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Where do I see a client's trip history?

Every trip a client has ever had with you lives on the Trip History tab of their profile, sorted with the most recent update on top.

Written by Justin Bossi

To see a client's trip history, open their profile and click the Trip History tab.

What appears:

Each trip row shows:

  • Trip name (bold)

  • Lead traveler name and the date the trip was last updated (or "No lead traveler" if none is set)

  • Status chip on the right, colored by state: green for confirmed or completed, blue for pending or draft, red for cancelled

The tab header shows the total trip count for this client.

Empty state:

If the client has no trips yet, you'll see "No trips on file. Trips will show up here once this client has a proposal or confirmed booking."

A note on navigation:

The trip rows on this tab are read-only, meaning you can't click a row to jump into the trip from here. To open a trip, use the Trips section in the main sidebar.


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