New web experience: Add and edit a trip

Modified on Thu, Apr 11 at 1:17 AM

If you need assistance with adding or editing a trip from our new web experience, please see below.


Adding a new trip:

  1. Click 'Add a Trip' and enter your high-level trip details such as destination and travel dates. 
  2. Click 'Save'.
  3. Then click 'Add a Plan'.
  4. Select the type of plan you want to add and we'll walk you through the rest.


Edit a trip plan:

  1. Click 'Edit Plan' next to the plan you wish to edit.
  2. Make your changes, then click 'Save'.


If you want to add additional details such as a traveler name total cost or a note:

  1. Click on the plan (in blue text).
    Screen_Shot_2022-09-30_at_2.43.16_PM.png
  2. Make your selection (Booking Info, etc.) under 'More Details'.
  3. Enter your details then 'Save'.

Move, copy or delete a trip plan:

  1. Click on the plan you want to move, copy or delete (in blue text). Screen_Shot_2022-09-30_at_2.43.16_PM.png
  2. Click 'More Options' (top right).
  3. Select 'Move Plan', 'Copy Plan', or 'Delete Plan'. 


Add a document:

  1. Click on the plan (in blue text).
    Screen_Shot_2022-09-30_at_2.43.16_PM.png
  2. Click the plus (+) button.
  3. Attach your document, then click 'Upload'.


Click 'Edit Trip Info' from the Trips page to:

  • Update high-level trip details such as trip name and travel dates.
  • Add or update your trip photo.
  • Choose whether or not you're a traveler on a trip.


Click 'More Options' under the trip name from the Trips page to: 

  • Print a trip.
  • Merge trips.
  • Delete trip.
  • Export trip to calendar.


You can switch back to the old web experience at anytime by clicking the ‘New website’ toggle in the upper right-hand corner.

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