Group-related surfaces on the client portal split into three distinct landing patterns. Which one a viewer lands on depends on their role: is the client a traveler in the group, a designated Lead, both, or neither?
Hosted Trips — the public-facing tile grid
Every agency's client portal has a nav item labeled {Agency name} Hosted Trips. It shows every Group with a public booking page in an "upcoming" and "past" section:
Upcoming — Groups whose end date is in the future and whose status is Open, Sold out, or Waitlist. Each tile has the cover image, name, destination, dates, and a "Book now" or "Sold out" or "Join waitlist" CTA.
Past — Groups whose end date is in the past. Tile shows "Trip has ended" and, for members who traveled, a "Go to my trip" link so they can revisit memories.
The Group tab — layered on a traveler's trip
When a client who's a member of a Group visits their normal Trip portal page, a new tab strip appears at the top: My Trip | Group. Clicking Group takes them to the group's portal surface.
Inside the Group tab, up to four sub-tabs (depending on role):
Community Chat
The live thread. Everyone in the group sees this — members, leads, and agents all post here together.
Members
The full roster. Names, avatars, "who's on which trip" for members who have their own linked Trip in the group.
Roommates
Only shown if the group has roommate matching enabled. Questionnaire, potential matches, inbound requests, outbound requests, approval status.
Lead Dashboard
Only shown to the designated Group Lead. Full roster with payment status pips, "days behind deposit" nudges, and attention-list items. Zero dollar amounts.
The Lead Dashboard — chase without dollars
The Lead Dashboard is a KPI + roster combo built specifically for a non-agent lead who's helping the agency shepherd a group. It shows:
4 KPI tiles at the top — Members (count vs. capacity), Deposits paid (paid / member count), Behind on forms (count of members with pending forms), Departure (countdown or "Today" / "Past").
Full member roster — one row per member. Name, on-which-trip, deposit status (Paid / Partial / Unpaid pill), forms status ("2 pending" / "All done").
Days-behind-deposit callouts — bold red text next to a member who's past due on their deposit.
Amounts are NEVER surfaced — the whole surface is designed so a group organizer (e.g. the friend who put together a friends' cruise) can chase people without needing to know what everyone paid.
The Lead Landing — when the lead isn't traveling
Sometimes the group organizer isn't going on the trip themselves — a friend who put together a girls' cruise but isn't going, a corporate coordinator organizing an incentive she's not personally attending. They still need portal access to the Lead Dashboard.
For these cases, Trips generates a virtual trip page at /portal/{slug}/groups/{group_id}/lead — same look as a regular trip page (cover, title, dates, countdown) but with:
A "Group Lead" chip in the hero instead of the trip status pill
Only the Group tab (no My Trip tab, because there's no trip)
A Details tab with static group info + the agency contact's name
The full Lead Dashboard + Chat / Members / Roommates access
The portal Dashboard shows a "Group leader dashboard" tile in the Your Trips grid for anyone in this position, so they can find their way to the Lead Landing on login.
Booking flow from the portal
When a client browses a Hosted Trips tile and clicks Book now, they're taken to the public booking page at /g/{slug} — the same page a non-logged-in prospect would see from a shared link. There's no special "logged-in booking" flow today; the portal is a jumping-off point, not an in-portal checkout.
After they book on the public page, if auto-convert is on, a new Trip lands on their portal Dashboard within a few minutes.
Frequently asked
A member has a portal login but doesn't see the Group tab on their trip.
The Trip needs to be attached to the Group (Trips tab on the Group). If the member was manually added without going through the booking form, no auto-link was created — attach the Trip manually from the Trips tab on the Group.
Does the Hosted Trips tile show sold-out groups?
Yes — sold-out groups appear with a red "Sold out" pill and a disabled CTA. A "See next trip" link appears if a future Open group exists.
Can members chat with each other privately?
Not today. The Community Chat is fully public within the group. If someone needs a private conversation, they can email each other via the Members tab (each row shows an email).
What happens to the Lead Dashboard when the group is over?
It stays live. The Lead can still see the roster and payment history for as long as the group is active (i.e. not archived). Archive the group to remove the tile from the portal entirely.
Related
Related guides
Groups in Trips — what they are, when to use them
Groups are Trips' primitive for hosted cohorts — cruise groups, escorted tours, themed trips, corporate incentives. This article explains what a Group is, when to reach for one instead of individual Trips, and how the pieces fit together.
Group financials — sales, commission, and per-member payment tracking
How the Financials tab on a Group rolls up sales, commissions, and per-member payment status across every attached Trip's invoices. The three sub-tabs (Overview, Per member, Commission), how "days behind deposit" is calculated, and how the numbers flow into your regular Sales and Commission reports.
Creating a Group — statuses, destinations, and settings
A field-by-field tour of the New Group form and the Settings tab: the five status states (Draft / Open / Sold out / Waitlist / Archived), the destinations list that feeds every member's Trip, roommate matching, and the archive workflow.