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:
Log in to your SquadTrip account.
Navigate to the Dashboard and click on "+Add New Trip".
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:
Go to Trip Builder and select Itinerary.
Click on "Add Day" to start building your itinerary.
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.
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:
In your trip dashboard, select the "Packages" tab.
Click on "Add New Package".
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:
Navigate to the "Registration Questions" section of your trip dashboard.
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
Enter your question and any helper text.
Decide if the question is required.
Save the question.
💡Pro Tip: Repeat these steps to add all necessary questions.
5. Creating Payment & Settings
The Payments & Settings section allows you to configure flexible payment options and automated payment processing features for your trip.
Payment Options Section
These payment options allow travelers to finance or split their payments, making trips more accessible. Payment options are enabled by default based on your Stripe settings.
Available payment methods:
Klarna
Affirm
AfterPay
Apple Pay
Click "Save Payment Options" after making your selections.
Note: Payment options require a Premium subscription. If you see "Upgrade to Premium to access this feature" with locked toggles, you'll need to upgrade your account to enable/disable these payment options.
Payment Settings Section
Configure automated payment processing and traveler flexibility options:
Auto-Charge Travelers on Due Dates - Automatically process scheduled payments to streamline collections.
Retry Failed Payments Every 2 Days - Reduce manual intervention by auto-retrying unsuccessful transactions.
Let Travelers Reschedule Payments (Default: OFF) - Give travelers flexibility to postpone payments by up to 30 days.
Allow Travelers to Update Payment Method - Enable travelers to change their saved card anytime for smoother transactions.
Click "Save Payment Settings" after configuring.
Note: Payment Settings require a Premium subscription. If you see "Upgrade to Premium to access this feature" with locked toggles, you'll need to upgrade your account to enable/disable these payment settings.
Configuring Package Payment Plans
Flexible payment options make it easier for travelers to commit, increasing your booking rates.
Steps to Create Payment methods:
Navigate to the "Trip Settings" section in your Payments.
Select Trip Package from the dropdown menu to configure payment methods for each package.
For each trip package, choose payment methods:
Pay in Full: A one-off payment in full. Some people choose this to avoid fees.
Pay in Installments: Regular monthly payments, set to a date of your choice. We suggest charging $100 for this option.
If offering installments, configure:
Set the minimum deposit per traveler: Guests can increase their deposit amount at the time of check out if they wish to reduce their monthly payments.
First payment will start on this date: Select when installments begin. Money taken on 15th of every month.
Duration (Months): Use the slider to set the payment duration (e.g., 4 months). You will receive at least $195.00 every month for the next 4 month/s.
Additional cost for guests that choose this option: We recommend adding at least $100. This incentivizes your guests to pay in full.
Review the preview panels showing total costs for both payment options, including package cost, minimum deposit, additional cost, and last payment date.
Click "Save Package" to save your settings.
Note: Travelers will be charged automatically based on the schedule you set.
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:
Go to the "FAQ and Legal Aspects" section in your trip dashboard.
For Policies, review the pre-filled fields:
Terms and Conditions
Waiver
Refund Policy
Edit the policies as needed to fit your specific requirements. Note: Travelers will be prompted to sign these policies during checkout.
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.
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.
Steps to Publish Your Trip:
Go to the "Preview and Publish" section in your trip dashboard.
Review the Publishing Options:
The page displays: "This is the place where you can generate links of your trip packages, share them on social media or embed into your website."
Configure the Waiting List (Optional):
You'll see the question: "Do you want to activate the waiting list?"
The system explains: "Activate the waiting list to engage with interested users when trips are fully booked. If selected, the waitlist will be turned on when your trip is sold 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
Preview Your Trip:
Review the trip preview section below to see how your trip will appear to customers
Check the trip packages display and pricing information
Publish Your Trip:
Once you're satisfied with your settings, click the purple "Publish my trip" button
If you need to make changes later, you can return to this page and click "Unpublish my trip" to temporarily take it offline
Confirmation:
After clicking publish, a confirmation dialog will appear stating: "Your trip has been published!"
The message continues: "Now it's time to share your trip."
You can either click "Cancel" to stay on the current page or "Share my trip" to proceed to the sharing options
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.