You now have access to view comprehensive traveler profiles directly within the platform. This feature is designed to enhance your customer service by putting critical traveler information at your fingertips, improving your overall experience as a Trip Organizer. With detailed insights into each traveler’s booking history, payment status, and personal details, you’ll be better equipped to manage communication, anticipate needs, and deliver a more personalized and efficient trip experience.
Level of Access to Traveler Accounts
You will have all the options available as the traveler has. This includes:
Add or remove an add-on
Pay installment with a traveler's card
Reschedule a date of automatic payment
Change answers to registration questions
Cancel the package
Apply promo code
How to View Traveler's Profile
To view the traveler's profile, simply follow these steps to get started:
From your Dashboard, click on the trip, then click on the traveler's name.
Select the traveler whose profile you want to view from the "Guest List Information".
Open the Booking Details for that traveler and press the button "View traveler profile page".
Now we see the Traveler's profile and can exit that view at any moment by pressing the button "Exit to Organizer account".
Accessing Traveler Profiles (Dashboard 2.0 New Path)
In Dashboard 2.0, traveler profiles can be accessed directly from the trip dashboard.
View a Traveler Profile
Click on the trip thumbnail to open Dashboard 2.0.
Scroll to the Travelers section.
Click the three dots next to the traveler’s name.
Select View Details.
What You Can View and Manage
From the traveler profile, you can access:
Account information
Registration questions
Payment schedule
Signed documents
Receipts
Edit order
Process refund
Cancel booking
This provides a centralized view to manage all traveler related details for a specific trip.
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