Trip Details
Updated 2 weeks ago
Trip Details
Trip Details is the main workspace for an individual trip. It combines trip-level fundraising summary cards, top-level actions, and tabbed tools for running the rest of the trip.
Screenshot placeholder: Trip Details page showing the trip header, summary cards, and tab navigation
Accessing Trip Details
From the Trips Table, click View on a trip.
Trip overview
At the top of the page, you can review:
Trip name
Destination
Status
Fundraising Goal
Total Raised
Trip Dates
Progress
Description
Trips created from the sample blueprint also show a Sample badge and a banner explaining that the trip contains demo data only.
Top actions
Trip Details includes four main actions:
Embed
Opens the Embed Code drawer, which displays the public trip URL and provides an Open action to launch it. See Public Trip Page and Website Integration.
Clone
Creates a copy of the trip using the trip cloning workflow. See Trip Cloning.
Settings
Opens Trip Settings, where you bind the trip to its donor form, Trips Program Settings, and auto email set.
Edit Trip
Reopens the trip form so you can update the trip name, slug, destination, dates, goal, description, or status.
Tabs in Trip Details
The current Trip Details page includes these tabs:
Participants: Add, invite, approve, and manage trip participants. See Participant Management.
Budget: Track line-item trip expenses. See Budget Tracking.
Tasks: Assign requirements, reminders, and submissions. See Task Management.
Milestones: Set fundraising checkpoints. See Fundraising Milestones.
Documents: Share trip resources and files. See Shared Documents.
Communication: Send messages and log participant interactions. See Trip Messages.
E-Signatures: Send, track, and manage trip e-signature requests. See E-Signatures.
Analytics: Review fundraising and task completion performance. See Analytics and Exports.
The selected Trip Details tab is kept in the page URL, so refreshing the page or reopening a shared trip link returns you to the same tab.