Navigating Tourbox

This page is a short orientation to the Tourbox interface so you know where to find things.

The sidebar

The left sidebar is the primary navigation. Items are grouped by area:

• Dashboard: KPI overview and activity widgets.
• Tasks: Your team's task list.
• Pipeline: Enquiries, Bookings, Customers.
• Content: Catalogue, Library (Media, Collections, Hub, Doc Intelligence, Templates), Forms, Reference (Places, Tags, Lists).
• Finance: Customer documents, customer payments, suppliers, supplier documents, supplier payments, bank accounts, currency contracts.
• Communications: Unified inbox and outbox.
• Reports: Pre-built reports and custom report builder.
• Settings: Organisation, members, billing, integrations, email templates, AI.

Items you don't have permission to use are hidden automatically.

The top bar

The top bar contains:

• The organisation switcher: if you belong to more than one organisation, switch between them here.
• The global search: search across enquiries, bookings, customers, and content.
• Quick create shortcuts for common records (new enquiry, new booking, new task).
• The profile menu: your profile, preferences, and logout.

Breadcrumbs

Most pages show a breadcrumb trail at the top so you always know where you are. Click any segment to jump back up the hierarchy.

List pages

Every record type has a list page (e.g. Enquiries, Bookings, Customer Payments). Lists share a consistent pattern:

• A search box for free-text search.
• Filters along the top, by status, tag, owner, date range, etc.
• A view toggle between list and grid views where applicable.
• Sortable columns in list view (click a column header to sort).
• Page size and pagination at the bottom.
• A primary New button in the top-right.

List preferences (filters, sort, page size, view mode) persist per section for the current session.

Detail pages

Detail pages typically show:

• A header with the record's title/identifier, status badges, and primary actions.
• A status stepper for records that follow a lifecycle (enquiries, bookings).
• Tabs for major sections of the record (e.g. a booking has Overview, Itineraries, Finance, Communications, Files, Passengers, Share, Timeline).
• A timeline of activity for the record.

Keyboard and shortcuts

Many lists support clicking on a row to open the detail page in the same tab, or using the right-click / middle-click to open in a new tab. Some pages support keyboard navigation through list items.

Themes

Tourbox supports light and dark themes; switch from the profile menu. Theme preference is per user, per device.