Navigating the advisor portal

Tabs

• Dashboard — onboarding status, active trips, and what needs attention today.
• Leads — unclaimed travelers. First to claim owns the trip.
• Trips — every trip you own, its itinerary versions, documents, and messages.
• Flights and Hotels — live search. Unlocked through certification.
• Learn — the certification curriculum and your certificate.
• Messages — one thread per trip or proposal.
• Settings — profile, password, payout details.