Trip Details
The Trip Details page is the central hub for managing an individual trip. It provides an at-a-glance overview of the trip's status and fundraising progress, along with tabbed sections for managing participants, budget, tasks, milestones, and documents.
Accessing Trip Details
From the Trips Table, click the View button (eye icon) on any trip row. This opens the trip's detail page.
Trip Overview
At the top of the Trip Details page, you will see a summary of the trip's key information:
Trip Name and Destination - Displayed prominently at the top of the page.
Status - The current trip status shown as a colour-coded badge (Draft, Active, Completed, Archived, or Cancelled).
Fundraising Goal - The total fundraising target for the trip.
Total Raised - The cumulative amount raised by all participants.
Trip Dates - The start and end dates of the trip (if set).
Progress Bar - A visual indicator showing the percentage of the fundraising goal that has been reached.
Description - The full trip description, displayed below the progress bar.
Action Buttons
The top-right area of the page provides three action buttons:
Embed
Opens the embed drawer where you can access the public trip URL and copy an iframe embed code for your website.
Clone
Duplicate this trip with selective cloning of budget items, tasks, documents, and settings. The cloned trip is created in Draft status. See Trip Cloning.
Settings
Opens the Trip Settings panel where you can configure the donor form and program settings used for the trip.
Edit Trip
Opens the trip editing form in a side panel. The form is the same as the creation form, pre-populated with the trip's current values. You can update the name, slug, destination, dates, fundraising goal, description, and status.
Tabbed Sections
The Trip Details page organizes trip management into the following tabs:
Participants — Enroll and manage trip members, assign roles (participant or leader), set individual fundraising goals, manage tags, and send invitations. See Participant Management.
Budget — Track expenses via line-item entries with categories, descriptions, and amounts. See Budget Tracking.
Tasks — Create participant requirements such as document submissions or training acknowledgements. Configure targeting, reminders, dependencies, and review completions. See Task Management.
Milestones — Establish intermediate fundraising checkpoints tied to specific dates or amounts. See Fundraising Milestones.
Documents — Share resources like itineraries, waivers, and packing lists with adjustable visibility controls. See Shared Documents.
Analytics — View fundraising metrics, participant progress, and task completion rates. Export data to CSV. See Analytics & Exports.
Messages — Send targeted communications to participants and track email replies. See Trip Messages.
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