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Request to Join and Participant Approvals

Request to Join lets a prospective participant submit their own trip signup form from the public trip page. Gratona creates or updates the donor record, adds the person to the trip in Requested status, and lets your team review the request before granting full participant access.

Screenshot placeholder: Public trip page showing the Request to Join button

When Request to Join appears

The Request to Join button only appears when:

  • the trip status is Active

  • the selected Trips Program Settings record has Request to Join enabled

See Trip Settings for how the trip inherits this behavior from its selected Program Settings.

What the public form uses

When a visitor clicks Request to Join, Gratona opens a form built from the trip's donor form configuration.

The form can include:

  • email address

  • standard donor fields that are visible and required for the trip

  • custom public donor-form fields, except internal-only fields such as custom ID counters

Screenshot placeholder: Request to Join form using the trip donor form fields

Submitting a join request uses the trip's donor form and creates the donor profile automatically if needed.

What happens after submission

After a successful submission:

  • Gratona creates or reuses the donor record

  • Gratona creates a trip participant record

  • the participant is added with Requested status

Each person can only have one active join request per trip. Duplicate requests for the same trip and email address are blocked.

Review requests from the Participants tab

To approve a join request:

  1. Open the trip in Trip Details.

  2. Filter the roster by Requested if needed.

  3. Click Edit on the participant.

  4. Change the status from Requested to Active.

  5. Save the participant.

Once the participant is active, you can send their invitation, background check, and e-signature workflows as needed.

If Request to Join is missing

Check these items:

  • the trip is Active

  • the trip is using the correct Trips Program Settings

  • Request to Join is enabled in that Program Settings record

  • the public trip page is opening the correct trip

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