Getting Started

Welcome to MyBusinessTrip

MyBusinessTrip is a business engagement operating system — not a simple trip planner. This article explains what the platform does and how to find your way around.

What is MyBusinessTrip?

MyBusinessTrip is a business engagement operating system. It gives every business trip a single operational record — from first plan through execution, follow-up, and organizational memory.

It is designed for people who travel for work regularly and need more than a calendar or a notes app to manage what happens before, during, and after each trip.

What the platform covers

Trip planning — Create trips, choose a workspace type, set dates and destination, and build out your itinerary with meetings, stops, documents, and contacts.

Road travel — Plan multi-stop driving routes, add drive segments, log mileage, and detect schedule conflicts before they become problems on the road.

AI-assisted planning — Describe your trip in plain language and receive a day-by-day proposal to review and approve. Available on PRO and above.

Route Explorer — Build and calculate routes before committing to a trip. Geocode locations, calculate distances and drive times, and optimize stop order.

Execution — Apply playbooks to trips to track preparation phases, required steps, and completion gates.

Intelligence and knowledge — Capture lessons from each trip, review location patterns, and build organizational memory over time.

Files and documents — Upload receipts, documents, photos, and other files and attach them to trips.

Contacts and travel directory — Maintain a contact directory and travel library of saved places.

Organizations — Create organizations to share knowledge, routes, and commitments across a team.

Where to start

If you are new to the platform, the recommended path is:

  1. Go to Dashboard — your command centre showing active trips, readiness scores, and open actions.
  2. Create your first trip using Plan a Trip in the sidebar.
  3. Explore Route Explorer if you have a driving trip in mind.
  4. Review Playbooks to see reusable operational processes you can apply to trips.

The sidebar

The left sidebar (desktop) and the slide-out drawer (mobile) organize the platform into sections:

  • HOME — Dashboard, My Trips, Plan a Trip, Route Explorer, Files
  • OPERATE — Follow-Ups, Contacts, Travel Programs, Travel Library
  • LEARN — Knowledge Center, Intelligence
  • STANDARDIZE — Playbooks
  • ORGANIZE — Organizations, Vehicles
  • SYSTEM — Settings

Plans

MyBusinessTrip has a FREE plan and a PRO plan. AI-assisted planning requires PRO or above. Most other features are available on all plans. Your current plan is shown in Settings → Billing.

Last reviewed: July 20, 2025