Trip Logistics: See What's Done at a Glance

Every trip has a Logistics strip: a row of small icons that tells you, without opening anything, what is sorted and what you still need to chase. Green is done, amber is waiting, and grey means nothing has been set yet.

The four built-in statuses

Every trip shows the same four: Insurance, Transfers, Flights and Travel docs. Click an icon to see its choices (Insurance, for example, runs from Offered through Quote sent to Accepted or Declined). Under Transfers you can also type who runs the transfer.

Some of these fill in on their own. A confirmed flight or transfer booking on the trip marks that icon for you, and a client's insurance answer on a proposal, invoice or waiver shows on the shield. Anything you pick yourself always wins.

Add your own checks

The four built-ins cover most trips, but you probably track other things too: park tickets, dining reservations, online check-in. You can add up to three yes/no checks of your own, and they appear on every trip in your agency.

1. Open Settings from the account menu, then click Trip Logistics.
2. Type a name (for example Park tickets), click the round icon button to pick an icon, and click Add check. Or click one of the suggestions under the list to add it in one step.
3. To rename a check, click its name, type, and press Enter. Use the arrows to change the order, or the bin to remove it.

The top of the card shows how the strip will look on a trip as you go.

Each check has two answers: Done (green) and Not yet (amber). Leave it blank and it stays grey.

Only agency owners and admins can add, rename or remove checks. Everyone on the team can mark them on a trip.

Where your checks show

• The trip page. On the Overview tab, your checks sit after Travel docs in the Logistics strip. Click an icon to choose Done, Not yet or Clear. On a cruise trip, the strip is in the To chase list on the cruise tab.
• The trips list. A trip card shows its Logistics icons once anything has been set on that trip. A card shows at most six icons, so with three checks of your own the third one is left off the card. It still shows on the trip page.
• Group rosters. On a group's Participants tab, your checks sit after the built-in icons in the Ready column, one per room. A row only reads All set once your checks are Done too.

Trips that belong to a group booking take their logistics from the group roster, so set them there. The trip page shows the roster's values but can't change them.

Removing a check

Removing a check takes it off every trip, along with whatever was marked on it. If you add a check with the same name later, it starts blank.

What clients see

Nothing. Logistics are for you and your team. They don't appear on the client portal, in emails or on proposals.