Skip to main content

Managing Traveler Details

Efficiently manage your travelers to provide a seamless experience.

Viewing Registration Details

Access important information about who has registered and their preferences.

Steps to View Registration Details:

  1. From your Dashboard, click on the trip.

  2. Organizer dashboard My Trips page with the Active Trips cards
  3. Click on the traveler's name to open their profile.

  4. Trip dashboard Travelers list with three traveler rows showing status, package, paid and balance
  5. Click View Details and open the Registration Questions section (or pick Registration Questions from the traveler's actions).

Traveler Details page on the Registration Questions tab listing each question with its answer, an uploaded passport photo and one Not answered

Filtering Based on Trip and Package

Quickly find travelers based on specific criteria.

Steps to Filter Travelers:

  1. From your Dashboard, click on the trip you want to view.

  2. Click on a package to filter travelers by that package.

  3. The travelers for the selected package will be displayed.


Searching for a Traveler

Quickly find specific traveler information.

Steps to Search:

  1. From your Dashboard, click on the trip.

  2. Search for the traveler by name in the guest list.

  3. Click on the traveler's name to view their details.


Editing Registration Questions

Registration answers are read-only for organizers -- the traveler updates them from Forms on their trip page. You can change the questions themselves in the Trip Builder.

Steps:

  1. Ask the traveler to open their trip on the traveler dashboard and click Forms.

  2. They update their answers and click Save; the change shows on your side straight away.

  3. To change the questions themselves, open the trip, click Edit Trip and go to Registration Questions.


Making changes to a traveler's reservation

Change the price (standard packages only -- room-based bookings have no price pencil), package, add ons, payment schedule, number of travelers, etc.

Steps to make changes:

  1. From your Dashboard, click on the trip.

  2. Click on the traveler's name to open their profile.

  3. Click View Details.

  4. Click Edit Order.

For more details, read this detailed article.


Frequently Asked Questions

Can travelers update their own registration answers?

Yes. Travelers open Forms on their trip page in the traveler dashboard and update their answers at any time. Organizers can view the responses from the organizer dashboard but cannot edit them.

Can I export traveler details or registration answers?

Yes. You can export traveler data from your dashboard. See our Trip Data Export guide for details.

What if a traveler hasn’t answered a registration question?

Unanswered questions show as “Not answered.” Follow up with the traveler directly -- only the traveler can change an answer.

Can I add or change registration questions after travelers have already signed up?

Yes. You can update registration questions in the Trip Builder at any time. Existing travelers will not be prompted to re-answer, but new travelers will see the updated questions.


What's Next?

Boost bookings and reward your travelers by creating discount and promo codes. Discover how in our Creating Discount and Promo Codes guide!


Need help building your trip?

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

Did this answer your question?