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Pilgrimage / Religious Tourism
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Pilgrimage / Religious Tourism · Available now

Plan group journeys and follow each trip through delivery.

Pilgrimage / Religious Tourism keeps a group's leader, departure and return dates, and participant count with the accommodation, meals, transport and visits arranged for that group. Dispatchers plan related journeys with a customer, vehicle, driver and ordered stops.

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OverviewRequested Trips
Pilgrimage / Religious Tourism · Trips

Requested Trips

Trips in one list

New trip
Trips in view
6
Requested
6
Trip referenceOriginDestinationPlanned startPlanned endCustomer
TRIP-2026-1018-01Cedar Valley meeting hallHillcrest Shrine14 Oct22 OctNorth Meadow Parish Travel
TRIP-2026-1018-02Harborlight temple entranceRiverbend Temple30 Oct08 NovHarborlight Temple Association
TRIP-2026-1019-01North Meadow parish centerSaint Anne Abbey03 Nov11 NovCedar Valley Pilgrim Fellowship
TRIP-2026-1019-02Willowcrest community hallPeace Garden Sanctuary20 Oct27 OctWillowcrest Faith Circle
TRIP-2026-1020-01Larkspur transit plazaDawn Chapel20 Oct25 OctHarborlight Temple Association
6 of 6 records
TRIP-2026-1018-01Trips · TRP-64138
Requested
OriginCedar Valley meeting hall
DestinationHillcrest Shrine
Planned start14 Oct
Planned end22 Oct
CustomerNorth Meadow Parish Travel
Approve TripTRP-64138 · TRIP-2026-1018-01

Dispatcher decides whether the requested vehicle, driver and planned interval can be approved.

Waiting for Dispatcher
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See every group and journey in context

Every feature works on the same records. Pick one to see the screen your team works in.

Group Planning

Keep a pilgrim group's leader, dates and participant count together.

  • Group record
  • Leader link
  • Dated services
  • Pilgrimage groups
  • People
  • Pilgrim services
Explore group planning
OverviewPilgrimage Group Calendar
Pilgrimage / Religious Tourism · Group Planning

Pilgrimage Group Calendar

Pilgrimage groups

New
Group nameDeparture dateReturn dateParticipant countLeader
Cedar Valley autumn pilgrims28 Oct03 Nov5Hana Kim
Harborlight river pilgrimage23 Oct01 Nov3Leila Saleh
North Meadow parish retreat24 Oct27 Oct8Amina Rahman
Willowcrest garden visitors15 Oct24 Oct17Amina Rahman
Larkspur dawn service group29 Oct05 Nov9Amina Rahman
6 of 6 records
Cedar Valley autumn pilgrimsPilgrimage groups · PG-71475
Departure date28 Oct
Return date03 Nov
Participant count5
LeaderHana Kim
Example screen with sample data
Process

Follow a group journey through delivery

Group journey to confirmed delivery ships ready to use. One step needs a named approval before the work moves on: Approve Trip (Dispatcher).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Record Group

    Keep the leader, travel dates and participant count together.

    TRIP-2026-1018-01TRP-64138 · Group Coordinator
    Record GroupBy Group Coordinator

  2. Arrange Services

    Record dated accommodation, meals, transport and visits for the group.

    TRIP-2026-1018-01TRP-64138 · Group Coordinator
    Arrange ServicesBy Group Coordinator

  3. Request Trip

    Enter the customer, route, planned interval, vehicle and driver.

    TRIP-2026-1018-01TRP-64138 · Dispatcher
    Request TripBy Dispatcher

  4. Approve Trip

    Dispatcher reviews capacity, assignment and timing before the journey proceeds.

    TRIP-2026-1018-01TRP-64138 · Dispatcher
    Approve TripBy Dispatcher
    ApprovalDispatcher decides whether the requested vehicle, driver and planned interval can be approved.

  5. Schedule Trip

    Commit the approved journey with its ordered stops.

    TRIP-2026-1018-01TRP-64138 · Dispatcher
    Schedule TripBy Dispatcher

  6. Confirm Delivery

    Record the recipient, delivery time and proof at the trip's end.

    TRIP-2026-1018-01TRP-64138 · Driver
    Confirm DeliveryBy Driver

Start with Group and service preparation

Inside a record

Connect providers and billing to the handoff

Open any trip to see its delivery evidence, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Origin, Destination, Planned start and Planned end.

  2. 2
    Delivery evidence

    Each line is linked to this trip.

  3. 3
    Who works on it

    Admin, Dispatcher and Driver, each with their own permissions.

  4. 4
    Process stages

    Request Trip and Review Dispatch, with the role that acts.

  5. 5
    Approvals

    Approve Trip, with who decides.

Requested TripsTRIP-2026-1018-01
Pilgrimage / Religious Tourism · Trips

TRIP-2026-1018-01

Cedar Valley meeting hall · Requested

Log activity
1
Record details
OriginCedar Valley meeting hall
DestinationHillcrest Shrine
Planned start14 Oct
Planned end22 Oct
2
Delivery evidence

TRIP-2026-1018-01

TripDelivered atRecipient name
Cedar Valley to Hillcrest Shrine12 OctAmina Rahman
Mossfield to Cedar Sanctuary16 OctYusuf Haddad
Mossfield to Cedar Sanctuary17 OctMira Banerjee
Delivery evidence
6
3

Who works on it

  • AdminManage Users, People, Parties, Vehicles
  • DispatcherManage pilgrimage groups, pilgrim services, Trips, trip stops…
  • DriverManage trip stops, delivery evidence
4

Process stages

  • Request TripDispatcher, Driver
  • Review DispatchDispatcher, Driver
5

Approvals

  • Approve TripDispatcher
    Approved
Example screen with sample data
Approvals

Make the dispatch decision and charge review clear

Dispatcher reviews the assigned vehicle and driver and approves a trip before scheduling it.

OverviewApprovals
Pilgrimage / Religious Tourism · Overview

Approvals

Signed in as Dispatcher

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • DE-81989Amina Rahman
    Cedar Valley to Hillcrest ShrineRequested by Admin
    Pending0dActions
  • DE-63067Yusuf Haddad
    Mossfield to Cedar SanctuaryRequested by Admin
    Pending4dActions
  • DE-96820Mira Banerjee
    Mossfield to Cedar SanctuaryRequested by Admin
    Pending2dActions
  • DE-45532Daniel Okoro
    Silver Brook to Heritage MonasteryRequested by Admin
    Pending5dActions

Who approves what

DecisionApprover
Approve TripDispatcher reviews capacity, assignment and timing before the journey proceeds.Dispatcher
Approve TripsDispatcher
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Pilgrimage / Religious Tourism to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains users and the operating setup for group and trip records.

  • Manage Users, People, Parties, Vehicles
  • View pilgrimage groups, pilgrim services, Trips, trip stops, transport documents, delivery evidence, trip charges, exchange rates

Roles and permissions

Reports

Read departures, route timing and charges

Review departures, assignment, route timing, delivery and charges from their source records.

Overview
Pilgrimage / Religious Tourism · Overview

Pilgrimage / Religious Tourism dashboard

This quarter

Delivery evidence in view
6
Pending
6

Trips by status

How far records got this quarter

StageReachedStep
Requested24
Approved1042%
Scheduled330%
In progress133%

Number of trips by status

Sample counts per stage

100
-20Requested
0Approved
10Scheduled
-30In progress
-50Completed
Example screen with sample data
  1. 01Trip status by customer

    Show trips by customer and status for dispatch review.

  2. 02Vehicle assignment

    Show vehicles on trips with planned start and end dates.

  3. 03Driver journey log

    Show assigned drivers with trip status and actual journey dates.

  4. 04Group departure calendar

    Show group departure and return dates with leader and participant count.

  5. 05Services by group

    Show service type, date, provider and confirmed quantity under each group.

  6. 06Stop arrival variance

    Compare planned and actual arrival dates at each ordered stop.

  7. 07Delivery status by trip

    Show recipient, delivery date and confirmation status for each trip.

  8. 08Charges by trip and status

    Sum charge amounts by trip and charge status.

All reports and dashboards

Who it's for

Fit the way your pilgrimage team travels

See how Pilgrimage / Religious Tourism fits your kind of team.

Group tour operators

Coordinate group departures, service dates and road movements.

Pilgrimage shuttle operators

Schedule assigned vehicles and track movements between pilgrimage locations.

Community pilgrimage organizers

Keep volunteer leaders and group arrangements tied to dated journeys.

Controls

Keep trip evidence with the decision

Each stage of group journey to confirmed delivery names the role that acts and the status it records, so a change is never anonymous.

OverviewGroup journey to confirmed delivery
Pilgrimage / Religious Tourism · Process

Group journey to confirmed delivery

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
1
Roles involved
4
Tables touched
6
Approve TripApproval
Dispatcher
StatusRequested → Approved
Schedule Trip
Dispatcher
StatusApproved → Scheduled
RecordsTrip stops
Depart
Driver
StatusScheduled → in progress
Group journey to confirmed delivery
  1. Start
    Approve TripRequested → Approved
    Dispatcher
  2. Step
    Schedule TripApproved → Scheduled
    Trip stops
  3. Step
    DepartScheduled → in progress
    Driver
  4. Step
    Confirm DeliveryPending → Confirmed
    Delivery evidence
  5. Approval
    Authorize ChargesDraft → Approved
    Trips
Example screen with sample data

See each stage in detail

AI agent

Prepare each review with Proto

Ask Proto to prepare group, dispatch and delivery review from the app's records.

It can

  • Group Coordinator: Summarize a group's leader, travel dates, participant count and dated services before the departure briefing.
  • Dispatcher: Prepare a review of requested trips, assigned vehicles and drivers, planned intervals and ordered stops.
  • Driver: Show the assigned journey and the stop details needed for the next movement entry.
  • Operations Manager: Collect the trip timeline, recipient evidence and draft charge lines for a human decision.

Stays with a person

  • Dispatcher approves a trip assignment.
  • The driver records the actual movement and recipient handoff.
  • Delivery confirmation authorizes the trip's charge lines.
  • Operations Manager checks the authorized lines before invoicing.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Pilgrimage / Religious Tourism
  • Provider booking channels
  • Billing system
  • Travel communication
  • Document source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Group Planning3
  • Pilgrim Services3
  • Trip Dispatch5
  • Fleet and People5
  • Trip Execution3
  • Delivery and Charges4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Map people and fleet

    Set up users, staff and volunteer records, parties and vehicles. Check capacity units and who may verify trip files.

  2. Prepare a group

    Enter a representative leader, dates and participant count, then add dated accommodation, meal, transport or visit arrangements.

  3. Rehearse dispatch

    Create a requested journey, review vehicle and driver availability, approve it and order its stops. Include a conflicting assignment case.

  4. Follow the route

    Have Driver record actual departure, stop times and trip end on the pilot journey.

  5. Close and review

    Record recipient evidence, investigate a disputed case and review draft charge lines with Operations Manager.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Pilgrimage / Religious Tourism.

All questions
How do I get started?

Click Get started, then use Proto to configure Pilgrimage / Religious Tourism for your business. Begin with one group departure, its dated services and a representative trip through delivery review.

What does a group record contain?

It keeps the group name, departure and return dates, participant count and a leader selected from people records. Services can be linked to that group.

Which services can we arrange?

Pilgrim services record Accommodation, Meal, Transport and Visit arrangements with a service date, provider and confirmed quantity.

How is a trip assigned?

Dispatcher reviews the customer, origin, destination, planned dates, vehicle and driver before approving a requested trip and scheduling its ordered stops.

Where do we see planned departures?

Pilgrimage Group Calendar shows group travel dates. Trip Schedule shows planned start and end for approved and active journeys.

How do drivers record progress?

Driver records actual trip start and end and actual arrival and departure on ordered trip stops.

Can we attach transport documents?

Transport documents keep a file with its trip, document type and a person selected as verifier.

How is delivery confirmed?

Delivery evidence keeps the trip, recipient, delivery date, proof attachment and Pending, Confirmed or Disputed status.

What happens to charges after delivery?

Operations Manager reviews trip charge lines with the journey and delivery context, then reviews charge lines authorized by the delivery confirmation. The invoiced state records the later billing handoff.

How do external bookings and billing fit?

Agree separate provider booking and billing connections during setup. Group services store the arrangement details; trip charges store the line and lifecycle state for reconciliation.

Set up Pilgrimage / Religious Tourism your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

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