Good morning, Ashlee

💸 Falling behind

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🧳 Urgent onboarding

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📋 Pipeline

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Falling behind

0Most urgent first · canceled & longest-overdue on top

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Needs onboarding soon

0Trip within 45 days & not onboarded

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Pipeline glance

Tap a column to open the board

Client View

See What a Guest Sees

Search any traveler and pull up exactly what they see in their app — live, right here. Great for Zoom calls and walking a client or influencer through their trip.

Unlock live guest data — sign in as admin:

How this works

Sign in once (above) as sabrina@atomictrips.com — a code lands in that inbox, type it in.
Pick a traveler from the dropdown — their trip loads right here. No new tab, no switching windows.
Great for Zoom calls or walking an influencer through a trip — itinerary, photos, dates, all live.
This is a clean read-out, not the literal app screens. For real bug-hunting in the actual app UI, use "Open the real app" below the panel once it's loaded.

Uses the same read-only admin lookup the app's "View as" already has — nothing here can write or change guest data.

Link a traveler

Search existing users by name or email.

Client Success · Ashlee

Clients by Status

Every traveler on an upcoming trip, auto-placed by where they are. They advance as their data lands — nothing to drag. Travel Ready = registered, flights & insurance in, and all menus submitted.

Client Success

Menus

Each trip's menu progress — orders in vs expected (people × menus). Tap a tile for the per-booking breakdown. Finished trips drop into Completed.

CLIENT BILLING 🔒 Sabrina & Ashlee only

Payment plans

Every plan in one place — GoHighLevel and legacy HoneyBook side by side. Failed charges flag here immediately; Ashlee owns follow-up.

All plans –

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Needs attention

v0.34

Client Success Dashboard