Find the right records
Use search and filters together. Click a sortable heading to reverse its direction; use grouping where offered. Filters and grouping affect what you see. Check the active filters before assuming a record is missing. Reset filters to return to the full permitted list. Itinerary search and filters are remembered after reload.
Choose a page size and use next/previous to browse. The column manager shows additional fields where available; apply your choice and it is remembered. Selecting rows opens bulk actions. Review the selection and confirmation before submitting, especially payments, deletion or messages. Opening a dialog does not perform the action.
Dashboard and account
Configure Dashboard changes the agency's widgets and their order. Resetting the layout preserves saved reminders. Add a reminder, edit it, mark it complete or delete it. The calendar offers date navigation and month/list views; trip events open their groups.
Agency Settings controls the logo, contact details, default currency, templates and data export. Renaming the agency preserves its login code and panel address. My Profile contains password and two-factor settings; use your current password when requested.
Supporting pages
- Inquiries and the lead board track potential bookings; review details before converting one to a pilgrim.
- Contacts stores your address book. Guides, Transporters and Transfers organize staff and travel arrangements.
- Inventory Items tracks stock and handouts. Review quantities before handing items out.
- Feedback shows traveler responses. Activity Log records changes for authorized team members.
Some pages depend on your plan and permissions. Use the question-mark help beside each page title for its steps, or Team & Roles and Managing Groups.
Each of these pages has its own article: Inquiries & Leads, Transfers, Guides & Inventory, Feedback, Reviews & Your Public Page and Security & Privacy.