🔵 What is a Travel Dashboard?
A Travel Dashboard is a flexible, client-facing hub that acts as a blank canvas — allowing you to layer in everything related to your client’s travel, from planning to trip preparation to post-trip and beyond.
Think of it as the next generation of Guest Portals: more flexible, more customizable, and usable at any stage of the travel process.
Instead of sending multiple emails, attachments, and links, a Travel Dashboard allows you to present everything your client needs in one place.
🔵 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
- Share multiple itinerary or lookbook options
- Collect feedback or preferences from clients
- Include forms to gather additional details
After confirmation
- Provide a complete trip overview
- Share key documents, forms, invoices, and next steps
- Keep everything organized in one central hub
- If your client has multiple upcoming trips, you can use a single Travel Dashboard to bring them all together in one place
Pre-departure & during travel
- Share final itineraries and travel details
- Include important documents, links, and contacts
- Provide a single source of truth for the trip
🔵 What can you include in a Travel Dashboard?
Travel Dashboards are fully flexible — you can include exactly what you need for each trip.
Itineraries & Lookbooks
- Share one or multiple itinerary options
- Present different versions of a trip for comparison
Forms
- Add any custom form (e.g., traveler details, preferences, waivers, feedback)
- Collect information directly within the dashboard
Invoices & Payments
- Include invoices and payment schedules
- Allow clients to review and complete payments
Content Pages & Resources
- Add custom pages with trip details, inspiration, or important information
- Share documents, links, lists, and other resources
Flights, Insurance, and More
- Share flight details and allow clients to secure travel insurance
- Bring together all trip components in one place
- Create a complete, seamless client experience
🔵 How do you share a Travel Dashboard?
Travel Dashboards can be shared via:
- A simple link
- Optional passcode protection for added privacy
This gives you flexibility to share dashboards in the way that works best for you and your clients.
🔵 Why use a Travel Dashboard?
Travel Dashboards help you:
- Deliver a premium client experience
- Reduce back-and-forth communication
- Keep everything organized and easy to access
- Present trips in a more engaging, visual way
Ultimately, they allow you to focus less on logistics — and more on creating exceptional travel experiences.