The Travel Library is a reusable collection of places you visit during business travel. Save a hotel, restaurant, client site, or regular stop once — then use it across every future trip without re-entering the address.
Getting to the Travel Library
Click Travel Library in the sidebar under the Planning section.
Place categories
Every place belongs to one category:
- Hotel — accommodation
- Restaurant — dining
- Business Site — client or partner locations
- Office — your own offices or regular work locations
- Fuel — fuel stations
- Service — service providers
- Other — anything else
Places are grouped by category in the list view.
Adding a place
- Click Add Place in the top-right corner.
- Select a category (required).
- Enter the place name (required).
- Add address, city, province/state, and country.
- Optionally add phone, website, and notes.
- For Hotels, Business Sites, and Offices: optionally add Parking Notes and Access / Arrival Notes.
- Click Save Place.
Calculating a location
After saving a place with an address, you can calculate its map coordinates. Open the place for editing and click Calculate Location. The system attempts to geocode the address. If multiple results are found, you are shown a list to choose from. Confirming a location enables the Directions quick action on linked contacts.
Linking a Travel Program
When adding or editing a place, you can link it to one of your Travel Programs (for example, a hotel loyalty program). The linked program name and tier appear on the place row.
Favorites
Mark any place as a favorite using the star icon. Favorites appear in the ★ Favorites filter tab.
Searching and filtering
Use the search field to find places by name, city, or address. Use the filter tabs to narrow by category or favorites.
Use count
Each place shows how many times it has been used across trips. This helps identify your most-visited locations.
Linked contacts
If contacts in your Contact Directory are linked to a place, they appear below the place details on the place row. Each linked contact shows a Call quick action.
Archiving a place
Click the archive icon on a place row to hide it. Archived places are not deleted. Archiving is confirmed before it takes effect.
Duplicate detection
When saving a new place, the system checks for an existing place with the same name. If a potential duplicate is found, you can save anyway or cancel.
Tips
- Add parking and access notes to hotels and client sites — these details are easy to forget and useful to have on hand when arriving.
- Link a Travel Program to a hotel to keep your loyalty information visible alongside the place.
- Link contacts to places so you can call the front desk or site contact directly from the Travel Library.