Resources & guides
A useful place to start, and to come back to.
Practical reading for setting up a workspace, bringing in records and keeping the day-to-day work clear. No signup needed to read.
A first trip, from enquiry to follow-through
Create the trip, review the booking, check suppliers and publish the client plan.
Read the guide →Practical guideBring your spreadsheet carefully
Prepare CSV records and keep a useful export when you need a working copy.
Read the guide →Practical guideMake a manual payment plan
Understand instalments, due dates and checked bank-transfer records.
Read the guide →Practical guideWork with sensitive documents
Understand private storage and the access controls around client files.
Read the guide →Practical guideKnow the current product limits
Read what TripClerk does not automate or connect before choosing your workflow.
Read the guide →Practical guideUnderstand the founding offer
What the free month includes, who is eligible and what happens afterwards.
Read the guide →Prefer to see it?
The product walkthrough follows the real current app with fictional demo records. Watch the short tour, then explore the feature that matters to your next trip.
Watch the walkthrough →Looking for a specific answer?
The public help centre has searchable articles. The FAQ covers product fit, pricing, access, imports and the private client experience.
Search the help centre →Read common questions →
Your next trip starts here
Less scattered admin.
More attention for the trip.
Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.
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