How to Create a New Travel Plan

Planning -> Travel Plan

Quick steps in creating a Travel Plan

>Start by selecting Planning > Travel plan

> Click on the 'Start Planning' button 
> Click on 'Continue without Import'

> You can then select - Add Required Traveller

You have successfully created a travel plan. 
Once created it can be imported and edited at a later stage

Note: To add Travellers you need Tags (commonly used to create role names required) within your Guest profile groups. Please have this created beforehand.

How to Create a Travel Plan (with screenshots)

Start by clicking on Planning on the left side menu and select Travel Plan. Here you will see any existing travel plans with the option to Start Planning.

Click on Start Planning to begin creating your Travel Plan. 

> Once selected you will see any existing Plans that have been created with options to Create New Template and Continue Without Importing.

> Select on Continue Without Importing 

Here you can begin building your Travel Plan.

Click on Add Required Traveller to begin adding travellers (Guest profile group Tags).

The modal allows you to search for your Guest profile group.

Once selected, you are able add the travellers AKA tags from the Guest Profile Group, that are required for your event. Save Changes once all required traveller are selected.

These tags will later be added to your event where you can then allocate a guest to the tag, flights, accommodations, and vehicle hire etc.

Once you are happy with the Plan and that all travellers/tags are set, you can proceed to Actions >Import this plan.

You have successfully created a Travel Plan for your event!