Help & Learning Centre
Trip Planning
Create, configure, and manage business trips from first plan to completion.
Add and Manage Accommodation
Record hotels, Airbnbs, corporate housing, and other accommodation for a trip. Import bookings from a calendar file (.ics) or enter details manually. Accommodation appears in the Trip Timeline.
Choose a Trip Creation Method
The Plan a Trip page offers five ways to start a new trip. This article explains each method and when to use it.
Clone a Trip from a Previous Trip
Cloning a trip copies the planning structure — route stops, tasks, and checklist — into a new trip with new dates. Execution history, expenses, notes, and meeting outcomes are not copied.
Collaborate on a Trip
Add collaborators to a trip so other MyBusinessTrip users can view or edit it. Collaborators must already have a MyBusinessTrip account. Two roles are available: Viewer and Editor.
Edit a Trip
Update a trip's name, destination, dates, workspace type, purpose, traveler type, description, and notes from the Edit Trip page.
Manage Travel Bookings
Record flights, rail, ferry, rental car, and parking bookings for a trip. Import bookings from a calendar file (.ics) or enter details manually. Bookings appear in the Trip Timeline.
Track Trip Expenses
Record expenses during a trip by scanning a receipt or entering details manually. The Expenses page shows a category breakdown and running total. Expenses are not submitted automatically — they are a record for your own tracking.
Trip Notes, Tasks, and Checklist
Notes capture observations and discussions during a trip. Tasks track preparation and follow-up work items. The Preparation Checklist tracks readiness items loaded from your workspace template.
Understanding the Trip Dashboard
The Trip Dashboard is the command centre for a single trip. It shows readiness, open actions, today's road travel summary, workspace priorities, and all trip modules in one place.
Use the Execution Page
The Execution page tracks your progress through a trip using phases, playbook steps, blockers, and a daily mission score. It is the operational control centre for running a trip.
Use the Guided Trip Builder
The Guided Trip Builder walks you through seven steps to create a trip: destination, dates, purpose, your role, workspace type, playbook, and a final review before creating.
Use the Planning Brief
The Planning Brief assembles a pre-trip intelligence summary from your trip data and your history — route metrics, execution status, recommendations, known risks, open commitments, contacts, documents, and previous lessons.
Use the Trip Timeline
The Trip Timeline shows travel bookings, accommodation check-ins and check-outs, meetings, and tasks with due dates in chronological order, grouped by day.
Your Trips
The Trips page lists all your active and archived trips. Search, sort, and navigate into any trip from here.