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Create a Trip Template

If your organization plans multiple trips each year then you should utilize our trip templates feature!  Not only will this feature save you tons of time, but it will provide consistency across your organization by pre-loading information.  Follow these easy steps to create a trip template. 

 

Step 1:  Login to your Field Partner Dashboard, then select 'Trips' on the left-hand menu to see all of your past and upcoming trips.  Scroll down to the the section titled 'Templates' and select .

 

Step 2:  Enter all information that will be consistent on every trip going forward, then select  at the bottom. 

Pro Field Partner Tip:  When entering the trip name and trip ID follow a standard format such as City, Country - Trip Code. (i.e. Rome,Italy - IT18C).  Enter the standard format in the template so that all users who create a trip can follow the same format.  

 

When you're ready to create a trip using the template, be sure to check out this article.  

If you have any additional questions please feel free to reach out to our account management team at account.management@purecharity.com.  

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