Managing Trips

The Trips page is where you live. It's the command center for every trip in your workspace — from the family who just inquired about Hawaii to the honeymoon couple who's mid-flight right now. Every trip, every status, every deadline, all in one place.

Viewing Your Trips

Navigate to Trips in the sidebar. You'll see two view modes — pick whichever fits your brain:

Cards View — visual cards that show you the important stuff at a glance:

• Destination and client name
• Travel dates and traveler count
• Booking confirmations and payment status
• A departure countdown badge so you never miss a deadline sneaking up on you

Table View — a flat, sortable list for when you've got 50+ trips and need to scan fast. Table view also lets you select multiple trips for bulk deletion when it's time to clean house.

Toggle between views with the Cards / Table tabs in the top right.

Searching and Filtering

The search bar finds trips by name, destination, or client name. The status dropdown lets you filter by where trips are in the pipeline.

Running a team? You'll also see:

• Agent filter — narrow trips to a specific agent on your team
• My View / Agency View toggle — switch between seeing just your trips or the entire team's book of business

Hit Clear all to reset every filter at once.

Trip Statuses

Every trip moves through six stages. Think of it as a pipeline — each status tells you (and your team) exactly where things stand:

Status	What's Happening
Lead	The trip is a conversation. Nothing's committed yet.
Planning	You're actively building this out — researching, quoting, proposing.
Deposited	Money's in. The client put down a deposit.
Paid	Fully paid. All supplier payments are covered.
Traveling	They're on the trip right now. Bon voyage.
Closed	Trip's done. Time to ask for that referral.

Change a trip's status from the status pipeline at the top of any trip detail page — just click the stage you want to move to. No dropdown hunting, no save button. Click and done.

Creating a Trip

Two ways to get a trip started:

The Classic Way

Click New Trip on the Trips page. Fill in:

• Trip Name — "Johnson Anniversary — Santorini 2026" beats "Trip 47." Be descriptive.
• Client — search your client list or quick-add a new one right from the form
• Destination — start typing and geocoding suggests locations
• Dates — start date, end date, deposit due date, and final payment date
• Supplier Template — choose a category (Disney, Cruises, Resorts, Theme Parks & Adventures, Custom, Other) to pre-load relevant booking fields
• Notes — first impressions, client preferences, budget range, anything useful
• Hero Image — add a cover photo that shows on the trip card

The Fast Way

Click AI Import, paste a booking confirmation email, and let JourneyFuse extract everything — supplier, dates, confirmation number, pricing, booking type. Review what it found, tweak if needed, and save. The trip and booking are created in one shot.

You can also create a trip from a lead. When you convert a lead, JourneyFuse creates the client record automatically — then you create a trip and assign it.

The Trip Detail Page

Click any trip to open its detail page. Everything about the trip lives here, organized into tabs:

Overview

This is the tab you'll use most. It has:

• Trip info — destination, dates, pricing, assigned agent
• Status pipeline — click to advance the trip through stages
• Travelers — household members attached to this trip
• Tasks — pre-trip to-dos like "collect passport copies" or "send final payment reminder" (see Trip Tasks)
• Notes — internal notes with timestamps, visible to your team but not clients
• Documents — upload and manage trip-related files

Other Tabs

Tab	What's Inside
Invoices	Every invoice for this trip, with payment tracking
Documents	Uploaded files — contracts, confirmations, itineraries
Communications	Email and message history with the client
Cards	Secure card authorizations collected from travelers
Activity	A full timeline of everything that's happened on this trip
Share	Client portal link and proposal sharing options

Editing and Reassigning

Click the Edit button (pencil icon) to update trip details — name, destination, dates, pricing, or client assignment. Admins and agency owners can also reassign trips to different agents, handy when someone goes on vacation or a client relationship shifts.

Tips for Trip Management

1. Update statuses religiously. Your Trips page is only as useful as the data in it. When the deposit hits, move it to "Deposited." When they're traveling, move it to "Traveling." Your future self (and your team) will thank you.

2. Use the departure countdown. Sort by upcoming departures in Cards view. If a trip is 30 days out and still in "Planning" status, something needs attention.

3. Set deposit and final payment dates when creating the trip. These dates power payment reminder automations. Skip them and you're back to manually tracking deadlines.

4. Use AI Import for speed. When a booking confirmation lands in your inbox, don't retype it. Paste it into AI Import and let the system do the data entry.

5. Add travelers early. Attaching household members to the trip means their info is ready when you need it for bookings, forms, and invoices.

6. Keep notes conversational. "Client mentioned wanting a room away from the elevator — has a light sleeper in the family" is the kind of note that saves a trip six months from now.

7. Clean up closed trips. Once a trip is done and commissions are reconciled, mark it "Closed." It keeps your active views focused on what matters right now.

FAQ

Can I delete a trip? Yes. Open the trip's action menu (three-dot icon) and select Delete. This permanently removes the trip and all associated bookings, invoices, and data. There's no undo, so be sure.

Can I move a trip backward in the status pipeline? Yes. The status pipeline lets you click any stage, forward or backward. If a client's payment bounces and you need to move from "Paid" back to "Deposited," just click it.

What's the difference between creating a trip and creating a proposal? Creating a proposal also creates a trip behind the scenes. If you're building a proposal for a client, start there — you'll get both. If you're just logging a trip that's already booked (no proposal needed), create the trip directly.

Can multiple agents work on the same trip? A trip is assigned to one agent, but any agent in the workspace can view it when using Agency View. Admins can reassign trips between agents as needed.

What are supplier templates? When creating a trip, you can pick a supplier template category (Disney, Cruises, Resorts, etc.) that pre-configures the trip for that type of travel. It's optional — you can always use "Custom" or "Other."