How to create a trip using the + Button?

  1. From any module you’ll be able to see a  + button, at the top right corner of the screen.
  2. If you click on it you will be prompted to select between two options: New Trip and New Client.
  3. Click on New Trip and a new screen will open with the the information you need to fill out to start creating the trip.
  4. Click on Save. A screen will open where you can add clients, services and costs to the trip and the platform will build a trip itinerary.
Was this article helpful?
Do you have questions? Submit a request

😀 Awesome!

Thanks so much for your feedback!