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What is Trip Pipeline?

Trip Pipeline is the central workspace for managing trips throughout their lifecycle. It gives you a visual overview of all active trips. Consultants can track progress, manage workloads, complete operational tasks and move trips through each stage of the booking journey.

Each trip is displayed as a card on the board. Cards are organised into statuses that show where the trip is within your workflow.

Trip Pipeline Overview

Quick Links
- Statuses
- Trip cards
- Priority filters
- Search and filtering
- View tasks
- Create trip
- Automations
- Need Help?

 Statuses 

 Statuses are the columns displayed in your Trip Pipeline. 

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By default, these statuses are synced with the itinerary statuses used in the Itinerary Browser. This keeps both areas of the platform consistent.

Your business can customise these statuses to match your internal workflow. Any changes made to statuses in Trip Pipeline are also reflected in the Itinerary Browser.

Trips can be moved between statuses manually by dragging and dropping the trip card into a different column.

Managing statuses

1. Select the Settings cog in the top right corner of the Trip Pipeline.

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2. Choose Edit statuses.

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From here you can:

  • Create new statuses
  • Rename existing statuses
  • Reorder statuses
  • Delete statuses
  • Configure your workflow to match your business processes

Note: Any changes made to statuses in Trip Pipeline are automatically reflected in the Itinerary Browser. 

 For more information on configuring statuses, see How do I manage pipeline statuses in Trip Pipeline?. 

Examples of statuses

Examples of statuses may include:

  • Enquiry
  • Awaiting Quote
  • Quoted
  • Provisional
  • Invoiced
  • Payment Due
  • Paid
  • Booked
  • Travelling
  • Post-travel
  • Cancelled
  • Did not book

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 Trip cards 

Each trip on the board is represented by a trip card. Trip cards give a quick overview of key information, including:

  • Client name
  • Itinerary name
  • Reference number
  • Travel date
  • Number of travellers
  • Task indicators
  • Notification indicators

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Selecting a trip card opens the Trip Panel, where you can view and manage all trip information.  

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Moving trips through your workflow

Trips progress through your workflow by moving from one status to another.

To update a trip's status:

  1. Locate the trip card on the board.
  2. Click and drag the card.
  3. Drop the card into the required status column.

Trip Pipeline Overview (1)

The trip updates immediately and shows its new position in the workflow. Moving trips through the pipeline means consultants always know where each booking sits in the customer journey. 

Card colours and indicators

Trip cards change colour as a deadline gets closer, so you can see at a glance what needs attention.

Colour What it means
⚪White  Nothing due soon
🔵Blue  Information: an automation will soon move this trip forward, for example to Travelled
🟡Yellow  Something is due in the next 30 days
🟠Orange  Something is due in the next 7 days
🔴Red  Urgent: an automation runs tomorrow, or a task is due today or overdue

In addition to colour indicators, trip cards may display:

  • Overdue task notifications
  • Upcoming task notifications

 These visual indicators let consultants quickly assess the state of a trip without opening the Trip Panel. 

 Tip: To learn which automations change card colours, see How do automated workflows work in Trip Pipeline?  

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 Priority filters 

Priority filters help you quickly identify trips that require attention. Available filters include:

  • Urgent
  • 7 Days
  • 30 Days
  • No Priority

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Selecting a filter updates the board to show only trips that match the selected priority level. This lets consultants focus on the trips that need immediate action. 

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 Search and filtering 

 Trip Pipeline includes several ways to find specific trips. 

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Search

Use the search bar to quickly locate trips by:

  • Client name
  • Itinerary name
  • Booking reference

Branding filter

 Use the branding filter to show trips linked to a specific agent or brand. 

Date filter

 Use the date filter to show trips within a specific travel or booking period. 

Advanced filters

The More filters button lets you refine your results using multiple criteria:

  • Trip category
  • Trip priority
  • Number of nights
  • PAX
  • Consultant
  • Branding
  • Travel dates

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Multiple filters can be combined to create highly specific views of your pipeline. For more information, see How do I filter and search trips in Trip Pipeline?  

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 View tasks 

 Selecting View tasks opens the Tasks panel. 

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The Tasks panel gives a consolidated view of all tasks across your trips. It helps consultants manage operational workloads from a single location.

For more information, see How do tasks work in Trip Pipeline?.

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 Create trip 

 Selecting Create trip lets you manually create a new trip in your pipeline. 

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Once created, the trip appears on the board and can immediately be managed through the Trip Panel.

For more information, see How do I create a trip in Trip Pipeline?.

 

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 Automations 

Click the Automate button in the top right of the Trip Pipeline to open the Automate window. 

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Automations do routine admin on your trips for you. Each automation has a trigger, conditions and actions. Automations can change a trip's status, add tasks to the trip, mark all tasks as done and send in-app notifications.

Your account comes with automations already set up. You can edit, switch off or delete any of them. You can also create your own automations. For the full list, see Automations we've set up for you.

For more information, see How do automated workflows work in Trip Pipeline?

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 Need help? 

Contact Wetu Support at support@wetu.com. 
Chat to us Live on your Dashboard

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