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: Inspiration & options
Pre-planning
Travel Dashboards can also be used right from the very first client touchpoint — before any planning has begun. You can:
- Collect a planning fee
- Capture initial trip information via a planning form
👉 Sample Dashboard: Pre-planning — forms & planning fee
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:
Pre-departure, during travel & beyond
Travel Dashboards can continue to evolve right up until departure and throughout the trip itself — and even after. Use them to:
- Share final travel information
- Deliver updated documents
- Provide important contacts and resources
- Collect post-travel feedback
- Create a single source of truth for the entire journey
👉 Sample Dashboard: Before, during & after — a full journey
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:
- 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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