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Trips Overview
Trips Overview
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over 2 weeks ago

We’re redefining what a Trip is in Travefy to reflect more of how you work and help you manage your trips easier and faster. With this comes a new look, better organization, and new functionality.

For more information on each topic, just click on the topic!

In this general overview here, we will go over

Changing a Trip's Name

To change a Trip's name, just click on the title at the top:

Changing a Trip's Status

To change a Trip's Status, just click on the Status portion to the left of the owner, and you will be able to select the Status you'd like to set for this Trip.

Changing a Trip's Label

To add a Label to a trip, click on the Label button here:

Changing a Trip's Owner

To change a Trip's Owner, click on the name as shown below, and a list of your team members will appear.

Changing a Trip's Platform

To change a Trip's Platform, click on the Platform button next to the Status, and your available platforms will appear.

The More(...) Button

Clicking on the three dots to the left of the Edit button will give you a number options for copying an Itinerary or Proposal:

Let's go over what each option does!

  • Copy to New Trip

    This option will make a new Trip that contains a copy of that Itinerary/Proposal.

  • Copy to Existing Trip

    This option will make a copy of that Itinerary/Proposal into an existing Trip.

  • Duplicate Within This Trip

    This option will duplicate that Itinerary/Proposal within the existing Trip.

  • Convert to Itinerary/Convert to Proposal

    This option is how you will change a Proposal into an Itinerary and vice versa.

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