The Trip Sidebar has changed!
There's a lot more information that is now immediately viewable from the trip sidebar without needing to go fully into the builder!
You can now add clients to a trip, send trip invites, update trip settings and more, right from your list of trips. Read below for more information on how to use the trip sidebar features to help plan and manage your trips in Travefy!
Here's a full list of what can be done via the new expanded trip sidebar:
Change a trip's name
Change a trip's Visibility
Change a trip's Platform
Change a trip's Status
Change which Profile a trip is under
Enabling/Disabling Trip Feedback
View Trip Activity
Enabling/Disabling Messaging
Client Actions
Agent Actions
What else has changed?
Proposals in your list of trips have also changed, but only in appearance!
A trip that is a Proposal will have a lightbulb over the photo icon on the left, shown here.
When the trip is approved, this will change to a green check-mark, as shown here.
The Trip Menu
If you are wanting to:
Change a trip's name
Change a trip's Visibility
Change a trip's Branding Profile
Change a trip's Platform
Enable/Disable Trip Feedback
Enabling/Disabling Messaging
Client Actions
Agent Actions
Just click on the name of the trip!
This will open a small menu, allowing you to change the settings listed above.
Changing a Trip's Owner
To change a trip's owner, just click on the name of the owner and select the team member you are assigning.
Changing a Trip from Proposal to Itinerary(and vice versa)
To change a trip from a Proposal to an itinerary, just click on the trip Type as shown below.
Changing a Trip's Status
To change a trips Status, just click on the trip Status as shown below, and select the status.
Trip Activity
The Trip Activity tab in the sidebar is a way to see:
Tasks
Comments / Chats
Trip Invite Status
Proposal Approvals
Trip Feedback responses from travelers
When you have the All Activity Filter selected, all activity will show.
You can also filter shown activity by
Tasks
Comments
Invites
Proposal Approvals
Feedback
Additional Tabs
Other tabs allow you to manage other features of the itinerary.
Tasks
The Task tab allows you to create new tasks, or check off completed tasks!
Chat
The Chat tab allows you to use the Discussion feature to send messages to clients without having to go into the trip builder!
People
The People tab allows you to add and remove travelers from the trip, send trip invites, and manage collaborators.
Feedback
This tab allows you to view Trip Feedback Responses.