# Trip Settings

Configure donor forms and program settings for your trip's fundraising and checkout experience.

Trip settings allow you to configure the donor form and program settings that control how your trip's fundraising program operates. These settings determine what information is collected from donors during checkout and how the trip's fundraising program is structured.

## Accessing Trip Settings

From the [Trip Details](https://docs.helpyousponsor.com/guides/core-features/program-management/trips/trip-details) page, click the **Settings** button in the top-right area. A side panel will open with the settings form.

<figure><img src="https://3594793218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKO2daI6MQ1KQOLltE3m%2Fuploads%2FHdGDfednm9EWG5d1yXHu%2Fimage.png?alt=media&#x26;token=1350b08b-793a-476a-853b-c6851c37e139" alt=""><figcaption></figcaption></figure>

## Settings Options

### Donor Form

Select the donor form to use when new donors sign up during checkout for this trip. The donor form determines what information (name, email, address, phone, etc.) is collected from donors when they make a donation to the trip or a participant.

Choose from the donor forms configured in your HelpYouSponsor account. If you have not created a donor form yet, see [Program Forms ](https://docs.helpyousponsor.com/guides/core-features/program-management/program-forms)for instructions on setting one up.

### Program Settings

Select which program settings to use for this trip's fundraising program. Program settings control aspects such as donation frequency options, minimum donation amounts, and other checkout behavior.

Only program settings configured with the "Trips" program type will appear in this dropdown. If no trip-specific program settings exist, you may need to create one in your program settings configuration.

### Saving Settings

After selecting your preferences, click the **Save Settings** button. The settings are applied immediately and will affect the checkout experience for your trip's public page.

{% hint style="info" %}
If you do not configure trip settings, the system will use default values. It is recommended to set up a donor form and program settings before making your trip active and sharing the public page.
{% endhint %}

### Leader Permissions

Configure what trip leaders can do in the Leader Console. This section appears in the Settings panel under the existing Donor Form and Program Settings options.

Under the **Leader Permissions** heading, toggle each capability on or off to set trip-level defaults for all leaders:

<table><thead><tr><th width="211.78472900390625">Permission</th><th width="380.3350830078125">Description</th><th>Default</th></tr></thead><tbody><tr><td>Manage Trip</td><td>View and edit trip details (name, dates, goal, cover image, status)</td><td>Enabled</td></tr><tr><td>Manage Participants</td><td>Add, update, and withdraw participants</td><td>Enabled</td></tr><tr><td>Invite Participants</td><td>Send invitation emails to participants</td><td>Enabled</td></tr><tr><td>Manage Budget</td><td>Create, edit, delete, and reorder budget items</td><td>Enabled</td></tr><tr><td>Manage Tasks</td><td>Create, edit, and delete tasks; configure targeting and reminders</td><td>Enabled</td></tr><tr><td>Manage Task Templates</td><td>Create, edit, delete, and apply task templates</td><td>Enabled</td></tr><tr><td>View Task Completions</td><td>View task submission statuses for all participants</td><td>Enabled</td></tr><tr><td>Approve Task Completions</td><td>Approve or reject submitted task completions</td><td>Enabled</td></tr><tr><td>Send Manual Reminders</td><td>Send reminder nudges to participants for specific tasks</td><td>Enabled</td></tr><tr><td>Promote Leaders</td><td>Change other participants' roles to Leader</td><td><strong>Disabled</strong></td></tr></tbody></table>

These defaults can be overridden on a per-leader basis from the Participants tab. See[ Leader Permissions](https://docs.helpyousponsor.com/guides/core-features/program-management/trips/leader-permissions) for the full guide.

### Privacy & Display Settings

These settings control what is visible on the public trip page and participant pages:

<table><thead><tr><th>Setting</th><th width="203.64501953125">Options</th><th width="107.9818115234375">Default</th><th>Description</th></tr></thead><tbody><tr><td><strong>Show Donation Amounts</strong></td><td>On / Off</td><td>On</td><td>Display individual donation amounts on public pages</td></tr><tr><td><strong>Show Donor Names</strong></td><td>Full Name / First &#x26; Last Initial / Anonymous</td><td>Full Name</td><td>How donor names appear on public pages</td></tr><tr><td><strong>Show Participant Goals</strong></td><td>On / Off</td><td>On</td><td>Display individual fundraising goals on participant cards</td></tr><tr><td><strong>Allow Recurring Donations</strong></td><td>On / Off</td><td>On</td><td>Enable the recurring donation option on the checkout form</td></tr><tr><td><strong>Accept Donations After Completion</strong></td><td>On / Off</td><td>On</td><td>Continue accepting donations after the trip status is set to Completed</td></tr></tbody></table>

### Budget-Goal Sync

<table><thead><tr><th width="167.58074951171875">Setting</th><th>Description</th></tr></thead><tbody><tr><td><strong>Sync Budget to Goal</strong></td><td>When enabled, the fundraising goal automatically updates when budget items are added, edited, or removed. When disabled, budget and goal are independent (a warning appears if they don't match).</td></tr></tbody></table>