SquadTrip

How to Reinstate a Cancelled Booking

How to Change a Traveler's Login Email (Username)

Access full traveler profiles to manage bookings, payments, and preferences more efficiently.

Accessing and Viewing Traveler Profiles

Fixing “Pay in Installments” Not Showing in Payment Settings

Handling Travelers Who Paid Externally

Enable a waitlist for fully booked trips to collect interest and manage waitlisted users directly from your dashboard.

How Organizers Can Activate Waitlist Option

This article guides organizers on enabling payment rescheduling for travelers and so offering payment flexibility.

How to activate "Reschedule Payment" option for Travelers

This article explains how trip organizers can apply a promo code to a traveler’s existing booking in SquadTrip.

How to Apply a Promo to a Booking

If a traveler requests a trip cancellation and refund, the Trip Organizer can also process this change within their account.

How to Cancel a Trip With or Without a Refund for Travelers

This article explains how trip organizers can update a traveler’s reservation by editing their order, including changing trips or packages, managing add-ons, and adjusting payment plans, and then saving the…

How to Change a Traveler's Reservation

How to Change or Move a Traveler’s Package

Learn how to stop or turn off automatic payments for individual travelers in your trip settings.

How to Stop Automatic Payments for Travelers

When Total Cost Has Changed or Payment Was Made Externally

Managing Balance Adjustments for Travelers

Efficiently manage your travelers to provide a seamless experience.

Managing Traveler Details

Moving Guests Between Trips

Learn how to transfer a traveler from one trip to another or change their tour date.

Transfer a Traveler to Another Trip

Easily cancel a traveler’s reservation—with or without a refund—directly from your Trip Data dashboard.

Travel Cancellation Instructions

Learn how to upgrade a traveler’s room type or package without increasing their remaining balance.

Upgrade Traveler’s Package/Room Without Charging Extra

What to Do If You Need to Cancel a Trip

Learn how to view and export traveler registration question responses from your trip dashboard.

View Registration Question Answers

Step-by-step guide to exporting trip data: access stats, select trips/packages, and download to Excel for easy organization and analysis.

How to Export Trip Data on SquadTrip

Create custom promo codes to offer discounts or credits

How to Create Promo Codes on SquadTrip

Managing Travelers

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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