Finding your way around
Everything in TravelSpurt is one click from the sidebar. This page explains what each section is for, and the tools that follow you around the app.
The sidebar
| Item | Use it to… |
|---|---|
| Main Dashboard | See today's priorities at a glance. More |
| Bookings › Calendar | Create and manage every booking, and see them on a calendar. Bookings · Calendar |
| Back of House | Work through internal ops tasks. More |
| Travelers | Browse your traveler directory (CRM). More |
| Campaigns | Email your travelers. More |
| Departures | Sell seats on scheduled departures. Only shown when Scheduled tours is on in Settings. More |
| Tour Types | Set up task checklists, traveler forms and automated emails. More |
| Fleet & Crew | Vehicles, Drivers, Guides and Vehicle Checks. Fleet · Drivers & guides |
| Payments | Track what's been paid, outstanding and overdue. More |
| Library | Activities and Media Library. Activities · Media |
| Control Panel | Support, Settings, Email templates, Email brand and Email automation (when switched on for your account), and Team (Owner/Admin only). |
At the bottom of the sidebar are your email address, a Light mode / Dark mode switch and Sign Out. The app starts in dark mode, and your choice is remembered on that device. On a phone, the sidebar is behind the menu button at the top left.
What you see depends on your role. Staff users don't see Team, and Driver users see only their own trips. See Roles.
The top bar and quick search
On a desktop, the bar across the top shows:
- the name of the page you're on;
- Quick search: type at least two letters of a client name, tour name or booking reference to see matching bookings. Click one, or press Enter to open the first result;
- the notification bell;
- your profile menu, with your name and organisation, plus Settings, Support and Sign out.
The dashboard
The dashboard greets you by name and has a Create Booking button at the top right. Below the Getting started checklist you'll see:
| Panel | What it shows |
|---|---|
| Active Bookings | Confirmed and Invoiced bookings. |
| Upcoming Tours | Bookings departing today or later. |
| Documents Generated | Documents across your active bookings. |
| Outstanding Balance | What's still owed on Confirmed and Invoiced bookings. |
| Operations Health | How much of your fleet, driver compliance and today's vehicle checks are in good shape. |
| Upcoming Departure | Your next four trips. Click View Details to open one. |
| Traveler Tasks | Traveler tasks still pending before upcoming trips. |
| Need Attention - Alert | Bookings with a balance outstanding. Click one to open it. |
| Recent Activities | Your latest notifications. |
Each tile's ring shows a percentage. Hover over it for an explanation.
Notifications
The bell shows a red badge when something needs your attention. Click it to open the notifications panel, then click a notification to jump to the booking it's about.
You'll be notified when:
- a client pays a deposit or pays in full;
- a card payment fails, flagged as needing action so you can follow up;
- a client accepts a quote online;
- an invoice is re-issued after a price change;
- a traveler completes a trip form on their portal.
Use Mark all read and Clear read to tidy up. Read notifications are cleared automatically after 7 days.
Ask TravelSpurt: the in-app assistant
The Ask TravelSpurt button at the bottom right opens an AI assistant that answers how-to questions about the app, such as "How do I add a hotel to an itinerary?". Press Enter to send and Shift+Enter for a new line.
Contacting support
Click Support under Control Panel, or in your profile menu. Choose a category (Bug, Support or Assistance), describe the problem and click Send message. We reply by email.
Install the mobile app
TravelSpurt can be installed on your phone's home screen like an app. Owner/Admins can go to Settings → Mobile app and tap Install app.
- Android / Chrome: your browser shows its own install prompt. Tap Install.
- iPhone: tap the Share icon at the bottom of Safari, scroll down, tap Add to Home Screen, then tap Add.
On any phone you can also use your browser's own Add to Home Screen option.
"Your account is suspended"
If you see this screen, access to your organisation has been paused. Click Contact support and we'll look into it.