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Client + Supplier Dashboard

Each side gets their own view of the trip.

The traveller sees the itinerary, the price and where to pay. The supplier sees the request, their quote and the confirmation. Both are views of the same trip record, and neither sees the other’s side.

Client + Supplier Dashboard overview

The traveller’s side

The current itinerary, the total, payment instructions and a place to ask a question. No login: the magic link is the door.

The supplier’s side

The request with dates and travellers, a place to quote line by line, and the confirmation once it is booked. They never see your margin.

Your side

Both, together, with the stage and every message in one thread. You see what each side has opened and when.

How the dashboards stay in sync

A trip has one record and one magic link per side. Every view is rendered from the record at the moment it is opened.

A supplier updates a price or a traveller changes a date. The record changes, and the other side’s view changes with it.

Either side asks from their dashboard. The message arrives on the trip thread, addressed to you.

Payment instructions appear on the traveller’s side automatically. Marking money received is always a deliberate action on yours.

Nairobi — 9 nightsOne record
Traveller linkItinerary, documents, payments
Open
Supplier linkTheir request and their quote
Open
Neither sees the otherNo budget, no margin
Two doors into the same trip.
Day 4 changedBoth sides
Supplier moved the campMara North → Naboisho
Traveller’s itineraryUpdated on their link
You were toldBefore they asked
One change, everywhere it matters.
QuestionsOn the thread
“Is the park fee included?”Traveller · 2 h ago
“Can we hold 3 nights?”Supplier · yesterday
Both on the trip recordNot in your personal inbox
You are not the record any more.
DepositAwaiting you
Request sent€1,480 · on the traveller’s link
Bank shows a transferYou check it
By hand
Mark as receivedOnly a person does this
By hand
Money received is marked by a person, never guessed.Mark received

Client + Supplier Dashboard is part of Portal. Start free on Showcase, and switch on what you need as the trips come in.

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