Getting started
What Tripdash does for advisors
The short version of how leads, Marlow, booking tools, and payouts fit together.
The loop you will run every week
- A traveler plans a trip with Marlow, our AI planner, and becomes a lead.
- You claim the lead from Leads. That creates a trip workspace and a chat with the traveler.
- You refine the itinerary, search live flights and hotels, and send the plan.
- The traveler pays. Your commission is tracked in Payouts.
What Tripdash handles
- Sourcing the traveler and the first draft of the trip.
- Live inventory for flights and hotels.
- Messaging, documents, and trip status in one workspace.
What you handle
- Judgement. Marlow drafts; you decide what is actually bookable and worth the money.
- The relationship. Travelers stay because a person answered them well.