Advisor help center
How to run your business on Tripdash
Search the full curriculum: onboarding clients, booking tools, payouts, certification, and account help.
Account & support
- Changing your passwordSigned in, signed out, and what to do when neither works.
Nadia Vaitkus
- Contacting support and what to includeOne address, and the four details that get you a same-day answer.
Nadia Vaitkus
- Troubleshooting sign-in and access problemsLocked tabs, missing leads, session drops, and the fastest fix for each.
Nadia Vaitkus
Booking tools
- Searching and booking flightsLive search, date-range selection, baggage and seats, and what to check before you book.
Lena Okafor
- Searching and booking hotelsFilters, cache freshness, ambiguous destinations, and booking on a client's behalf.
Lena Okafor
- Planning with MarlowWhat Marlow is good at, how to prompt it, and where you must take over.
Lena Okafor
- Tickets, documents and traveler paperworkUploading tickets, what each status means, and annulling a document.
Lena Okafor
Getting started
- What Tripdash is and how your week actually runsThe full advisor loop: lead lands, you plan the trip, you book it, you invoice, you get paid.
Tomas Beck
- Your first week: a checklist that gets you to a paid tripSeven concrete steps, in order, from profile setup to your first invoice.
Tomas Beck
- Navigating the advisor portalWhat each tab does, and the two screens you will live in day to day.
Tomas Beck
Money
- Creating an invoice a traveler will actually payBuilding the invoice, what pulls in automatically, and the PDF.
Ravi Menon
- Getting paid: the payment handshakeHow a traveler reports payment, how you confirm it, and when a trip can be Wrapped.
Ravi Menon
- How payouts reach youPayout methods, timing, thresholds, and how Upcoming payouts is calculated.
Ravi Menon
- Commission and fees explainedHow commission is calculated, what affects it, and where to see it per trip.
Ravi Menon
- Refunds, cancellations and disputesWhat to do first, how the records change, and what support needs from you.
Ravi Menon
- Your subscription, billing and cancellationWhat the plan covers, when it renews, and how to change or cancel it.
Ravi Menon
Training & certification
Working with clients
- How to onboard a new client, start to finishThe New client dialog, the Manual and Automatic paths, and what to collect on the first call.
Tomas Beck
- Claiming and working Tripdash leadsHow lead invitations work, the claim window, and what to send in the first hour.
Tomas Beck
- Writing a plan that gets approvedStructure, pricing transparency, and using the Plan tab and Marlow together.
Tomas Beck
- Handling changes and cancellationsSwapping a flight or hotel, voiding tickets, and what changes on the invoice.
Tomas Beck
- Manual clients: building trips for people with no accountWhen to use the manual track, what is different, and how to keep records clean.
Tomas Beck
- Pipeline: sales stages, follow-ups and commission forecastingWhat each stage means, when to move a lead, and how estimated commission is calculated.
Tomas Beck