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HOW-TO Customize Trip Page Menu - Control what your Travelers see

  • Updated

On the Trip Page, your travelers will see menu labels for the various enabled sections of the page.

  1. Highlights (previously: The Plan)
  2. Itinerary (previously: Details)
  3. People
  4. Invoice (previously: Costs)
  5. Tasks
  6. Documents (previously: Resources)
  7. Contact 

As a Planner who can edit the Trip you can click on the Pencil (Update Trip), then click "Settings"

Screen_Shot_2020-03-28_at_8.11.13_am.png

Scroll down to find the "TRIP PAGE MENU LABELS"

The defaults should work for most people, but you can customize them to use the language that makes sense for your travelers.

Some clients call "Highlights" the "Agenda". Others use the term "TODO" instead of "Tasks". Whatever you want the label to be for the menu, just make sure it's short enough to fit well.

You can also decide here whether to make these sections visible to travelers. 

NOTE: Even if you make the section visible, it may still be hidden from travelers who do not have assigned tasks or resources to view. Read below for more details on each of the sections.

Screen_Shot_2020-03-28_at_8.12.04_am.png

 

  1. The Highlights (Program/The Plan) section 
    • ALWAYS appears
    • Includes the Trip Description & all items marked as a "Highlight", including any Itinerary items that have "Also show on Highlights" option checked.Screen_Shot_2019-09-05_at_2.09.46_PM.png

  2. Itinerary (Details) section
    1. Can be hidden by unchecking the box to the right right.
    2. This is a helpful section for Printing since it is text based instead of image based.
    3. Even if it IS visible, the menu will NOT be shown if there are NO Itinerary items.Screen_Shot_2019-09-05_at_2.10.54_PM.png

    4. HINT: If you are showing all your ITINERARY items as Highlights, you might want to change this label to be PRINT so people know to go there to print it out
  3. The People section NOTE: Only registered travelers will ever see this section
    1. Can be hidden by unchecking the box to the right.
    2. Even if it IS visible, the menu will NOT be shown if
      • There are no people "Going" on the trip
      • The person viewing the trip is not registered as "Going"
      • It is a Public trip and the person viewing the page has not yet paid
    3. Even if it IS hidden by a Planner, the menu will STILL be shown to people in Invitation Groups so they can view the people in their group and manage their profiles and tasks. The rest of the travelers will NOT be shown to them.

  4. The Invoice (previously Costs) section WARNING: Travelers cannot pay and book if this is hidden
    1. Can be hidden by unchecking the box to the right right.
    2. Even if it IS visible, the menu will NOT be shown if:
      • Price is ESTIMATED (not finalized) AND
      • No Pricing Explanation is set under Update Trip->Pricing->Pricing Explanation

  5. The Tasks section WARNING: Travelers cannot complete tasks if this is hidden
    1. Can be hidden by unchecking the box to the right right.
    2. Even if it IS visible, the menu will NOT be shown if:
      • The Trip is Public and the viewer has not yet registered
      • The Traveler viewing does not have any assigned Tasks

  6. Documents (Resources) section
    1. Can be hidden by unchecking the box to the right right.
    2. Even if it IS visible, the menu will NOT be shown if:
      • The Trip is Public and the viewer has not yet registered
      • There are no Trip Resources attached to tasks by the Planners
      • The Traveler viewing does not have any assigned Tasks with resources

  7. The Contact section
    1. Can be hidden by unchecking the box to the right right.
    2. Even if it IS visible, the menu will NOT be shown if:
      1. There are not Planners "Listed As Contact" under Settings->Trip Users

 

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