New web experience: Add and edit a trip

If you need assistance with adding or editing a trip from our new web experience, please see below.

Adding a new trip:

1. Click 'Add a Trip' and enter your high-level trip details such as destination and travel dates. 
2. Click 'Save'.
3. Then click 'Add a Plan'.
4. Select the type of plan you want to add and we'll walk you through the rest.

Edit a trip plan:

1. Click 'Edit Plan' next to the plan you wish to edit.
2. Make your changes, then click 'Save'.

If you want to add additional details such as a traveler name total cost or a note:

1. Click on the plan (in blue text).
   
2. Make your selection (Booking Info, etc.) under 'More Details'.
3. Enter your details then 'Save'.

Move, copy or delete a trip plan:

1. Click on the plan you want to move, copy or delete (in blue text).
2. Click 'More Options' (top right).
3. Select 'Move Plan', 'Copy Plan', or 'Delete Plan'. 

Add a document:

1. Click on the plan (in blue text).
   
2. Click the plus (+) button.
3. Attach your document, then click 'Upload'.

Click 'Edit Trip Info' from the Trips page to:

• Update high-level trip details such as trip name and travel dates.
• Add or update your trip photo.
• Choose whether or not you're a traveler on a trip.

Click 'More Options' under the trip name from the Trips page to: 

• Print a trip.
• Merge trips.
• Delete trip.
• Export trip to calendar.

You can switch back to the old web experience at anytime by clicking the ‘New website’ toggle in the upper right-hand corner.