Trip Details

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1. CORE FEATURES

2. Program Management

3. Trips

Trip Details

Trip Details is the main workspace for an individual trip. It combines trip-level fundraising summary cards, top-level actions, and tabbed tools for running the rest of the trip.

Screenshot placeholder: Trip Details page showing the trip header, summary cards, and tab navigation

Accessing Trip Details

From the Trips Table, click View on a trip.

Trip overview

At the top of the page, you can review:

• Trip name

• Destination

• Status

• Fundraising Goal

• Total Raised

• Trip Dates

• Progress

• Description

Trips created from the sample blueprint also show a Sample badge and a banner explaining that the trip contains demo data only.

Top actions

Trip Details includes four main actions:

Embed

Opens the public URL and embed drawer for the trip. See Public Trip Page and Website Integration.

Clone

Creates a copy of the trip using the trip cloning workflow. See Trip Cloning.

Settings

Opens Trip Settings, where you bind the trip to its donor form, Trips Program Settings, and auto email set.

Edit Trip

Reopens the trip form so you can update the trip name, slug, destination, dates, goal, description, or status.

Tabs in Trip Details

The current Trip Details page includes these tabs:

1. Participants: Add, invite, approve, and manage trip participants. See Participant Management.

2. Budget: Track line-item trip expenses. See Budget Tracking.

3. Tasks: Assign requirements, reminders, and submissions. See Task Management.

4. Milestones: Set fundraising checkpoints. See Fundraising Milestones.

5. Documents: Share trip resources and files. See Shared Documents.

6. Communication: Send messages and log participant interactions. See Trip Messages.

7. E-Signatures: Send, track, and manage trip e-signature requests. See E-Signatures.

8. Analytics: Review fundraising and task completion performance. See Analytics and Exports.