{"id":12130,"date":"2025-07-23T09:25:21","date_gmt":"2025-07-23T09:25:21","guid":{"rendered":"https:\/\/visualtourbuilder.com\/?post_type=ht_kb&p=12130"},"modified":"2026-05-19T10:13:02","modified_gmt":"2026-05-19T10:13:02","slug":"what-can-i-do-in-the-dashboard","status":"publish","type":"ht_kb","link":"https:\/\/visualtourbuilder.com\/eng\/knowledge-base\/what-can-i-do-in-the-dashboard\/","title":{"rendered":"What can I do in the Dashboard?"},"content":{"rendered":"

Here\u2019s what you can find and do in the dashboard:<\/span><\/p>\n

Create a new VTB<\/strong>
\nStart a new travel proposal from scratch.
\n<\/span><\/span><\/span>
\n\"\"<\/p>\n

Duplicate a VTB<\/strong>
\nQuickly copy an existing proposal to create a new variation. This saves time when working with similar trips or templates.<\/span><\/span><\/span><\/span><\/p>\n

\"\"<\/p>\n

Delete a VTB
\nRemove outdated or unwanted proposals to keep your dashboard clean and organized.<\/span><\/b><\/b><\/b><\/b><\/b><\/b><\/p>\n

\"\"<\/p>\n

Manage VTB Statuses
\nAssign a status to each proposal to track its progress. The available statuses are:<\/span>
\n– Proposal:<\/strong> Draft or in-progress<\/span>
\n– Booked:<\/strong> Confirmed by the customer
\n– Not Booked:<\/strong> Declined or inactive
\n– Cancelled:<\/strong> No longer relevant<\/span><\/strong><\/strong><\/strong><\/strong><\/p>\n

\"\"<\/p>\n

 <\/p>\n

Edit VTB Title
\nChange the title of any VTB to make it easier to recognize and manage.
\n<\/span>
\n\"\"<\/strong><\/strong><\/strong><\/strong><\/p>\n

Internal Notes<\/strong>
\nNext to the ‘Open VTB’ option, you’ll see a small notepad icon<\/strong>. You can use this for internal notes such as supplier information or reminders. These notes are only visible internally and will not appear in the final output shared with the customer.
\nNote:<\/strong> notes created directly from the dashboard are visible immediately. However, if you create a note within steps 1-4 of a VTB, the note will only become visible in the dashboard after refreshing the page.\u00a0<\/em><\/em><\/em><\/em><\/p>\n

\"\"<\/p>\n

 <\/p>\n

\"\"<\/p>\n

You can also find the icon next to the Knowledge Base button.<\/p>\n

\"\"
\n
\n<\/em><\/p>\n

View VTB ID and last updated date
\nEach VTB has a unique ID and a timestamp showing the last modification. Useful for version control and reference.<\/span><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n

\"\"<\/p>\n

Filter by Status
\nNarrow down your view to show only proposals with a specific status, for example, all Booked proposals.<\/span><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n

\"\"<\/p>\n

Filter by name
\nQuickly search for a proposal by its title to find it faster.<\/span><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n

\"\"<\/p>\n

Pagination (20 VTBs per page)
\nThe dashboard displays 20 VTBs per page. Use the pagination controls to navigate through your full list of proposals.<\/span><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n

\"\"<\/p>","protected":false},"excerpt":{"rendered":"

Here\u2019s what you can find and do in the dashboard: Create a new VTB Start a new travel proposal from scratch. Duplicate a VTB Quickly copy an existing proposal to create a new variation. This saves time when working with similar trips or templates. Delete a VTB Remove outdated or unwanted proposals to keep your …<\/p>\n

What can I do in the Dashboard?<\/span> Read More »<\/a><\/p>","protected":false},"author":449,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"ht-kb-category":[45],"ht-kb-tag":[330,406,408,407,331],"class_list":["post-12130","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-dashboard","ht_kb_tag-dashboard","ht_kb_tag-note","ht_kb_tag-notepad","ht_kb_tag-notes","ht_kb_tag-overview-dashboard"],"acf":[],"yoast_head":"\nWhat can I do in the Dashboard? - Visual Tour Builder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/visualtourbuilder.com\/eng\/knowledge-base\/what-can-i-do-in-the-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What can I do in the Dashboard? - Visual Tour Builder\" \/>\n<meta property=\"og:description\" content=\"Here\u2019s what you can find and do in the dashboard: Create a new VTB Start a new travel proposal from scratch. 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