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Executive Assistant Dashboard
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Travel Planning Dashboard

Upcoming Travel
Flights Options
Lodging Options
All Travel
This Travel Planning Dashboard was largely inspired by
this one
⁠
from Coda EA Amy Shaw. 🙌

Once you’ve checked out all the pages. Use the
Delete All Example Data
⁠
button to clear all examples out of the lodging, trip, flight , reservation, travel accounts and restaurant tables. Then start to add in your own data!
Add trips on below or on
Upcoming Travel
⁠
page, then use the
Lodging Options
⁠
and
Flights Options
⁠
sections to align on the details! Your principal can also request new trips from their
Travel Hub
⁠

All Upcoming Trips
6
Current
Trip Purpose
Destination
Outbound Date
Return Date
Notes
Travel Reservations
1
Industry Conference
Los Angeles
3/30/2024
4/6/2024
Open
​
2
Honeymoon
Los Angeles
5/16/2024
5/26/2024
Open
Dinner at Uchi
There are no rows in this table
⁠

Filter Reservations by:
Next 7 days (i.e. August 22-29, 2024)
⁠
⁠

Flight Reservations
4
Trip ID
Route
Depart City/Airport
Depart Date
Depart Time
Arrive City/Airport
Arrive Date
Arrive Time
Stops
Confirmation Code
Flight Number
Add to Calendar
No results from filter
⁠
Lodging Reservations
5
Trip ID
Lodging Name
Address
Notes
Check in Time
Check Out Time
Room Type
Select Room
Confirmation Code
Check In Date
Check Out Date
⁠

Dining and Car Reservations
3
Trips
Type
Reservation
Date
Notes
Loyalty Number
Travel Accounts
Confirmation
Flight Number
⁠


Travel Preferences

Update with your Principal’s general preferences and guidelines when booking travel
Airlines and Airports
Preferred Airline is .....
Airplane Seating + Class
Aisle seat preferred, then window, then middle
Fly economy unless flight is over 6 hours, then business
Rental Cars + Car Services
Automatic
Hotel Amenities
I need a king-sized bed whenever possible
I need in-room coffee

Quick View of Travel Accounts
2
⁠

Quick Links

⁠
Hotels.com
⁠

⁠
Kayak
⁠
⁠

⁠
Sonder
⁠
⁠

⁠
Capital One Travel
⁠
⁠



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