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
Booking tools
- Searching flightsHow live flight search works and what the results mean.
- Searching hotelsDestination matching, budget bands, and what to do when a search fails.
- Using Marlow wellPrompting the AI planner so it produces something bookable.
- Trip documents and ticketsWhere to store confirmations so the traveler can find them.
Getting started
Money
- How to receive payoutsConnect Stripe or PayPal, and how the payout cycle works.
- Commission and fees explainedWhat you earn, what the platform takes, and where to see it.
- Refunds and chargebacksWhat happens to your commission when money goes back.
- Your subscription and billingPlans, renewal dates, and how to cancel.
Training & certification
Working with clients
- How to onboard a clientFrom first message to a signed-off itinerary, step by step.
- How to claim and work a leadClaiming is first come, first served, and creates the trip workspace.
- Writing itineraries that convertStructure, pricing transparency, and the three lines that close.
- Handling changes and cancellationsWhat to do when dates move, flights cancel, or a client backs out.