Overview
Think your dashboard as your system control center to review important metrics, keep tabs on client dates and trips, and take action on important items like tasks and payments.
The dashboard is currently in beta. We are working to rapidly improve it based on your feedback. If you have any ideas on how to improve it please email [email protected].
Improvements coming soon:
Agency owner version of the dashboard
Customization options to hide modules you don't want to see, or toggle how far out to see items (like 'tasks due soon' instead of 'tasks due today')
Access your dashboard
View at a glance metrics
Add screen shot once live
Items that need your attention blink red
Payments overdue
Tasks overdue
Unpaid authorizations expiring within 3 days
Click on items to take immediate action
Click the row to take action on the item itself
Click the trip tag to go directly to your trip overview
Click the task icon to go right to trip tasks
Resolve payments due by marking them as ‘paid’
Click through on a "payment due" and scroll to the payments section on the booking
Mark it as "paid" to prevent it from showing up on the dashboard
Resolve pending authorizations by marking them as ‘paid’
Click through on a "Pending authorization" and scroll to the payments section on the booking
Mark it as "paid" to prevent it from showing up on the dashboard
Resolve tasks by marking them "complete"
Mark complete right from the dashboard using the little circle
Tasks will show like this until you refresh or return to the dashboard later
Hit ‘task zero’ for a fun reward
Jump back in to trips you recently worked on
See in progress trips, or trips coming up
Quick-add new trips, tasks and contacts
See what’s happening today
Trips leaving today
Client birthdays
Client anniversaries
Passport expirations
Access your dashboard on-the-go
Scales to smaller screen sizes to make access easy on your iPad or phone.