Finding your way around
Everything in TravelSpurt is one click from the sidebar. This page explains what each section is for, and the tools that follow you around the app.
The sidebar
| Section | Page | Use it to… |
|---|---|---|
| Operations | Dashboard | See a snapshot of bookings, revenue and fleet health. |
| Back of House | Work through internal ops tasks. More | |
| Bookings | Create and manage every booking. More | |
| Travelers | Browse your traveler directory (CRM). More | |
| Campaigns | Email opted-in travelers. More | |
| Departures | Sell seats on scheduled departures. Only shown when Scheduled tours is on in Settings. More | |
| Calendar | See every booking on a month, week, day or year view. More | |
| Payments | Track what's been paid, what's outstanding and what's overdue. More | |
| Fleet & Compliance | Vehicles | Track servicing, MOT and insurance. More |
| Drivers | Track licences and compliance. More | |
| Guides | Manage the people who receive Trip Packs. More | |
| Vehicle Checks | Review daily walkaround checks and defects. More | |
| Library | Activities | Build the activity library itineraries are made from. More |
| Tour Types | Set up task checklists and traveler forms. More | |
| Media Library | Store your photos. More |
At the bottom of the sidebar you'll find your email address, Support, Settings, Sign out and a Light mode / Dark mode switch. The app starts in dark mode, and your choice is remembered on that device.
On a phone, the sidebar is hidden behind the menu button at the top left.
The dashboard
The dashboard is made of widgets. Archived bookings are never counted.
| Widget | What it shows |
|---|---|
| Overview | Active bookings (Confirmed or Invoiced), upcoming tours, and documents generated. |
| Revenue | Revenue year-to-date and this month (confirmed, invoiced and completed bookings, by departure date), plus outstanding balances. |
| Bookings by status | A donut chart of your pipeline. |
| Tours & passengers per month | A bar chart of the last six months with activity. |
| Recent bookings | The five most recently created bookings. |
| Fleet health | How many active vehicles are OK, due soon or overdue for service, MOT or insurance. |
| Driver compliance | Drivers whose licence, CPC or tacho card is expiring within 30 days or already expired. |
| Vehicle checks today | Today's checks: fit to drive vs defects found, plus open defects. |
Customise your dashboard
- Click Customize dashboard.
- Drag widgets by their handle to reorder them, set each one to Small, Medium or Large, and use the eye icon to hide the ones you don't need.
- Click Save layout. The layout is saved to your login, so it follows you to any device.
Notifications
The bell at the top of the screen shows a red badge when something needs your attention. Click it to open the notifications panel. Click a notification to jump to the booking it's about.
You'll be notified when:
- a client pays a deposit or pays in full
- a card payment fails, flagged as needing action so you can follow up
- a client accepts a quote online
- an invoice is re-issued after a price change
- a traveler completes a trip form on their portal
Use Mark all read and Clear read to tidy up. Read notifications are cleared automatically after 7 days.
Ask TravelSpurt: the in-app assistant
The Ask TravelSpurt button at the bottom right opens an AI assistant that answers how-to questions about the app, such as "How do I add a hotel to an itinerary?". Press Enter to send and Shift+Enter for a new line. It remembers the last few messages, so you can ask follow-up questions.
Contacting support
Click Support at the bottom of the sidebar. Choose a category (Bug, Support or Assistance), describe the problem and click Send message. We reply by email.
Install the mobile app
TravelSpurt can be installed on your phone's home screen like an app. Go to Settings → Mobile app and tap Install app.
- Android / Chrome: your browser shows its own install prompt. Tap Install.
- iPhone: tap the Share icon at the bottom of Safari, scroll down, tap Add to Home Screen, then tap Add.
If TravelSpurt is already installed, the button is hidden.