Adding Travelers to an Existing TripBoard

You want to add additional people to an existing TripBoard? There are two ways this can be achieved.

1. Travel Bookers and Travel Managers can make new transactions for any traveller onto any existing Tripboard thay have access to.
2. A Traveller may also invite another User(s) to their TripBoard for that invited User to make their own transactions within that joint trip.

Note: If the traveller doesn't exist, you will need to add the Traveler Profile first.

Method 1: New Transaction (Travel Bookers Only)

A Travel Booker that has access to company traveler profiles, may add a new traveller transaction at any time to an existing TripBoard.

Steps to add a new traveler transaction:

1. Within the existing TripBoard, select > 'Add Reservation / Event'
2. Select > the transaction type you wish to add for the new Traveler.

3. Select the traveler(s) you wish to add a transaction for. (You can add multiple travellers if required)

4. Select > Search and proceed with the normal transaction process.

5. This will add that Traveler(s) transaction to the TripBoard as well as necessary Email Notifications.

Method 2: Invite CoPilot

Any User can add a CoPilot to their existing TripBoard. This will allow Users to add their own reservations onto the single TripBoard for simple trip management.

Steps to add a CoPilot:

1. Select > 'Invite CoPilot'
2. Search > for the Traveler you wish to add to the current TripBoard
3. Select > 'Invite'

4. The invited Co-Pilot will now be registered to the TripPlan. You can also configure their permissions.