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.
Accessing Traveler Profiles (Dashboard 2.0 New Path)
Traveler profiles are opened from the trip dashboard.
View a Traveler Profile
Click the trip thumbnail to open the trip dashboard.
Scroll to the Travelers section.
Click the three dots next to the traveler’s name.
Select View Details.
Press the button "View traveler profile page".
You now see the traveler's profile, where you can manage their booking, payments, add-ons, and registration details.
You can exit that view at any moment by pressing the button "Exit to Organizer Account".
What You Can View and Manage
From the traveler's View Details page (step 4 above), you can access the items below (Signed documents, Receipts, Edit order, Process refund and Cancel booking appear once the traveler has made a first payment; on a cancelled booking, Edit order and Cancel booking give way to Reinstate Booking where that is enabled):
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.
Need help building your trip?
Schedule a free 30 minute one-on-one session today! Click here.