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Scheduling & LogisticsTravel, Hotels, and Flights

Use Travel View for transportation and accommodations.

Travel view with no items yet Travel view starts empty until you add travel items.

Travel Events

Travel events can carry:

  • flight details (including legs)
  • ground transport details
  • timing and routing updates

Travel is managed in its own workflow to prevent broken or partial travel records.

New ground travel form Ground, air, rail, and sea each have structured forms.

Create flight modal with flight details tab Create Flight: enter airline, flight number, and legs.

Create flight modal with manage passengers tab After saving flight details, add passengers from your team.

Hotels

Hotel workflows support:

  • property details
  • check-in/check-out dates and times
  • confirmation numbers
  • guest assignment context

Operational Best Practices

  • Enter confirmation numbers as soon as booking is finalized.
  • Keep check-in/check-out times current for day-sheet accuracy.
  • Validate timezone-sensitive travel before publishing final run-of-day notes.

If Something Looks Wrong

If travel appears out of sequence, verify:

  1. correct date is selected,
  2. event type is truly travel, and
  3. check-in/check-out dates span intended nights.
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