How to Fill in a Travel Plan Template

Modified on Mon, 06 Feb 2023 at 02:38 PM

Planning -> Travel Plan

How to Fill in a Travel Plan Template

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 Actions button located in the top right corner and select Default Plans. 

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 Create New Template and set a name or title for your template and click Create Template.

Now the template has been created its time to add the required travellers / roles for the plan. 

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.

You can now make changes to the role that is required for the event such as start and end dates, travel and accommodation.

Filling out the form

The Template form and management of require travellers 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article