Getting started
What Tripdash is and how your week actually runs
The full advisor loop: lead lands, you plan the trip, you book it, you invoice, you get paid.
Tomas Beck · Advisor success
Updated 26 Aug 2026
Tripdash gives you one place to run a travel business: leads, planning, live flight and hotel inventory, tickets, invoices, and payouts.
The loop
- A lead lands in Pipeline, either from the Tripdash traveler funnel or from a client you add yourself.
- You open the trip workspace and build a plan (Plan tab), with Marlow drafting the day-by-day if you want a head start.
- You search live inventory in the Flights and Hotels tabs and drop options straight into the plan.
- You book through the Book for client flow and upload tickets into the Tickets tab.
- You invoice in the Billing tab and the traveler pays against a branded PDF.
- The trip is Wrapped once payment is settled, and it feeds Upcoming payouts.
Advisor portalCRMPipeline
Example only — this button is not clickable here.
What lives where
| Tab | What you do there |
|---|---|
| Dashboard | Active trips, next steps, earnings snapshot |
| Pipeline | Leads, sales stage, follow-up timing |
| Flights / Hotels | Live search you can book from |
| Learn | Certification courses and tests |
| Tickets | Everything booked, per trip |