Managing Trips

The Dashboard at a glance (UM-FD)
Search, sort, and manage your Trips using the Dashboard. IN THIS ARTICLE Finding the Trips Dashboard Understanding the Dashboard Trip Preview Fin...
Fri, 23 Jul, 2021 at 9:34 AM
Searching and filtering Trips (UM-FD)
Using the Dashboard, you can easily search through or filter your Trips. 1. To see your recently viewed Trips, click the Recent icon (clock wit...
Fri, 23 Jul, 2021 at 9:35 AM
Publishing your Trip (UM-FD)
Once you are finished adding segments to your Trip, you can Publish it to make it available to your Travellers. NOTE: Travellers added to the trip prior...
Fri, 23 Jul, 2021 at 9:36 AM
Adding and Managing Travellers (UM-FD)
Travellers will be able to interact with their Trip on the Web View and through the mobile app. 1. From within a Trip, select Travellers from the left n...
Fri, 23 Jul, 2021 at 9:37 AM
Duplicating (copy) a Trip (UM-FD)
Save time by duplicating an existing Trip. 1. In the left navigation menu, click Settings. 2. Click the Options icon&nbsp...
Fri, 23 Jul, 2021 at 9:33 AM
Editing Trip Information (UM-FD)
Update the basic details of your Trip at any time. 1. In the Trip Menu, click Trip. 2. Click on the pencil icon to the right of the Trip na...
Fri, 23 Jul, 2021 at 9:42 AM
Merging Trips (UM-FD)
Merge one Trip into another from the Dashboard or from within a Trip. 1. From the Dashboard, search for your Trip and click the Options icon&am...
Fri, 23 Jul, 2021 at 9:43 AM
Transferring Trips (UM-FD)
Advisors can transfer the ownership of a Trip, that was created in another user’s account within the same Company, to their account.  Please no...
Fri, 23 Jul, 2021 at 9:44 AM
Deleting Trips (UM-FD)
Follow the steps below to delete a Trip. ⚠️ NOTE: Once a Trip is deleted, it cannot be re-instated. From the Dashboard 1. Navigate to your Trip (...
Fri, 23 Jul, 2021 at 10:29 AM
Adding a Collaborator (UM-FD)
You can invite other professionals from within your Company or even DMCs and Tour Operators to review or edit your Trips.  Please Note: Company...
Fri, 23 Jul, 2021 at 11:45 AM