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By the end of this guide, you will have a fully configured trip — with route, aircraft, crew, and passengers — on your dispatch schedule and ready to progress through the pipeline.
The Operations module must be enabled for your workspace. You also need the appropriate operations permissions. Contact your workspace administrator if you cannot access these features.
You need the flights.create permission (granted to Dispatcher, Admin, Director of Operations, Chief Pilot, Sole Proprietor, and Account Owner roles). Before you begin, ensure at least one aircraft is in Active status and crew members have current qualifications.
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Step 1: Open the new trip form
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Go to Ops > All Trips and click New Trip.
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If you are starting from a customer or owner request, open the request first and click Review & Create Trip. The trip wizard opens with the route and timing pre-filled.
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Press Cmd+K (or Ctrl+K on Windows) and type New Trip to jump straight to the form.
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Step 2: Define the route and schedule
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  • Choose the Trip Type (Charter, Owner, Maintenance, Positioning, or Training).
  • Set the Departure Date/Time.
  • Enter the Origin and Destination ICAO codes (e.g., KTEB, KPBI). The field autocompletes by code or airport name.
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    If you need multiple legs, click Add Leg to add origin/destination/time fields for each additional segment.
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    Step 3: Assign aircraft and crew
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    Select an aircraft from the fleet dropdown when you are ready. Only aircraft in Active status appear.
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    If the aircraft has a scheduling conflict (double-booking or maintenance window), a conflict alert appears. Conflicts block confirmation — resolve them before moving the trip to Confirmed status.
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    Assign crew to operational roles:
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  • PIC — Select from eligible pilots. The system validates type rating, medical currency, and duty time.
  • SIC — Optionally select a second pilot (same validations apply).
  • Flight Attendant — Optionally assign cabin crew.
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    Aircraft and crew assignment is optional during creation. You can assign or reassign later from the trip detail page. You can also add crew and aircraft from inline quick-add modals without leaving the wizard.
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    Step 4: Build the passenger manifest
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    Search for passengers in your directory and move them to the assigned list when the manifest is ready. If you need to add a new passenger, click Add New Passenger to create one inline.
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    Enter catering requests, ground transportation, or special instructions in the Special Requests field.
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    Step 5: Review and submit
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    Review the readiness panel showing route, aircraft, crew, passengers, cost estimate, and conflict check results.
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  • If details are still tentative, click Save as Draft. The trip is created with status Draft and you can complete aircraft, crew, passenger, and estimate details later.
  • If everything passes validation with no conflicts, click Confirm Trip. The trip is created with status Confirmed.
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    The trip receives a unique number (e.g., TRP-2026-0142) and you land on the trip detail page.

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    After creation

    From the trip detail page you can:
    • Edit trip details or reassign resources from the edit tab.
    • Advance status through the pipeline: Confirmed, Scheduled, Planned, Released, Dispatched.
    • Release a confirmed trip to send the flight release checklist to crew.
    • Duplicate, Cancel, or Delete from the actions menu.

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    Trip lifecycle after creation

    Trips created in Draft status follow this progression through the dispatch pipeline:
    1. Draft — initial state, details can be freely edited
    2. Confirmed — aircraft and crew validated, resources committed
    3. Scheduled — placed on the operations schedule
    4. Planned — route and resource planning finalized
    5. Released — flight release issued to crew
    6. Dispatched — crew acknowledged, departure imminent
    7. Active — in flight
    8. Close-out — all legs landed, post-flight paperwork
    9. Completed — finalized (terminal state)
    For charter trips, the flow may include Quoted (quote sent to client) and Requested (client approves or submits request) stages before Confirmed. See Trip Statuses for the full state machine and transition rules.
    Use the Dispatch Board to monitor trip status across your fleet after creation.

    Trip Statuses

    Lifecycle statuses, transition rules, and conflict detection.

    Manage Aircraft

    Add and configure aircraft before assigning to trips.

    Manage Crew

    Set up crew profiles and qualifications for trip assignment.

    Use the Dispatch Board

    Monitor trip and fleet status in real time.
    Last modified on April 11, 2026