PTC admin
Dashboard
Website Editor
Website Editor
Content and appearance
Manage the website
Choose a website tool from the sidebar.
Add Widget
My Tasks
Coming up
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Current Month Bookings
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Bookings
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Total Agents
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Agents on the Move
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YTD Top 10
Agents Missing Data
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Contracts Awaiting Signature
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Needs Attention
Checking what needs attention…
Upcoming Events
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Latest on Instagram
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Add Widget
My Tasks
Coming up
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Upcoming Events
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Latest on Instagram
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Customize Home
Add Widgets
Training
My Training
Progress
Training Modules
Some modules may send you to an outside vendor site. When you finish that work, return here and mark the module complete.
Coming Soon
Marketing Tools
Marketing sections will live here as we define them.
Marketing
Edit Marketing Home
Manage the slideshow displayed at the top of Marketing Home.
Marketing Home
Slideshow Banner
Add images, optional copy, and links, then arrange the slides in display order.
Drop a marketing banner image hereor click to choose an imageJPG, PNG, WebP, GIF or AVIF · 10 MB maximum
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Marketing
Business Cards
Card Editor
Template Preview
Your agency determines which template options are available. The background artwork is locked; only the live text fields can be edited.
Marketing
Email Signature Builder
Signature Editor
Live Preview
Adjust the contact details below, then copy the finished signature and paste it into your email provider’s signature settings.
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After copying, paste directly into the signature editor in Gmail, Outlook, or Apple Mail.
Member profile
Your Profile
Security
Change Password
Hiring
Prospective Advisors
Workflow
Prospect Pipeline
Questionnaire submissions appear here, then admins can send the overview video, track interviews, and convert approved prospects into agents.
Leads
Active Leads
My Work
My Leads
Leads
Lead Archive
Browse every lead, including archived records. Open a row to correct its details, restore it, or assign it again.
| Date | Lead | Destination | Status | Assigned agent | Outcome | Archived |
|---|
Training
Agent Onboarding
Milestones
Training Progress
Use linked training records to follow each agent from onboarding through systems setup, supplier training, profile readiness, and launch.
Agents
Agent Directory
Agents
Internal Agent Profile
Choose an agent from the directory.
Agents
Contracts
DocuSign
Agreement signatures
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Current year
Contract Status
Tracks current-year contract records for active agents. Signed status comes from the Agent Contracts table.
Agents
Agent Levels
Milestones
Current Agent Levels
Historical annual records are snapshotted before a name or threshold changes.
Immediate status
Current Year Promotions FY2026
Next fiscal year
Next Year Level Outlook FY2027
Level maintenance
Missing Agent Levels
Only active agents can be updated: blank profiles receive Advisor, and blank current-FY starting levels inherit the profile level. Inactive agents are shown for review only.
Admin exception
Profile Level Overrides
Changes only the agent's current profile level. Earned levels, starting levels, and booking totals remain unchanged. Every change and removal requires a reason.
Benefits
Benefit Management
Manual assignment
Assign Benefit
Assign any active benefit regardless of the agent’s current level. Manual assignments remain in the award history.
Benefit definition
Add Benefit
Catalog
Benefits
Define level, ranking, and manually awarded benefits. Editing a definition does not alter historical awards.
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100% personal travel commission
Annual trip allowances
Rules are evaluated in priority order. FY booking thresholds are not advisor levels. Leave the limit blank for unlimited trips.
History
Agent Benefit Awards
Awards will appear here as benefit workflows are added.
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Benefits
Achievements
Badge definition
Add Achievement
Manual award
Award Achievement
Use reporting tools to determine recipients, then record the historical or current-year award here.
Badge catalog
Available Achievements
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History
Achievements Awarded
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Agents
Leadership Team
Leadership roles
Current Assignments
Review leadership roles and edit a role to rename it or assign a different agent.
Leadership
Edit Role
Client records
Clients
New record
Add Client
Admin tool
Client Relationships
Search for a client by name, email, TESS client ID, or linked agent. This tool changes client access and selected trip relationships only; it never rewrites booking-agent attribution or commission history.
Selected identity
Client
Client record
Client
Client information
Edit Client
Trip record
Trip
Planning
My Tasks
Tasks assigned to you, including tasks on trips and bookings.
Tasks
Assigned to me
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Add Task
CRM
Trips
New record
Add Trip
Booking record
Booking
CRM
Bookings
Vendor record
Vendor
Bookings
Bookings Import
Import
Upload Bookings Report
Upload the complete Travel eSolutions Sales by Booking Date spreadsheet. The report year is detected automatically and every month in the report is refreshed, including prior months affected by cancellations or adjustments. Review matched agents, then commit fiscal-year agent and vendor totals to the database.
Data migration
Clients & Historical Bookings
Step 1
Import Clients
Import the complete client export first. Exact agent matches are linked automatically; anything uncertain is preserved for review.
Step 2
Link Historical Bookings
After clients are committed, import Bookings by Supplier. Existing financial bookings are enriched by booking number; missing historical bookings are created without overwriting sales-report amounts.
Step 3
Review Queue
Resolve uncertain relationships, save recurring source-name matches, or dismiss rows that do not require action.
Reporting
Commission Import
Agent payments
Upload Checks Paid Report
Import individual commission checks, reconcile recipient names, and fill blank profile address fields from the Summary sheet. Existing profile addresses are never overwritten.
Reporting
Commissions
Payment history
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Commissions
Received
Enter supplier checks and reconcile each amount to its bookings.
New supplier check
Commissions / Received
Check details
Bookings
Legacy Google Sheet Import
Legacy Sheet
Upload Bookings Report
Upload a full-year Travel eSolutions PDF or Sales by Booking Date spreadsheet to update every month in the detected calendar year in the legacy Google spreadsheet. Reconcile agent names before committing.
Reporting
Leaderboards
Agent rankings
YTD Bookings
Agent rankings
Monthly Bookings
Agent rankings
Lifetime Earnings
Vendor Rankings
Generate a Vendor Leaderboard
Reporting
Vendors
Vendor registry
Add Vendor
Canonical names and aliases are used when reconciling booking reports.
Analytics
Agency Overview
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Analytics
Demographics
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Analytics
Sales & Vendors
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Analytics
My Analytics
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Support
Tax Center
Commission reporting is coming later
These totals will become available after the CRM tracks individual bookings, vendor commissions, adjustments, and agent payouts. This page is a placeholder for that future workflow.
Agency reporting
1099 Income Summary
| Agent | Reportable income | 1099 status | |
|---|---|---|---|
Income records will appear here once commission tracking is available. | |||
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Your annual summary
Income Detail
Gross commissions paid—
Reportable adjustments—
Total reported on Form 1099—
A downloadable tax document and payment detail will be added after the commission system is built.
Support
Missing Commissions
Admin settings
Submission Notifications
Separate multiple email addresses with commas.
My inquiries
Review current and previous missing commission requests.
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Agents
Add New Agent
Created
- Temporary password
Agents
Reset Password
Password reset
- Temporary password
Admin
Invite Users
Bulk setup
Generate Setup Credentials
Select active agents, generate new temporary passwords and invite links, then use the results to send setup instructions. Password hashes are stored immediately; temporary passwords are only shown in this batch.
Generated
Agents
Import Agents
Roster import
Import Current Agent Roster
Pull the current roster directly from Google Sheets or upload a spreadsheet file, review exact matches and unresolved names, then commit profile, login, and contract records to the database.
Website
Homepage Carousel
Hero images
Manage Carousel Images
Drag images to rearrange their order. Drop new image files anywhere below to add them, or use the upload button. Changes publish immediately.
Drop images here
or click to choose one or more files
Homepage sections
Edit Homepage Copy & Images
Content is grouped to match the order of the public homepage. Save copy together; image replacements publish as soon as each upload completes.
Website
Meet Our Advisors
Page copy
Edit Meet Our Advisors
Edit the page introduction shown above the advisor directory.
Website
Homepage Promotional Banners
Monthly promotions
Manage Banner Images
Display one or two supplied promotional banners between the homepage hero and destinations. Changes publish immediately.
Drop banner images hereor click to choose files · maximum two banners
Website
Credentials & Partners
Trusted travel expertise
Manage Credential Logos
Add, remove, and rearrange the logos displayed on the Pixie homepage. Changes publish immediately.
Drop credential logos hereor click to choose one or more files
Website
Form Builder
Pixie public forms
Choose a Form
Page wording and form questions are organized separately below. One save action publishes all changes to the selected form.
Brand
Website Logo
Shared brand asset
Current Logo
Replacing this file updates the public website and every dashboard instance for this agency.
Brand
Website Colors
Pixie Travel palette
Site Color Settings
Changes apply across the public Pixie website after saving.
Agents
De-Activate Agent
Soft archive
Deactivate Without Losing History
This will uncheck Active, hide the public profile, disable dashboard login, and set Launch Status to Inactive. Bookings, notes, training records, and historical links are preserved.
Deactivated
The agent is inactive, hidden from the directory, and login access is disabled.
Admin
Email Templates
Design, test, and activate the emails sent by dashboard activity.
Email Preview640px desktop canvas
Delivery history
Recent Emails
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Admin
Announcements
Create notices for selected dashboard audiences, pages, and dates.
Library
All Announcements
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Dashboard Home
Edit Dashboard Carousel
Manage the slideshow displayed at the top of the dashboard.
Dashboard Home
Dashboard Carousel
Create visual news and feature slides for the dashboard home page.
Drop a dashboard header image hereor click to choose an imageJPG, PNG, WebP, GIF or AVIF · 10 MB maximum
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Admin
Surveys
Build short, targeted surveys that appear prominently inside the dashboard.
Library
All Surveys
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Appearance
Theme Builder
Create distinct dashboard themes for administrators, Pixie agents, and PTC agents. Only published themes can be used outside this editor.
Live Preview
Coming soon
Marketing Tools
Regular body text explains the current tool.
GeneralImportantUrgent
RowsCardsTable
Three new promotions
Soft border / divider
Navigation
Menu Builder
Agency Dashboard
Drag headings and pages into the order you want. Publishing changes navigation for every user while existing page permissions remain in effect.
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Settings
Profile Defaults
Planning
Itineraries
Create polished client itineraries with one of the agency’s preferred planning platforms.
Community
Document Center
Browse and share client resources, itineraries, checklists, marketing materials, and internal documents.
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Community
Discussions
Welcome to the Discussion
Start a discussion
Ask a question, share a resource, or post helpful information for the team.
⌕
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Community
Events
Create an event
Schedule a meeting, training, gathering, or planning session for the team.
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Community
Notifications
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Community
Groups
Create a group
Build a reusable team that can be tagged in discussions and events.
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Support
Support Tickets
Issue reporting
Report and track dashboard problems
This workspace will collect technical issues, screenshots, affected pages, priority, status, and staff responses in one shared ticket history.
My tickets
Review your open and previous requests.
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Submit a ticket
Your account, current interface, page, browser, device, and screen size will be included automatically.
Support
Resources
How do I update my profile?
Open My Profile from the account menu in the top-right corner, then choose Edit Profile. Update your information and select Save Profile.
Where do I find leads assigned to me?
Open Agents, then My Leads. New assignments and transfer requests appear there.
How do I replace the default profile photo?
Upload a personal image from My Profile. Until then, the shared default image is shown without being saved to your profile.
Who can access the website editors?
Website editor access is currently limited to administrators. The Pixie and PTC editors are separate workspaces in the top navigation bar.
Settings
Permissions
Role assignments
Admins and Leaders
Assign elevated dashboard roles to existing agents. Agents without elevated roles are not listed here.
Access matrix
Dashboard Role Access
Permissions follow the same groups as the sidebar. Grant a whole group at once or expand it to control individual pages.
Community
Discussion Permissions
Role rules control who can post, tag, moderate, pin discussions, and verify authoritative answers.
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Booking Import
Importing bookings…
Keep this page open. Do not refresh or navigate away until the database update is complete.
Complete
Finished
Confirm Level Changes
Apply promotion?
Applicant Questionnaire
Questionnaire Answers
Confirm Action
Send applicant information?
Internal Notes
Prospect Notes
Agent Conversion
Convert Prospect
Community Event