How to Create a Travel Plan

Modified on Mon, 6 Feb, 2023 at 2:37 PM

Planning -> Travel Plan

The Travel Plan gives an overview of travel for guest profile groups. You're able to manage who is attending and what travel arrangements they have for the event which is submitted to an approver before being implemented to your event.

How to Create a Travel Plan

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 and view Default Plans.

Click on the Start Planning button in the middle to begin creating your Travel Plan. 

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

Existing plans can be imported to your event to save time and are covered in this article

Click on Continue Without Importing

Here you can begin building your Travel Plan and manage any existing plans with filtering across Guest Profile Groups available at the top

Click on Add Required Traveller on the right side to begin adding attendees

Begin typing the Guest Profile Group you wish to add attendees from. 

Once selected, you are able add roles from that group that are required for your event and Save Changes.

Here you can allocate and manage the information for guests for your roles.

This information will later be added to your event where you can then allocate flights, accommodations, and vehicle hire.

Once you have allocated travel information, scroll to the right on the Additional Requirements table to submit your plans to the group approver. 

The approver will receive an email notification to review

Users who have the approver role allocated will then see an overview of the Travel Plan and have the option to Approve or Reject in the platform or via email notification.

When the plan has been approved its time to add the plans to the your event.

Click on Add to Event to then Implement your plans to the event. New guests and guest groups will be created and added to the Guest page to review and manage. 

Now your plans have been implemented, you will see guests and attendees on the guest page by clicking on Event Management on the left side menu and selecting Guests.

Profiles on this page that have been added from the Travel Plan will have highlighted data missing to be allocated from existing Travel Arrangements and Accommodations.

Once all elements have been assigned to guests you can then send invites manually from the guest page or via the Guest Group generated from the Guest Profile Group.

You have successfully created a Travel Plan for your event!

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