🚀 Key Highlights
Blazing Fast: Loads thousands of travelers in seconds.
Mobile First: A completely tailored experience for your smartphone.
Smarter Filtering: Dynamic pills and inventory-based filtering.
Pre-computed Statuses: Real-time accuracy on who is Paid, Past Due, or just starting out.
🚀 Overview: Speed & Visibility
The new dashboard is non-blocking and lightning fast. You can filter through hundreds of travelers without a single page reload.
📊 1. Core Metrics & Logic
Understanding your numbers is key to a successful trip.
Metric | What it Tells You |
Total Travelers | Travelers on active (not cancelled) bookings that have made their first payment -- each seat counts, so a booking for two counts as two. |
Collected | Everything paid across all bookings on the trip, including bookings that were later cancelled. |
Past Due | The total of scheduled payments whose due date has passed and are still unpaid. |
Expected Total | The full price of every attending booking (Paid or Balance Due -- at least one payment made) plus the money kept from cancelled bookings; bookings with no payment yet (No Deposit / Abandoned) count $0. |
Collection Rate | Collected as a percentage of Expected Total (both figures include money kept from cancelled bookings). |
Paid in Full | Traveler seats on active bookings whose payments cover the full total (a booking for two counts as two). |
🔍 2. Advanced Filtering & Search
Stop scrolling and start finding. Use high-speed filters to isolate specific groups.
Status Pills
All: Every approved booking on the trip.
Attending (Default): Includes everyone who has made at least a deposit (Paid + Balance Due).
Paid in Full: Only those with a $0 balance.
Balance Due: Travelers who are mid-payment plan or haven't finished paying.
Past Due: CRITICAL - Travelers with a scheduled payment whose due date has passed (including payments that were auto-rescheduled after their original date passed).
Cancelled: Bookings that were cancelled.
Abandoned: Travelers who started checkout but never made their first payment.
The Search Bar
Search by First Name, Last Name, or Email. The table updates instantly as you type.
Dynamic Inventory Filtering
Below the metrics, inventory tables for Packages and Add-ons carry a "Click to filter" hint in their header; on mobile the Filters panel also has Package and Add-on selectors.
Click a Package: See only the travelers booked on that specific room/package.
Click an Add-on: See only the travelers who purchased specific extras.
Pro Tip: You can stack these! See "Past Due" travelers on the "VIP Package" with one click.
📋 3. The Traveler Table
Every row represents a booking. Click a row to open a small action menu (View Details, Download Receipts, Cancel Booking); in the fullscreen table view a click opens the Traveler Details panel on the right with its Quick Actions.
Column Breakdown & Sorting
Visual Status Badge: Green = Paid in Full, Amber = Balance Due, Orange = No Deposit, Grey = Cancelled or Abandoned (a past-due traveler keeps the amber badge -- the Past Due amount cell turns red instead).
Financials: Total amount, Paid, Balance and Past Due columns (Refunded and Disputed are hidden until you switch them on under More -> Edit Columns).
Past Due: Specifically highlights the dollar amount a traveler is currently behind.
Sorting: Open the ⋮ menu on a column header and choose Sort A → Z or Z → A, or, on mobile, use the Sort By menu in the Filters panel (Deposit Date, Name, Total Amount, Amount Paid, Balance, Past Due). Want your biggest balances at the top? Choose Balance (Highest).
👤 4. 360° Traveler Management
Management doesn't stop at the table. Click any traveler row and select View Details to access the full Traveler 360 view.
Deep-dive into traveler data including registration questions and payments.
In the Traveler 360 View, you can:
Registration Questions: Review answers to custom forms (dietary needs, shirt sizes, etc).
Payment Schedule: See upcoming due dates and history for this specific traveler.
Process Refund: Issue partial or full refunds directly through the dashboard.
Edit Order: Change package types or add/remove add-ons on their behalf.
📱 5. Mobile Experience
Heading to the airport? The mobile dashboard is optimized for one-handed use:
Collapsed Header: Tap to expand metrics.
Slide-out Filters: A dedicated "Filters" button opens a full-screen menu with status, package, add-on and sort options.
Traveler Rows: Instead of a wide table, we show a compact list with the most vital info.
Quick Actions: Tap a traveler to open their Traveler Details page (the side panel is desktop-only).
⚡ Pro Workflows
Case: "Who hasn't paid their deposit?"
Click the Abandoned pill in the filter bar.
These are your "hot leads" who need a nudge to complete their booking. Use Export → Traveler list (CSV) in the Travelers toolbar to get a mailing list.
❓ FAQ
Why does a traveler show as "Past Due"?
They have a payment plan with a "Scheduled Date" in the past that has not been fully paid (or a payment that was auto-rescheduled after its original due date passed).
How do I export my data?
Click More in the Travelers toolbar, then Export, and choose Traveler list (CSV) or (Excel). The file contains only your current filtered view -- the status, package and search filters apply (the add-on filter does not).
Can I switch back to the old dashboard?
Yes! The "New dashboard!" banner at the top has a here link to the old view. If you closed the banner, it comes back in a new browser session.
Need more help? Join our weekly Organizer Webinar or click the chat bubble below!