Step-by-step flows
Copy a proposal link
- Click "Trips" in the left menu.
- Find the trip.
- Look at the "Published link" column.
- If the link is active, click "Copy link".
- Paste the link into your email or message to the traveler.
Turn a public link on or off
- Go to the "Published link" column for the trip.
- Choose "Active link" when the traveler should be able to open the proposal.
- Choose "Not published" when the trip has not been shared yet.
- Choose "Revoked link" when an old link should stop working.
- Wait for the saved notice before leaving the page.
Update the trip status
- Find the "Status" dropdown for the trip.
- Choose the current stage, such as Draft, Open, Sold, Lost, or Archived.
- Wait for the saved notice.
- Use status to organize your workspace. Use Publish to control what the traveler sees.
Notes
- Status is for your team. Published link controls whether the traveler link is active.
- Changing draft content does not update the traveler link until you publish again.