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.
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
Below the trip overview, the page is organized into five tabs:
Manage the people enrolled in the trip. Add, edit, and remove participants, assign roles, set individual fundraising goals, and send invitations. See Participant Management for details.
Track your trip's expenses with line-item budget entries. Add categories, descriptions, and amounts to maintain a clear view of anticipated costs. See Budget Tracking for details.
Create and manage tasks that participants need to complete before or during the trip, such as submitting passport copies, completing medical forms, or attending training sessions. See Task Management for details.
Set fundraising milestones to track progress against key dates and target amounts. See Fundraising Milestones for details.
Upload and share trip resources such as itineraries, packing lists, and waivers with participants. Control visibility so that documents can be shared with all participants, leaders only, or specific individuals. See Shared Documents for details.
Navigating Back
Click the Back to Trips button at the top left to return to the Trips Table.
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