Tour & Travel Management Integration in Dash SaaS

Tour and Travel Management Dashboard

• Once you purchase and install the Add-On, the first step is to go to the sidebar and search for the Tour and Travel Management Add-On to access its features.
• The Booking Access section at the top allows you to easily share your tours with customers. You can copy the Booking Link using the Copy Link button or let customers scan the QR Code to view tour details and submit inquiries, making the booking process quick and convenient.
• The dashboard includes summary cards that provide a quick overview of your business performance. These cards display Total Revenue, Active Tours, Total Bookings, and Total Customers, helping you monitor key activities at a glance.
• The Inquiries Trend section shows a visual chart of inquiry activity over time. This helps you understand customer interest patterns and identify peak inquiry periods for better decision-making.
• The Tour Calendar displays a monthly view where customer inquiries appear on their selected dates. You can switch between Month, Week, and Day views to better manage inquiry schedules and plan upcoming tours efficiently.
• The Recent Inquiries table lists the latest inquiries with Customer Name, Tour Name, Date, and Status, allowing you to quickly review and respond to new inquiries.

Settings – System Setup

Tour Season

• To add a new tour season, click the “Create” button. Enter the Season Name in the provided field.
• The list page displays all seasons in a table with the Season Name column. You can perform actions like Edit to modify season details or Delete to remove seasons that are no longer needed.
• These tour seasons will be available for selection when creating tour dates in the Tour section.

Transport Type

• To create a new transport type, click the “Create” button. Choose an appropriate icon from the various transport type icons available, then enter the Transport Type name.
• The list page shows all transport types with columns for Transportation Icon and Transportation Name. You can easily identify transport options through their visual icons and perform actions like Edit to update details or Delete to remove transport types.
• Once saved, these transport types will be available for selection in the Tour section when setting up tour transportation options.

Meal Type

• To add a new meal type, click the “Create” button. You need to enter the Meal Type Name.
• The list page displays all meal types in a table showing the Meal Type Name column. You can search existing meal types and use actions like Edit to modify meal type details or Delete to remove them.
• These meal types will be available when setting up travel meals for specific tours, helping you categorize different meal options for travelers.

Meal Category

• To create a meal category, click the “Create” button. Fill in the Meal Category Name field.
• The list page shows all categories with the Meal Category Name column displayed. You can perform actions like Edit to update category information or Delete to remove unnecessary categories.
• Meal categories work together with meal types to provide detailed meal organization when planning travel meals for tours.

Tips Category

• To add a tips category, click the “Create” button. Enter the Tips Category Name in the form.
• The list page displays all tip categories in a table with the Tips Category Name column. Available actions include Edit for updating category details and Delete for removing categories.
• These tip categories will be used in the Travel Tips section to organize travel advice and recommendations by specific categories for better content management.

Setting – Theme Setup

Brand Setting

• In the Brand Setting section, you will find fields for Logo (header & footer), Favicon (website), Footer Description, Title Text, and Footer Text (for the last footer text copyright sentence). Enter all the relevant details for your brand.
• Once saved, your Logo will appear in both the header and footer sections across your booking website, while the Favicon will display in browser tabs. The Title Text, Footer Text, and Footer Description will automatically appear in their respective sections on your frontend booking page, creating a professional and branded experience for your customers.
• Below you can manage the Dashboard Welcome Card Settings section allows you to customize the welcome card displayed on the dashboard. In this section, you can enter the Card Title, Card Description, Button Text, and Button Icon to control how the welcome message appears to users. After filling in all the required details, click the Save Changes button to store the settings.
• Once saved, these details will automatically appear on the Dashboard page, ensuring the welcome card reflects the updated content and provides users with clear guidance and quick access to the frontend website or key actions.

Banner Setting

• In the Banner Setting section, you will find fields for Title, Short Description, and Banner Image. And at last, enter the details.
• Once saved, the entered Title, Short Description, and Banner Image will automatically appear in the banner section on your website’s homepage, giving visitors an attractive first impression and a clear understanding of your tour services.

Indicators

• To set up indicators for your homepage, enter the Tagline Label, Heading Title, and Sub Title in the main section. Then use the repeater feature to add multiple indicators by choosing appropriate icons from various indicator icons available and entering the Title and subtitle for each indicator.
• Once configured, all indicators will be displayed in the indicators section on your website’s homepage, showcasing key features or statistics about your tour services in a visually appealing format.

Features

• Start by entering the Tagline Label, Heading Title, and Heading Short Description for the features section. Then use the repeater to add multiple features by selecting icons from various feature icons available and entering the Title and Short Description for each feature.
• After saving, all configured features will be displayed in the features section on your website’s homepage, highlighting the key benefits and services you offer to potential customers.

Testimonials

• Enter the Tagline Label, Heading Title, and Heading Short Description for the testimonials section. Use the repeater feature to add multiple testimonials by entering the Client Name, Quote, Rating, and Profile Image for each testimonial.
• Once saved, all testimonials will be displayed in the testimonials section on your website’s homepage, building trust and credibility with potential customers through authentic client feedback.

Social Links

• Use this section to manage the social media links displayed in the website footer. Enter the Social Link URL and select the corresponding Social Icon for each platform. Click Add Social Link to add multiple social media links using the repeater option.
• Once saved, the configured social media icons will appear in the footer, allowing visitors to easily connect with your business across different social platforms.

FAQs

• Enter the FAQ Title, FAQ Description for the FAQs section. Use the Add FAQ button repeater feature to add multiple FAQs by choosing the Icon, Question and Answer.
• Once saved, the configured FAQs will be displayed on your website’s FAQ page, helping customers find answers to common questions about your tour services.

Contact Info

• In the Contact Information section, you will find comprehensive fields for your business contact details. Enter the Phone Title, Phone Sub Title, Phone Number, and Phone Icon, Email Title, Email Sub Title, Email Address, and Email Icon. Location Title, Location Sub Title, Location, Location Icon. Also, add your Google Map Iframe.
• Once saved, all this contact information will be displayed on your website’s contact us page, providing visitors with multiple ways to reach your business with proper visual icons and detailed descriptions.

Quick Links

• Start by entering the Quick Link Heading for the section title. Then use the repeater feature to add multiple quick links by entering the Title and Title Link for each link you want to include.
• After saving, all configured quick links will be displayed in your website’s footer, providing visitors with easy access to important pages and resources on your website.

Custom Pages

• To create a custom page, click the “Create” button and enter the page title, slug (auto-generated from the title but editable), description, and content. Use the “Page Display in Footer” toggle to control whether the page link appears in the website footer.
• The list page shows all custom pages with columns for Title, Slug, and Page Display in Footer status. You can perform actions like Edit to modify page content or Delete to remove pages.
• Custom pages allow you to add additional content to your website; links to these pages will automatically appear in your website’s footer navigation.

About Us

• In the Our Story section, upload an Image and enter a Description that tells your company’s story and background.
• In the Achievements section, enter the Tagline Label, Heading Title, and Heading Short Description to showcase your company’s accomplishments and milestones.
• Once configured, all this information will be displayed on your website’s about us page, helping visitors understand your company’s background, mission, and achievements in the travel industry.

Additional Setting

• This section allows you to configure content displayed across multiple pages of your website.
• In the Tours slider configuration for the homepage section, enter the Tagline Label, Heading Title, and Short Description that will appear above the tours display on your homepage.
• In the Tour dates slider configuration for the tour details page section, enter the Heading Title and Short Description that will be shown above the available tour dates on individual tour detail pages.
• In the Booking notes configuration for the tour booking page section, enter the Title and Short Description that will appear on the tour booking page to provide important booking information to customers.
• In the Opening & closing time configuration section, set your business hours by selecting the Start Day, End Day, Open Time, and Close Time to inform customers about your availability.

Tour Management

• To create a new tour, click the “Create” button at the top of the Tour management page. In the Tour Details section, enter the Tour Name, From location, To Location, Tour Days, Publish Date, select the Transport Type from available options, select the Tour Guide from available options, and set Adult Price and Child Price.
• In the Tour Description section, provide a detailed Description of the tour experience and highlights.
• In the Tour Dates & Availability section, use the repeater to add multiple tour schedules by entering Tour Start Date, Tour End Date, selecting Season Name from available options, setting Booking Start Date, Booking End Date, Total Seat capacity, Number of Days, Number of Nights, and Available Seat for each tour date.
• In the Tour Gallery section, use the repeater to upload multiple Tour Images that showcase the destinations and experiences.
• In the Tour Highlights section, use the repeater to add multiple highlights by choosing appropriate icons and entering compelling titles.
• In the What’s Included in the Tour section, use the repeater to list multiple inclusions by entering titles of services, meals, accommodations, or activities included in the tour package.
• The list page shows all tours with columns for Image, Tour Name, From, To, Date Published, Duration, and Tour Guide. Available buttons include Search and Filters for managing your tour inventory.
• In the Action column, a Delete button is displayed, allowing you to permanently remove the data.
• All tours you create will be displayed on your website’s Home page tours slider section & Tours page for customers to browse, and also shown in the home page slider tour section.
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• In the Action column, the available button, you can use the “Convert to Tour Booking” button that displays all tour inquiries related to a specific tour and allows you to convert them into confirmed bookings. More “Tour Itinerary” after clicking opens a form where you can add detailed day-wise information with fields for Title, Date, Time, and Description that will be displayed on the tour details page.
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• In the Action column, clicking the View action opens a detailed tour page with five tabs.
• General: This tab displays comprehensive details for the selected tour, providing a complete overview of all tour information in an organized, user-friendly interface. The tab includes:
• Header Section: Displays the tour name prominently with location routing (From Location → To Location) and tour duration in days, presented in a gradient-styled banner.
• Statistics Cards: Shows key metrics including total inquiries count, bookings count, adult pricing, and child pricing in visually appealing cards.
• Basic Information Card: Contains essential tour details, including Tour Name, Duration (in days), From Location, To Location, Adult Price, Child Price, and Tour Published Date, all formatted with proper labels and values.
• Tour Highlights Section: Displays tour highlights with custom icons and titles in a grid layout. Each highlight features a selected icon (from options like Camera, Mountain, Utensils, Car, Plane, Hotel, Compass, etc.) with corresponding highlight titles, presented in bordered containers.
• Tour Details Card: Shows additional information, including Transport Type (if specified), assigned Tour Guide details, Guide’s Languages Spoken, and Guide Expertise areas, with fallback messages for unspecified fields.
• What’s Included Section: Lists all included services and amenities with checkmark icons, displayed in a grid format showing what the tour package covers.
• Available Tour Dates: Presents all tour date variations in an organized card layout, including:
• Season information with color-coded badges
• Tour start and end dates with proper formatting
• Duration showing number of days and nights with sun/moon icons
• Seat availability with visual indicators (green/yellow/red dots based on availability percentage)
• Available seats vs total seats ratio
• Tour Description: Displays the complete tour description in a formatted text area, preserving line breaks and formatting.
• Tour Images Gallery: Shows all uploaded tour images in a responsive grid layout (2-4 columns based on screen size) with proper aspect ratios and hover effects.
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• Travel Documents: This tab manages required travel documents for the tour. Click the “Create” button to create new document requirements. Fill in the Document Type (such as passport, visa, etc.), Requirements (specific criteria needed), and Description (detailed information about the document). The list shows all documents with Document Type, Requirements, and Description columns. You can edit existing document details or delete documents that are no longer needed.
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• Transport Bookings: This tab handles all transportation arrangements for the tour. Click “Create” to create new transport bookings. Select the Transport Type from the options you’ve set up in System Setup, enter Departure Location and Arrival Location, then specify Departure Date/Time and Arrival Date/Time. The list displays all bookings showing Transport Type, Departure Location, Arrival Location, Departure Time, and Arrival Time. You can edit booking details or delete Transport bookings.
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• Travel Meals: This tab handles all travel meals for the tour. Click “Create” to create a new travel meal. Select the date, select the Meal Type fromthe dropdown, and fetch from the system setup in the Meal Types module. Select the Meal Category from the dropdown, which is fetched from the system setup in the Meal Categories module. And you can add multiple Meal Items using the Add Meal Item button. Click on that add enter the Meal Item. The list displays all travel meals showing Date, Meal Type, Meal Category, and Meal Items. You can edit booking details or delete Travel Meals.
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• Emergency Contacts: This tab maintains important emergency contact information for the tour. Click “Create” to create emergency contacts. Enter Contact Type (hospital, police, etc.), Organization Name, Contact Number, Available Hours, Location, and Status (active/inactive). When a contact’s status is set to “active”, it will be displayed on the tour details page of the website. The list shows all contacts with columns for Contact Type, Organization Name, Contact Number, Available Hours, Location, and Status. You can view, edit contact information, or delete contacts when needed.
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• The Travel Documents, Transport Bookings, Travel Meals, and Emergency Contacts you add in these tabs will appear on each tour’s individual details page on your website, providing comprehensive information to help customers make informed booking decisions.
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Tourist Inquiry Management

• To create a new tourist inquiry, click the “Create” button at the top of the Tourist Inquiry page. Select the Tour Name from the dropdown available tours, then choose from the Available Tour Dates that are generated based on the selected tour. Enter the Person Name, Email ID, Mobile No, and Address of the inquirer.
• Fill in the Tour Inquiry Date, desired Tour Start Date, and Tour End Date, specify No of persons, No of adults, No of children, and set the Budget Minimum and Budget Maximum ranges. Enter the Tour Destination, Country, No of Days, and No of Nights for the inquiry.
• The Cost Summary section automatically displays Per Adult and Per Child costs generated from the selected tour, along with calculated Total Adult Cost, Total Child Cost, and Total Amount based on the entered number of persons, adults, and children.
• On the list page, you’ll get to see all inquiries with columns for Inquiry Number, Person Name, Tour Name, Inquiry Date, No of Days, Destination, Country, and Total Amount. You can use the search and Filters button to manage the Tourist inquiries list page.
• Actions include View to see complete Tourist Inquiry Details, Edit to modify inquiry information, and Delete to remove inquiries.
• Tour inquiries are also created directly from the website’s tour booking page by visitors.

Tour Bookings Management

• The Tour Bookings list page displays all confirmed bookings with columns for No, Tour Name fetched from tours, Status showing Paid or Unpaid payment status, Customer Name, No of people, Tour Start Date, Tour End Date, and Tour Days belonging to the person who created the original inquiry.
• Available buttons include Search and Filters for managing the bookings list page. Available Actions include Delete to remove bookings and Click “view” to open the Tour Booking Details page.
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• Tour Information: displays complete tour details, including Tour Name, Tour Days, Date of Publish, Transport Type, From, To, Adult Price, Child Price, Tour Description, and Tour Images.
• The Person Details section allows you to add multiple person details related to the specific tour using fields for Person Name, Email ID, and Mobile No, with Add, Edit, and Delete actions available.
• The More Tour Itinerary shows day-wise tour information with Title, Date, Time, and Description fields.
• Tour Inquiry List displays related inquiries with Person Name, Destination, No of Persons, Adult Amount, Child Amount, Total Amount, and Status. The Add Payment action appears when the payment status is Unpaid, opening a form with Date, Amount, Description, and Payment Receipt fields.
• Payment Details shows all payment records with Person Name, Destination, Payment Date, Amount, Reference, Description, Order ID, and Receipt download and preview options, with Delete action available.
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Tour Guides Management

• To add a new tour guide, click the “Create” button at the top of the Tour Guides page. You need to enter the guide’s Name, Languages Spoken, Expertise, Status, and Mobile No for contact purposes.
• The list page displays all guides with columns for No, Name, Languages Spoken, Expertise, Availability Status, and Contact No. Use the search and Filters buttons to manage the tour guide database. With the help of the action column, you can use the edit to modify guide information or delete it whenever you need.

Travel Insurance Management

• To add travel insurance, click the “Create” button at the top of the Travel Insurance page. Select the Tour Name from available tours, enter the Insurance Provider, Policy Number, Price, Valid From, Valid To, and provide detailed Coverage Details.
• The list page displays all insurance policies with columns for Tour Name, Insurance Provider, Policy Number, Price, Valid From, and Valid To. Use the search and Filters to manage this page list.
• In the Actions column, include View to insurance information, Edit to update insurance information, and Delete to remove policies. Travel insurance details will be displayed on the website’s tour details page, providing customers with complete coverage information.

Travel Equipment Management

• To add travel equipment, click the “Create” button given at the top of the Travel Equipment page.
• Fill the required details, such as selecting the Tour from available tours, Equipment Name, Equipment Code, Quantity, Assigned Date, and Return Date, selecting Condition from New, Good, Used, Damaged, or Lost options, choosing Status from Assigned, Returned, Missing, or Under Maintenance, and adding relevant Notes.
• The list page shows all equipment with columns for Tour Name, Equipment Name, Equipment Code, Quantity, Assigned Date, Return Date, Condition, and Status. You can use the search and Filters buttons to manage this list page data.
• Additionally, available Actions include View to see the equipment details, Edit to update equipment details, and Delete to remove equipment records. Travel equipment information will be displayed on the website’s tour details page when its status is set to “assigned”, helping customers understand what equipment is provided or required.

Travel Tips Management

• To create travel tips, click the “Create” button given at the top of the Travel Tips page. First, enter the Tip Title, select Category from available tip categories in System Setup, select multiple Tour Names from available tours, select Season from tour seasons in System Setup, set Status to Active or Inactive, and provide a comprehensive Tip Description.
• The list page displays all tips with columns for Tip Title, Category, Description, and Status. Available buttons include Search and Filters for managing travel advice content.
• Available actions include Edit to update tip information and Delete to remove tips. Travel tips will be displayed on the website’s tour details page only when their status is set to “active”, providing valuable advice and recommendations to travelers based on seasons and destinations.

Contacts Management

• The contacts list page shows all customer queries submitted through your website’s contact us page. The table displays columns for Name, Email, Subject, Status, and options including New, In Progress, Replied, Closed, and Spam, and Newsletter, plus the complete Message content.
• You can use the Search and Filters to manage the contact management page list data. Available Actions include Edit to update contact status and responses, and Delete to remove contact records.
• This section helps you efficiently manage and respond to visitor inquiries, maintaining good customer service and tracking communication status with potential customers.

Tour Reviews Management

• The tour reviews list page displays all customer reviews submitted through your website’s tour details pages. The table shows columns for Tour Name from available tours, Reviewer Name, Reviewer Email, Rating, and Posted on date.
• Available buttons include Search and Filters for managing customer feedback. With the help of the Actions, you can View to see the Tour Review and Delete to remove them.
• This section allows you to manage customer feedback effectively, helping maintain quality control over displayed reviews and building credibility through authentic customer experiences on your website.