Calendar & tasks

A team calendar that fills itself in from your trips.

Departures, supplier deadlines, tasks and client birthdays show up by themselves. When a trip’s dates change, its tasks move with it.

Supplier deadlines come straight from your bookings.

Each booking puts its deposit, final payment and free cancellation dates on the calendar, where the whole team can see them. When the supplier confirms a cancellation, its deadlines come off.

The calendar’s agenda from today, Thu, Sep 10: Sep 10, Send the Parks their transfer times; Sep 11, Margaret Henderson; Sep 12, Free cancellation ends; Sep 14, Collect Emma’s passport; Sep 15, Call with Margaret Henderson; Sep 22, Final payment due $5,860.00. The supplier deadlines, free cancellation ends and final payment due, come from the bookings on Autumn in Japan.

Tasks that move when the trip does.

Set a task for a number of days before departure or after the trip ends. If the dates change, the task moves with them. A date someone picked by hand stays where it is.

See what each agent has on today.

Your board has the columns your agency works with. Switch to Mine, Unassigned or Late, or open a trip’s Tasks tab. Travel Dynamo suggests tasks nobody has set yet, like a balance with a due date and no one assigned to it, and you add the ones you want.

Meridian Travel Co.’s task board across the team, with the views All, Mine, Unassigned, Late and Done today. Over the columns, Dynamo suggests a task: Confirm Marrakech, the road south balance, from Finance, before Oct 24, with Dismiss and Add the task. Then the columns To do, In progress, Waiting on, Done today: Collect Emma’s passport, Maya; Send the Parks their transfer times, Maya; Call Amara Lewis back, Daniel; Book the glacier walk for the Quinns, Nora; Send the Lindsays an insurance quote, Priya; Kaen to confirm adjoining pavilions, Maya; Confirm Positano, by sea balance, Maya, done by itself; Send the Ellises their visa checklist, Caleb.
Meridian Travel Co.’s task board on a phone, with the views All, Mine, Unassigned, Late and Done today. Dynamo suggests a task: Confirm Marrakech, the road south balance, from Finance, before Oct 24, with Dismiss and Add the task. Under it, the Done today column: Confirm Positano, by sea balance, Maya, done by itself; Send the Ellises their visa checklist, Caleb.

Set up a checklist once, and each booked trip gets it.

Automations add the tasks and send the main client the traveler form when a trip is booked, set a review a week before departure, and send a welcome home email two days after the trip.

The automation “Trip booked preparation”: when a trip changes status, when status becomes ready; then create a task, review bookings and prepare travel documents; then send a form, send the selected form to the client. The form is “Traveler details & passport”. Beside it, the templates: Trip booked preparation, Outstanding form follow-up, Welcome home, Pre-departure review, Manual preparation checklist.

Bring in your Google or Outlook calendar.

Choose the calendar of a connected mailbox, and its events show on the team calendar, with Accept, Tentative and Decline on invites. A meeting you set up in Travel Dynamo sends the invites.

Record and take notes on a meetingComing soon

See your agency’s next month before it starts.

14 days free. No card needed. Then $39 a month for you and $29 a month for each teammate, billed annually.