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'.

Delete a plan:

1. Click 'Edit Plan' next to the plan you wish to delete.
2. Click 'Delete Plan'.

Add additional details such as a traveler name, total cost, or a note:

1. Click the plan in blue text as shown in the example below (do not click 'Edit Plan').
   
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 the plan in blue text as shown in the example below.
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.