Dashboard
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My Open
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Received
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Active Inquiries
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Itineraries
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Bookings
Booking pipeline
View all →
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New
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Quote sent
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Awaiting deposit
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Confirmed
· — total
💰 Confirmed
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Quoted
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Outstanding
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Full report →
Recent Inquiries
View all →
| Created | Title | Status | Priority | Destination | Emails |
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Calendar
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Su
Mo
Tu
We
Th
Fr
Sa
This week
Departures & follow-ups in the next 7 days
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Inquiries
Incoming leads, the unclaimed pool, and your own assigned work …
| Received | From | Subject | Category | Priority | AI Summary | Status |
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| Created | Title | Priority | Source | Destination | Party | Emails |
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| Created | Title | Status | Priority | Destination | Dates | Party | Emails |
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| Ref | Client | Trip | Departs | Status | Quote |
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Clients
| Name | Type | Phone | Status |
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Click Refresh to load legacy clients.
✨ Or upload a client list (CSV or JSON)
For client data kept outside this app — export a CSV or JSON file and the AI will
match its columns to the fields here. Nothing is saved until you review the list below.
Bookings
Communication Hub
Hotel outreach, allotment negotiations, and email templates
Itineraries
Itineraries saved in the legacy builder system
| Ref | Client | Trip Title | Category | Departure | Return | Pax | Status |
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Catalog
Hotels, tours, and transport — browse or ask in plain language
Hotels in Guanacaste with pool
Boutique eco hotels Monteverde
Wildlife tours under $80
German-speaking guides Arenal
Transport SJO → Guanacaste
Adults-only luxury hotels
Finance
Revenue, payments, and outstanding balances
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Collected
payments received
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Confirmed Revenue
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Outstanding
Confirmed but unpaid
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Pipeline
Confirmed vs Collected — by Client
Pipeline Breakdown
| Ref | Client | Trip | Departure | Quoted | Confirmed | Paid | Outstanding | Payment | Status |
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| Date | Destination | Departure | Pax | Total | Paid | Outstanding | Payment | Status |
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Settings
Company details, billing, personal preferences and branding
Company & Billing Details
Country of operation
Sets your currency, timezone, date format, and what your tax number is called.
Legal name
The full registered name, as it should appear on an invoice.
Tax ID
Printed on the invoices you generate.
Billing email
Where receipts go. Can differ from your login email.
Billing address
Appears in the invoice header.
My Preferences
Font size
Adjust text size across the app. Saved to this browser only — it won't affect other users.
100%
App Color Palette
Accent color
Choose the accent used for buttons, highlights, and active states across the app. Saved to this browser only.
Company & Branding
Company name
Shown across the app and on client-facing itinerary documents.
Brand color
Used for accents in itinerary documents — separate from the app's own accent color above.
Not set
Logo
PNG, JPG, or WebP, up to 2 MB.
No logo set
Greeting animation
Your logo, a personal greeting, and a motivational
quote — shown once a day on sign-in and every time on sign-out.
Contact info
Website, phone, and email shown in the footer of client-facing itinerary documents.