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How to Change a Traveler's Reservation

This article explains how trip organizers can update a traveler’s reservation by editing their order, including changing trips or packages, managing add-ons, and adjusting payment plans, and then saving the changes.

Updated yesterday

We know that plans can change, and we’re here to help you effortlessly adjust your travelers' reservations. With our feature, updating reservations is now quick and seamless! Whether you need to modify a package, add extras, or change the payment schedule, we've got you covered. Enjoy greater flexibility and make managing reservations a breeze!

To change a traveler's reservation, follow these steps:

  1. Go to Trip Data.

  2. In the Guest List Information, find the traveler whose package you want to edit.

    Trip Data dashboard with guest list information and trip statistics

  3. Click "Edit Order" in the menu to view the order summary.

    Booking Details popup showing traveler information with Edit Order button

  4. Click the "Edit Order" button.

    Booking Details view displaying package information and payment summary

  5. You can now start editing. Click "Next" once you're done for each section.

    • Change or add a new package

      Edit order interface showing package selection step with quantity controls

    • Choose add-ons

      Edit order interface with add-ons selection step

    • Payment details

      Note: Payment amounts with fees will adjust automatically.

  6. Click the "Save" button. A popup will confirm, "All changes have been saved!"

    Edit order payment details step showing payment schedule and summary

    To verify, select the traveler's name from the Guest List Information. The changes will appear on the Booking Details page.


Changing a Traveler’s Reservation (Dashboard 2.0 New Path)

Trip organizers can update a traveler’s reservation directly from the trip dashboard.

Change a Traveler’s Reservation

  1. Click on the trip thumbnail image to open Dashboard 2.0.

  2. In the Travelers section, click the three dots next to the traveler’s name.

  3. Select View Details.

  4. From the traveler profile, click Edit Order and then from the edit order page you can switch trip, change packages, update addons, change payment schedule, apply promo code etc.

What You Can Change

From the Edit Order flow, you can:

  • Switch between trips: Select the radio button for the desired trip, then choose the package and add-ons as needed. Click Next and continue until you reach Save.

  • Switch the traveler to a different package: Select the radio button next to the package you want, then click Next.

  • Add or remove add-ons. To make changes to addons select the check boxes and then click next button

  • Adjust the payment plan: Update the number of payments, payment schedule, or payment amount (with fees), then click Next.

Save the Changes

  • You may skip any step if no changes are needed.

  • Click Next through each step until you reach the final screen.

  • Click Save to confirm and apply the changes.

Changes are only applied after clicking Save.


Important Package Rules

  • You can switch between packages of the same type only.

  • You cannot switch between:

    • Room type packages and non room type packages in the same trip

    • Non room type packages and room type packages in the same trip

  • You can switch to any type of packages when you are switching trips for the traveler.


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