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Weekly Recap

Your Monday briefing now covers the right timeframe, last week’s results and this week’s priorities, clearly separated.

Your Monday morning email now covers the right timeframe, and your dashboard gives you a clearer picture of who’s traveling this week and what payments are outstanding.

Smarter Weekly Recap Email ✉️

Accurate date windows per section

  • Acquisition and finance data now covers the previous week (Mon–Sun), so the numbers reflect what actually happened last week
  • Upcoming arrivals and task reminders look ahead at the current week: giving you a clear action list for the days ahead
  • The email subject line shows the exact reporting week’s dates, so you know at a glance what period is covered

Reliable delivery

  • Improved organization fetching ensures recap emails reach all users, even for teams with more complex account structures

Dashboard: Real-Time Trip Visibility 📊

Active Trips widget

  • A new dashboard section shows clients currently on their trip: name, destination, and travel dates at a glance
  • Your team can see who is traveling right now without digging through the trips list

Upcoming Arrivals redesign

  • Each arrival card now shows the client’s avatar and name: know who’s arriving without opening the trip
  • A payment status banner at the bottom of each card shows whether the trip is fully paid, has an outstanding balance, or has no quote yet
  • Toggle between card and list view. Your preference is saved automatically

Why This Matters

The weekly recap is your Monday briefing, and it should tell you about last week’s results and this week’s priorities, not mix them up. With accurate date ranges per section, you can trust the numbers. On the dashboard side, Active Trips and the refreshed Upcoming Arrivals cards give your team a full operational snapshot (who’s paid, who’s traveling, who’s arriving) without any extra clicks.

Make every trip easier to sell.

Create better proposals, keep your team aligned, and grow your agency, all in one place.

No charge during the trial. Cancel anytime.