Create and Manage Trips

Trip_list.png

  1. How to Create a Trip?
  2. How to create a trip using the + button?
  3. How to create a new trip from the trip module?
  4. How to remove a trip?
  5. How to search for a trip?

 

1. How to Create a Trip?

There are 2 different ways to create new trips on the platform:

  1. Using the + button: This button allows you to add a new trip or a new client, from any page or module of the platform.
  2. Inside the trip module, using the Create Trip button.

2. 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 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.

3. How to create a new trip from the trip module?

  1. Find the trip module on the menu located on the left side of your screen and click on it.  
  2. Click on Create Trip and a new screen will open with the information you need to fill out to start creating the trip.
  3. 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.

4. How to remove a trip?

  1. Locate the trip you want to delete on the list, and place the mouse over the name of the trip.
  2. Click the trash button next to the trip you want to remove located on the right next to the agent's name.
  3. Click on Delete to confirm.

5. How to search for a trip?

When you select the Trip Module you will find a list of all the trips created.

There are two ways to search for trips:

  1. Do a simple search: Enter the name of the trip in the search bar. A list of all trips related to the name entered will automatically appear.
  2. Do an advanced search: by clicking on the + button you can use different criteria to perform the search (title, name, surname, agent and ID). Then click on search and you will see a list of all trips matching that criteria.

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