The Dashboard

The Dashboard

Search, sort, and manage your Trips using the Dashboard.

Finding the Trips Dashboard

  1. The Trips Dashboard is your landing page when logging into Umapped.
  2. The Trips Dashboard is accessible from any screen by clicking the Menu icon at the top of your screen and selecting Trips.

Understanding the Dashboard

  1. The Dashboard is how you navigate between your Trips and (for some users) Trips created within your agency. 
  2. Navigating to the Dashboard also allows you to use the Booking Inbox (on the left side of your screen) to import select bookings, where you can also check your Email API Log.


TIP: Use Search and Filter to help find specific trips on your Dashboard.

Trip Preview

  1. Mouse over the cover photo thumbnail of a Trip to scroll through a preview of its components.

The Dashboard will not appear the same for all users and all agencies. If you have any questions, please get in touch with your account administrator.

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      • Creating a Trip

        Follow the steps below to create a Trip itinerary. From the Dashboard, click +New. Add the Trip name, dates & Tags (optional) and click Create Trip. Click the Camera icon to add a Trip cover photo. Bookings and content can now be created or imported.

      • Adding a Trip Summary

        Add an overview of all your trip segments by using the Summary feature. Click the Add icon in the bottom-right corner of your screen and select Summary. A list of all Trip segments and dates will generate as a Note at the beginning of your trip. To ...

      • Transferring a Trip

        Advisors can transfer the ownership of a Trip created in another user’s account within the same Company to their account. This feature is helpful for taking ownership of a Trip from an advisor that is no longer active within the company. From Company ...

      • Publishing a Trip

        Once segments have been added to the Trip, you can Publish them to make them available to your Travellers. Travellers added to the trip before Publishing will not receive a link to the Web View until the trip is Published. Click the blue Publish ...

      • Using Trip Publisher as a Collaborator

        If another user has invited you to collaborate on a Trip, you can access the Trip from your Dashboard. Open your email invitation If you are a current Trip Publisher user, you will be prompted to log in. If you are not a current Trip Publisher user, ...