Why do some trips have no Chat tab?

Manual clients have no Tripdash account, so there is nothing to chat against. Contact them by email or phone.

Some tabs unlock with certification. Manual-client trips are unlocked by default.

Getting started

Navigating the advisor portal

What each tab does, and the two screens you will live in day to day.

Tomas Beck · Advisor success

Updated 26 Aug 2026

The left navigation is grouped by job, not by feature.

Dashboard shows active trips with pagination, your next steps card, and earnings.
CRM > Pipeline is your lead list: sales stage, last message, estimated commission.
Inbox is traveler messaging.
Tickets is every booked item awaiting documents.
Calendar shows departure and return dates across trips.
Earnings shows commission and Upcoming payouts.
Learn holds courses, tests and your certificate.

Inside a trip you get sub-tabs: Plan, Flights, Hotels, Tickets, Billing, and Chat (Chat is hidden for manual clients, who have no login).

Advisor portalDashboardOpen trip

Jumps straight into the trip workspace for that client.