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HOW-TO: Customize Trip Page Menu - Control What Your Travelers See

  • Updated

TRIP PAGE MENU

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

  1. Highlights
  2. Itinerary
  3. People
  4. Invoice
  5. Tasks
  6. Documents
  7. Contact 

EDIT & HIDE MENU ITEMS

  • UPDATE TRIP > SETTINGS
  • 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.

You have the option to hide menu items by unchecking the box next to the item you would like to hide. You can not hide Highlights

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 the "Also show on Highlights" option checked.Screen_Shot_2019-09-05_at_2.09.46_PM.png

  2. Itinerary (Details) section
    • This is a helpful section for Printing since it is text-based instead of image-based.
    • 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
  3. The People section NOTE: Only registered travelers will ever see this section
    • 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
    • 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. 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 
    1. Travelers cannot complete tasks if this is hidden
    2. This 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. This 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. This menu will NOT be shown if:
      1. There are no Planners "Listed As Contact" under Settings->Trip Users

 

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