Find your way around
What each button in the left bar does, and how to restart the tour.
2 min read
The bar down the left side (along the bottom on a phone) is your main menu.
| Home | Your dashboard: quick actions, today's figures, the next 7 days and recent activity. See The dashboard and alerts. |
| Bookings | Every flight, hotel, transfer, visa, insurance, tour and cruise you sell, grouped into trips. |
| Leads | Enquiries from people who might become customers, and your website form. See Leads and your website form. |
| Customers | Every company, family and individual you work for, with their details and travellers. |
| Invoices | Invoices, credit notes and payments. Shown to roles allowed to see finance or issue invoices. |
| Travellers | Everyone who travels, across all your customers. |
| Tasks | Your to-do list and your team's, overdue first. |
| Documents | Passport scans, visas, tickets and other files, with their expiry dates. |
| Suppliers | The airlines, hotels and partners you book with. |
| Settings | Your team, permissions, currency, plan and billing, and email notifications. What you see depends on your role. |
| Switch | Only if you belong to more than one company. |
| Sign out | Signs you out and returns to the home page. |
| Help | Opens this guide and restarts the tour. |
Your company's name is shown in a strip across the top of every screen. Your initials and role are at the bottom of the left bar.
Looking and changing
When you open a customer, traveller, booking, supplier, task, document or draft invoice, you first see its details to read. To change something, press Edit, make your changes, then press Save. Cancel puts everything back as it was. If you try to leave with changes you have not saved, SunTrip asks first. You only see Edit if your role is allowed to make changes.
The tour
The first time you open your workspace, a pop-up tour walks you through these places. Tick Don't show this again to stop it appearing on later visits, or press Help then Take the tour to see it again whenever you like.