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How to Build a Trip

This guide will help you build professional, customized trips on SquadTrip and streamline the entire process—from planning to promotion.

Updated over 3 months ago

Creating a trip on SquadTrip is the first exciting step toward sharing unforgettable experiences with your travelers. This section will guide you through building a trip from start to finish, ensuring that every detail is tailored to attract and inform your audience.


1. Adding Your Trip Page Details

The trip page is your travelers' first impression. Providing comprehensive details helps them understand what to expect and encourages them to book with confidence.

Steps to Add Trip Page Details:

  1. Log in to your SquadTrip account.

  2. Navigate to the Dashboard and click on "+Add New Trip".

  3. Fill out the essential information:

    • Trip Name: Enter a captivating name.

    • Trip Destination: Add the destination of your trip.

    • Trip Dates: Specify the start and end dates.

    • Trip Description: Write a detailed overview of what the trip entails.

    • Included amenities and activities: List all the features and amenities included.

    • Trip Photos: Upload high-quality images to showcase the experience.

Note: Many details are optional and can be edited later. However, the more information you provide, the more appealing your trip will be to potential travelers.


2. Creating Your Itinerary

An itinerary provides a day-by-day breakdown, helping travelers visualize their upcoming adventure.

Steps to Create Your Itinerary:

  1. Go to Trip Builder and select Itinerary.

  2. Click on "Add Day" to start building your itinerary.

  3. For each day:

    • Title: Give it a descriptive title.

    • Description: Outline the day's activities.

    • Images: Add visuals to enhance appeal.

    • Optional: Add specific events or times.

  4. Once complete, press "Save".

Note: Creating an itinerary is optional but highly recommended for engaging your travelers.


3. Creating Trip Packages

Offering multiple trip packages caters to different preferences and budgets, increasing the likelihood of bookings.

Steps to Create Trip Packages:

  1. In your trip dashboard, select the "Packages" tab.

  2. Click on "Add New Package".

  3. Enter package details:

    • Package Name: For example, "Single Occupancy" or "Double Occupancy".

    • Price: Set the cost for this package.

    • Images: Upload images relevant to this package.

    • Optional: You can duplicate packages to quickly create similar ones and sort them to control the display order.

💡Tip: For complex offerings like different room types, consider reading more about setting up room types in our advanced settings.


4. Creating Registration Questions

Collecting necessary information upfront streamlines the booking process and helps you cater to your travelers' needs.

Steps to Create Registration Questions:

  1. Navigate to the "Registration Questions" section of your trip dashboard.

  2. Choose the type of question you want to select from the following options:

    • Short Answer

    • Multiple Choice

    • Drop Down

    • Yes/No

    • Instagram

    • Date

    • Address/Location

    • Email Address

    • Phone Number

    • File/Image Upload

  3. Enter your question and any helper text.

  4. Decide if the question is required.

  5. Save the question.

💡Pro Tip: Repeat these steps to add all necessary questions.


5. Creating Payment Options

Flexible payment options make it easier for travelers to commit, increasing your booking rates.

Steps to Create Payment Options:

  1. Select the "Payment Options" tab in your trip dashboard.

  2. For each trip package, choose payment methods:

    • Pay in Full: Allow travelers to pay the entire amount upfront.

    • Pay in Installments: Offer a payment plan.

  3. If offering installments:

    • Set Deposit Amount: The initial payment required.

    • Number of Installments: Decide how many payments will follow.

    • Payment Dates: Schedule when each installment is due.

    • Additional Amount: Optional fees added to the installment plan.

  4. Automated Payments: Travelers will be charged automatically based on the schedule.

  5. Save your settings.

Notes:

  • Payment reminder emails:
    SquadTrip sends an email reminder two days before each scheduled payment and processes payments automatically on the due date. Failed payments are retried the next day. To view or edit automated emails, visit the "Automated Emails" tab.

  • Flexible Payment Schedule:

    SquadTrip automatically adjusts your payment installments based on the date you make your deposit. If you deposit by the organizer’s deadline (e.g., Feb 14th), you’ll follow the original schedule of ten $200 monthly payments. If you deposit later, SquadTrip recalculates your plan to nine payments of approximately $222.22 each, ensuring flexibility no matter when your traveler signs up.


6. Frequently Asked Questions and Legal Aspects

Providing clear FAQs and policies builds trust, reduces booking barriers, and ensures both you and your travelers understand the terms.

Steps to Add FAQs and Edit Policies:

  1. Go to the "FAQ and Legal Aspects" section in your trip dashboard.

  2. For Policies, review the pre-filled fields:

    • Terms and Conditions

    • Waiver

    • Refund Policy

  3. Edit the policies as needed to fit your specific requirements. ​Note: Travelers will be prompted to sign these policies during checkout.

  4. For FAQs, enter a question and answer, then click "+ Add Question". Note: FAQs will appear on both the trip page and the traveler profile page.

  5. Save your changes.


7. Publishing Your Trip

Publishing your trip makes it live and bookable by travelers. This process ensures your trip is visible to the right audience while providing an option to engage with customers through a waiting list or a public directory.

Steps to Publish Your Trip:

  1. Go to the "Preview and Publish" section in your trip dashboard.

  2. Enable Enhanced Trip Page (Optional).

  3. Toggle the Enhanced Trip Page option to benefit from:

    • SEO optimization for better search engine rankings.

    • Mobile-friendly design for smooth customer experience on smartphones.

    • Custom branding options, such as personalized fonts, colors, and logos.

  4. Publish on the Public SquadTrip Directory (Optional)

    • Decide whether to publish your trip on the SquadTrip public directory.

      • Select “Yes” to make your trip discoverable by more users browsing the public platform.

      • Select “No” to keep it private and share the link only with selected customers.

  5. Activate the Waiting List (Optional)

    • Turn on the waiting list feature to capture interest when the trip sells out.

      • Select “Yes” to automatically activate the waiting list once the trip reaches full capacity.

      • Select “No” if you don’t want to manage or engage with waiting customers.

  6. Once you are satisfied with your trip details and have selected your options click on "Publish".

Note: Once published, your trip is live and ready for bookings.


8. Sharing Your Trip

Sharing your trip maximizes exposure and increases bookings.

Steps to Share Your Trip:

  • From your trip dashboard, click on the "Share my Trip" button.

  • Copy the Trip Link

    • Use the provided link to share your trip directly with potential participants:

    • Click “Copy” to easily copy the link to your clipboard.

    How to Use the Trip Link:

    • Post the link on social media platforms (e.g., Instagram, Facebook, Twitter).

    • Send it directly to friends or groups via messaging apps like WhatsApp, Messenger, or Slack.

  • Invite Guests

    • Invite via Email: Send invitations to potential participants through email for a professional touch.

    • Invite via Text Message: Quickly notify your audience by sending trip details and the link via SMS.

  • Affiliate Program Promotion

    • Encourage others to join your affiliate program by sharing your trip within their networks.

    • How it Works:

      • Affiliates earn commissions by referring people who book your trip.

      • Invite affiliates through email or text to get them started.

      • Track their promotion efforts and watch your bookings grow.

  • Additional Sharing Options

    • Embeddable Code Snippet:

      • Get an HTML snippet to embed your trip package directly into your website or blog.

      • Customize the main color to match your brand’s theme.

  • Boost Sales through Effective Sharing

    • Use multiple channels to reach a wider audience:

      • Social media

      • Email newsletters

      • Text campaigns

      • Affiliate partnerships

    • Embedding the trip on your website ensures seamless visibility to visitors.

💡Tip: If you prefer to add checkout buttons to your site, use the package-specific links.


What's Next?

Once you’ve built your trip, it's time to keep your travelers informed and engaged to enhance their experience. Learn more about Communicating with Your Travelers.


Need help building your trip?

Schedule a free 30 minute one-on-one session today! Click here.

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