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 page, click the Settings button in the top-right area. A side panel will open with the settings form.
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 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.
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.
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:
Manage Trip
View and edit trip details (name, dates, goal, cover image, status)
Enabled
Manage Participants
Add, update, and withdraw participants
Enabled
Invite Participants
Send invitation emails to participants
Enabled
Manage Budget
Create, edit, delete, and reorder budget items
Enabled
Manage Tasks
Create, edit, and delete tasks; configure targeting and reminders
Enabled
Manage Task Templates
Create, edit, delete, and apply task templates
Enabled
View Task Completions
View task submission statuses for all participants
Enabled
Approve Task Completions
Approve or reject submitted task completions
Enabled
Send Manual Reminders
Send reminder nudges to participants for specific tasks
Enabled
Promote Leaders
Change other participants' roles to Leader
Disabled
These defaults can be overridden on a per-leader basis from the Participants tab. See Leader Permissions for the full guide.
Privacy & Display Settings
These settings control what is visible on the public trip page and participant pages:
Show Donation Amounts
On / Off
On
Display individual donation amounts on public pages
Show Donor Names
Full Name / First & Last Initial / Anonymous
Full Name
How donor names appear on public pages
Show Participant Goals
On / Off
On
Display individual fundraising goals on participant cards
Allow Recurring Donations
On / Off
On
Enable the recurring donation option on the checkout form
Accept Donations After Completion
On / Off
On
Continue accepting donations after the trip status is set to Completed
Budget-Goal Sync
Sync Budget to Goal
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).
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