices and payment schedules
Keep all trip information organized in one place

If your client has multiple upcoming trips, you can even bring them together into a single Travel Dashboard.

👉 Sample Dashboards: Confirmed Trip Hubs

Pre-Departure & During Travel

Travel Dashboards can continue to evolve right up until departure and throughout the trip itself.

Use them to:

Share final travel information
Deliver updated documents
Provide important contacts and resources
Create a single source of truth for the trip

What Can You Include in a Travel Dashboard?

Travel Dashboards are completely flexible. Include exactly what makes sense for your clients and workflow.

Itineraries & Lookbooks

Share one or multiple itinerary options
Present different trip concepts for comparison
Deliver final confirmed itineraries

Forms

Traveler information forms
Preferences and feedback forms
Waivers and acknowledgements
Custom questionnaires

Invoices & Payments

Share invoices
Display payment schedules
Allow clients to complete payments

Content Pages & Resources

Trip information
Destination inspiration
Packing guidance
Reading lists
Important travel details
Custom documents and resources

Flights, Insurance & More

Flight details
Travel insurance
Travel documents
Additional trip resources

Everything can be brought together into a single, seamless client experience.

Travel Portal App Integration

Travel Dashboards work seamlessly with the Travel Portal app.

The easiest way to share a Travel Dashboard is using the Share via Email option.

If your client already has the Travel Portal app installed and is signed in using the same email address, the Travel Dashboard will automatically appear in their app.

If they haven't downloaded the app yet, that's okay too.

Simply share the Travel Dashboard via Email.
When they later download the Travel Portal app and sign in using the same email address, the dashboard — along with all of the itineraries, forms, documents, invoices, and other content you've included — will already be waiting for them.

No codes. No extra setup. No additional steps required.

How Do You Share a Travel Dashboard?

Travel Dashboards can be shared via:

Email
A simple link
Optional passcode protection for additional privacy

This gives you complete flexibility in how you deliver the experience to your clients.

Why Use a Travel Dashboard?

Travel Dashboards help you:

Deliver a premium client experience
Replace endless email chains with one organized hub
Present trips in a more engaging and visual way
Keep everything easy to access and up to date
Bring together documents, forms, invoices, itineraries, and more
Support clients throughout the entire travel journey
Automatically load content in your client's app

Ultimately, Travel Dashboards allow you to spend less time managing logistics and more time creating exceptional travel experiences.

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