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 Create New Template 

> Fill the Template Name > Click Create Template

Once created it can be imported and edited at a later stage

You have successfully created a travel plan. Scroll down for more details on adding roles and approvals!

Note: To add Travellers you need Tags (commonly used to create role names required) within 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 the Start Planning button 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 Create New Template

Here you can begin building your Travel Plan template.

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/tags from that 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 template and that all travellers/tags are set you can Actions >Import this plan.

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

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

There is are stages required to implement a traveller/tag to an Event.(We recommend to contact a member of Guestia Customer support/success to get a walkthrough)

When a traveller/tag is implemented to the event they will now appear via Event management - Guests. The Guests Index* is where you can start adding the travel, accommodation & activities etc information for each guests.

Profiles on the Guest index* 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 the guests you can then plan to send them event invites.

You have successfully created a Travel Plan for your event!