Sometimes the person who made the reservation isn't the one attending the trip. In that case, you can update the trip roster so the correct attending client is listed.
Good to know: Updating who's attending doesn't change the booking client. They keep the invoice, the booking communications, and booking portal access. The steps below only change who is listed on the trip itself.
If the booking should belong to someone else, change the booking client first — then come back here to update who's attending. See How to Change the Booking Client on a Booking.
Clients can also make this change from their booking portal, which is the recommended option, by marking themselves as not attending and replacing themselves with the attending client. View Client Portal Steps
How to update the attending client on a trip
Open the trip you want to update.
If accessing from the Trip Calendar, click on the trip and then click View Trip Detail.
Under Manage Trip by Date, scroll down to the Clients section.
Click the booking client’s name in the roster.
Replace them with the attending client.
If the correct client is not in your system, click Create New Client and enter their information.
Save your changes.
Once updated, the trip will show the correct attending client. This helps keep trip details accurate for communication, waivers, and guide coordination.