Trip Operations
Hands-on management of active trips
20 articles
- How to Add Clients to a Trip as an Outfitter
- How to use checklists for trips
- Understand the Trips Tab: Itineraries and Assignments
- How to remove or swap a client on an existing Trip
- How to override guide assignments
- How to Delete or Edit a Submitted Guide Report
- How To Reassign a Guide from the Trip Detail
- How to Save Notes per Trip Unit (Assignment)
- How to Generate Assignment (Trip Unit) Reports
- Understand what clients see for assigned sections
- How to handle a full cancellation
- How to Handle a Partial Cancellation (Dropping a Day or Service)
- How to See Available Guides While Setting Dates in a Draft or New Booking
- Recording & paying a guide (from invoice summary in booking)
- How to add guide gratuity after the trip
- Cancel a Booking Without Refunding
- How to handle a partial cancellation with partial refund (retaining a cancellation fee)
- How to use batch assignment for multi-day trips
- Trip management tools and tips
- How to Add a Client Without Adding Another Guide