What is Concierge?
The Concierge screen is your operational command center. Instead of opening individual itineraries to see what’s happening today, the Concierge automatically collects all services from all active itineraries and displays them chronologically.Think of it as your daily to-do list for all active trips combined. It’s especially useful when you have multiple trips happening simultaneously.
How It Works
The Concierge pulls all services from active itineraries and displays them based on their date. By default, it shows today’s services, but you can switch between day, week, month, or year views. Common uses:- Morning briefing - see everything happening today
- Pre-trip checks - review upcoming services this week or month
- Status updates - quickly update multiple services across different trips
- Supplier communication - send purchase orders or messages to suppliers
Navigating Dates
Choose how you want to view your services:View Options
Select your time view:
- Day - See all services for a specific day
- Week - View services across a full week
- Month - See the entire month’s services
- Year - Annual overview of all services
Navigation
Once you’ve selected a view:
- Use the dropdown to select which day, week, month, or year to view
- Use arrow buttons to navigate forward or backward
- Click “Today” button to quickly return to the current day
Information Displayed
Each service row shows key operational details:| Field | What It Shows |
|---|---|
| Service Title | Name of the service with supplier name below |
| Traveller Name | Customer name (clickable to see profile) |
| PO | Shows if any mandatory purchase order fields are missing (same as in itinerary) |
| Status | Current service status (same as in itinerary) |
| Time | Start and end time of the service |
| Tasks | Number of tasks associated with the service (click to view) |
| Travel Agent | Collaborating travel agent (clickable to see profile) |
Opening Service Details
Click on any service row to open the service details panel where you can:Edit Service Details
- Update time, location, notes, description
- All fields available to edit
- Changes sync automatically with itinerary
Change Status
- Update service status (Ready, Confirmed, Completed, etc.)
- Status changes reflect in the itinerary immediately
Manage Tasks
- View tasks linked to this service
- Add new tasks or mark existing ones as complete
- Track progress on service-related to-dos
Navigate to Itinerary
- Click the itinerary button at the bottom of the service details panel
- Opens the full trip in context
- See all services together
Purchase Orders & Messaging
Send Purchase Orders
You can send purchase orders directly from the Concierge: Single service:- Click on a service to open details
- Click “Purchase Order”
- Select/deselect fields to include
- Send to supplier
- Select checkboxes next to all services with the same supplier
- Click the purchase order button
- Send one purchase order for both services
Make sure all mandatory PO fields are filled out. The PO column shows if any fields are missing.
Send Messages
Contact Suppliers: Single service:- Click on a service to open details
- Click “Contact Supplier”
- Send message about that specific service
- Select checkboxes next to all services with the same supplier
- Click the envelope icon
- Send one message regarding all selected services
- Select checkboxes next to services for the same traveller
- Click “Duty Message”
- Send both services in the same duty message
Filtering & Grouping
Organize your Concierge view to focus on what matters: Grouping Options:Time
Shows services in chronological order throughout the day (default view)
Traveller
Groups all services by traveller name. Best for managing multiple trips and checking on specific guests.
Status
Groups services by status (Ready, Confirmed, etc.). Best for identifying what needs attention.
Common Workflows
Morning Briefing
1
Open Concierge
Default view shows all services happening today (Day view)
2
Review Status
Check which services still need confirmation
3
Send Purchase Orders
Send any remaining purchase orders for today’s services
4
Check Tasks
Review any pending tasks for today
Pre-Trip Preparation
1
Switch to Week View
View services for the upcoming week
2
Group by Status
Focus on services that aren’t confirmed yet
3
Bulk Purchase Orders
Select multiple services from the same supplier and send one PO
4
Review Details
Check service times, locations, and that all PO fields are complete
Day-of Operations
1
Monitor Today
Keep Concierge open in Day view to track today’s services
2
Update Status
Mark services as completed as they finish
3
Handle Issues
Quickly contact suppliers or travellers if problems arise
4
Complete Tasks
Check off tasks as they’re completed throughout the day
What’s Next?
Now that you understand the Concierge, learn about:- Tasks - Keep track of everything that needs to be done
- Dashboard - Your overview of all proposals, itineraries, and tasks
Learn More About Concierge
View the complete Concierge documentation for detailed information about workflows, bulk operations, and advanced features.