Step-by-step flows
Find a trip
- Click "Trips" in the left menu.
- Use the search box to search by trip, destination, client, or email.
- Use filters when you only want trips in one stage, such as Draft, Open, Sold, Lost, or Archived.
- Organization Admins can also filter by Account Manager.
Open or preview a trip
- Click "Edit" to change the trip in the trip editor.
- Click the eye button to preview the traveler page.
- Use "Copy link" only after the published link is active.
Change status or link state
- Use the "Status" dropdown for your team workflow.
- Use the "Published link" dropdown to control whether the traveler link is active.
- Wait for the saved notice after changing a dropdown.
Work with more than one trip
- Select the checkboxes next to the trips.
- Choose a bulk action if you need to update several trips at once.
- Click "CSV" to export the currently filtered list.
Notes
- Trips are private to your organization and can only be accessed by authorized team members.
- Published trips are accessible via their unique public links when the link is active.
- Clicking on a Trip ID in the worklist table copies the unique ID to your clipboard for quick reference.