RRatiba
Getting started

Workspace tour

A quick map of the sidebar so you know where to find each feature.

Ratiba's left sidebar is organized by what you're doing day-to-day.

Dashboard

Your home page. Shows recent itineraries, recent client activity (proposal views, comments, acceptances), and any tasks needing attention. Start here every morning.

Itineraries

All trips you've built. Filter by status (draft, sent, accepted, lost) and search by client name. This is where most of your day will happen.

See Itineraries.

Clients

A CRM-lite. Each client has contact info, all their itineraries, and a timeline of every proposal sent. Use this to follow up on quotes and track conversion.

See Clients.

Tours

Pre-built itinerary templates you can clone. Use these for "set departure" group tours or for repeat itineraries you sell often.

See Tours.

Content Library

The reusable building blocks: accommodations, activities, images. This is what the itinerary builder pulls from.

See Content library.

Rate Cards

Supplier costs. Accommodation rates, park fees, vehicles, transfers, activity rates, plus your season definitions and pricing defaults.

See Rate cards.

Settings

Workspace config, team management, branding, billing.

See Team and Billing.

Top-right shortcuts

  • Workspace switcher (top-left) if you belong to more than one workspace.
  • Notifications bell for proposal opens, comments, acceptances.
  • Profile menu for your account, password, sign out.