We’ve been very intentional about how Itineraries, Lookbooks, and Guest Portals connect with the Travel Portal app dashboard.

• In the traveler app, the dashboard has three main tabs: Upcoming, Past, Archived.
• On the agent dashboard, files move through six pipelines: Leads, Planning, Confirmed, Traveling, Completed, Archived.
  

So, how does a file’s status on your agent dashboard determine where it appears in the traveler-facing app?

Here are the rules:

Agent Pipeline → App Behavior

Planning

• Lookbooks always appear under Upcoming.
• Itineraries in Planning or Archived still appear under Upcoming.
• Itineraries in Planning show Status: Planning in the app.
• If trip dates are in the past (even if still in Planning), the file automatically moves to Past in the app.
  

Confirmed

• Files in Confirmed are displayed under the Upcoming tab with travel dates and a countdown to departure.
  

Traveling

• Files in Traveling appear at the top of the Upcoming tab with a tag: Current Trip.
  

Completed

• Files in Completed move to the Past tab in the app.
  

Archived

• Moving a file to Archived on the agent dashboard does not archive it in the app.
• To remove it from the app, the file must be deactivated.
  

Removing Files from the App

• Within the app, travelers can move Itineraries to Archived and delete them from there. This does not affect the agent dashboard pipeline.
• If an agent deactivates an Itinerary in the dashboard, it will no longer appear in the app.
  

Traveler Controls

• Clients can archive trips in the app, but this does not change the file’s pipeline in the agent dashboard.

Keywords: dashboard phases, dashboard pipeline, travel portal app, app rules, dashboard → app sync, itinerary/app connection