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How do I create a Travel Dashboard?
Build one from your Files Dashboard or from within a File.

You can create a Travel Dashboard two ways: from your Files Dashboard, or from inside an existing File. Both methods let you start from scratch or from a saved template.


Step-By-Step Instructions

From Your Files Dashboard

  1. From your Files Dashboard, click the blue + Create New button.
  2. Select Travel Dashboard.
  3. Choose From Scratch or From a Template.
  4. Name your Travel Dashboard and create it, just like you would for an Itinerary or Lookbook.



From A File

  1. Open the File you want to add a Travel Dashboard to.
  2. Click Open File Details.
  3. Click the blue + Create New button in the top-right corner.
  4. Select Travel Dashboard. The File is selected automatically.
  5. Choose From Scratch or From a Template.
  6. Name your Travel Dashboard and create it.


Tips & Tricks ๐Ÿ’ฅ

  • If you build Travel Dashboards the same way for most clients, save one as a Travel Dashboard Template so you can start from it next time instead of from scratch.
  • Creating a Travel Dashboard from within a File is the faster route when you already know which File it belongs to, since it skips having to search for or select the File afterward.


Keywords: travel dashboard, create a travel dashboard, new travel dashboard, add travel dashboard to file, files dashboard create new, open file details, travel dashboard template, client portal, travel hub, dashboard for a file

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