Overview
Every traveler starts on the payment schedule set for their package. But sometimes one traveler needs something different — smaller installments, a later start, or dates that line up with their payday. You can rebuild any traveler's upcoming schedule from scratch in the Edit Order flow, without affecting their booking or anything they have already paid.
Changing dates for one traveler vs. everyone. This article covers one specific traveler who has already booked. To change the schedule for travelers who have not booked yet, edit the package payment plan instead: Edit trip → Payments → Trip Settings → Edit Payment Plans. See Setting Up Payment Plans with Auto-Billing. Travelers who already booked keep the schedule they booked on.
Before you start
The traveler must have made a deposit but not yet paid their full balance, and their booking must not be cancelled. There is no upcoming schedule to rebuild for someone who has paid in full, and cancelled bookings cannot be edited.
Step-by-step
1. Open the trip
Log in to your dashboard and click the trip the traveler is booked on.
2. Find the traveler and open View Details
Search for the traveler, then click the three-dot menu next to their name and choose View Details.
3. Click Edit Order
In the menu down the left side of their details, click Edit Order.
Don't see Edit Order? It only appears for travelers who have made their first payment and whose booking is not cancelled. The Payment Schedule item in the same menu shows their schedule read-only if you just want to look.
4. Click Next until you reach Payment details
The editing flow is a set of numbered steps you advance through with the Next button:
Switch to different trip
Change package or add new one
Choose add-ons — only appears if your trip has add-ons
Payment details — the schedule lives here
Keep clicking Next to skip straight past the steps you are not changing until Payment details opens. On trips without add-ons that step is numbered 3 instead of 4.
5. Set the number of payments
At the top of Payment details you will see what the traveler has Paid to Date and their Remaining Balance, with the Total Cost in the step header and a running New package summary on the right.
Under Number of payments, pick how many payments to split the remaining balance into — anywhere from 1 to 12. The balance divides evenly across that many payments automatically.
6. Fine-tune the dates and amounts
The Payment schedule table lists every upcoming payment:
Schedule of upcoming payments — the date the card is charged. Click it to pick a new one.
Payment amount w/fees — what the traveler is charged that day, fees included. Type over it to set a custom amount.
Action — the trash icon removes that payment line.
Use + Add new line to append another payment; it defaults to one month after the last one.
Make the amounts add up. Individual amounts do not re-balance themselves after you edit them by hand, so check that your lines still total the remaining balance before saving. Clicking a Number of payments button re-splits it evenly again.
7. Save
Click Next to reach the Package Change Summary, then Save Changes. Confirm on the Confirm Changes prompt and you will see Changes Saved Successfully!
The new schedule is live immediately, and auto-billing will charge the traveler's card on the new dates.
Good to know
Only future payments can be changed. Payments already charged cannot be edited here — those need a refund instead.
A date after the trip start date is allowed. You will get a Date Warning pop-up, but you can click OK and continue if that is what you intended.
Every payment needs a date. Leaving a date blank disables Next and Save Changes until you fill it in.
Amounts under $1 are rejected. Any line above $0 must be at least $1. To remove a payment entirely, delete the line instead of zeroing it out.
Editing the schedule doesn't touch the booking. Their reservation, package, and spot on the trip stay exactly as they were.
The traveler is not notified. No email or text goes out when you change a schedule. Message them yourself if the change matters — they will still get the standard reminder 5 days before each payment.
Troubleshooting
Problem | Solution |
Edit Order doesn't appear on the traveler's profile | It is hidden for cancelled bookings and for travelers who have not made a first payment yet. |
Next or Save Changes is greyed out | Usually a blank date in the schedule table, or a payment amount between $0 and $1. Fill in every date and make each amount either $0 or at least $1. |
A "Date Warning" pop-up appears | One of your payment dates falls after the trip starts. It is a warning, not a block — click OK to continue, or pick an earlier date. |
The traveler still sees the old schedule | The change is immediate, but their browser may be showing a cached page. Ask them to refresh, or log out and back in. |
Frequently asked questions
Q: Can I change how many installments a traveler has?
A: Yes — use the Number of payments buttons (1–12) in Payment details. The remaining balance re-splits across the number you pick.
Q: Can I edit a payment that has already been charged?
A: No. Only upcoming payments can be changed. A payment that has already gone through has to be refunded instead.
Q: Can I put a traveler on a weekly schedule?
A: Not automatically — but you can build one by hand. Add a line per week with + Add new line and set each date. Auto-billing will follow whatever dates you set. Note that payment reminder emails still go out on the standard cadence.
Q: Does changing the schedule change what the traveler owes?
A: No. It only changes when they pay. To change the total, use the package or price options earlier in the Edit Order flow — see How to Edit a Guest's Payment Plan.
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If you have more questions, feel free to reach out to us at [email protected]
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