Traveller Collaboration

Traveller Collaboration

Info
If the Traveller Collaboration feature is enabled in your Preferences, your Travellers can add segments and Notes to their Trip on the web or mobile app. 


Web View

In the Web View, Travellers can open their Trip and click the Add To Trip button in the bottom right corner to add additional bookings or Notes.



Notes
If your Traveller adds any segments, those segments will automatically sync to your Trip in the Trip Publisher. Travellers cannot remove or edit components you've created, even with Traveller Collaboration enabled. Although you can edit/delete a segment added by a Traveller, it is recommended that you advise your Traveller of any changes made to segments they have added.
Alert
NOTES added by a Traveller via collaboration:
  1. will only be visible to the traveller on the web view or within the mobile app.
  2. will NOT be viewable to you (the Travel Consultant)
  3. will NOT display on the PDF


The Traveller Collaboration feature allows your Travellers to add bookings, making their Trip a complete experience.
Notes
Traveller Collaboration is only available as part of the Professional plan (and during your free trial). Contact support@umapped.com to upgrade your account and utilize the Professional Plan features.


Mobile App

In the Mobile App, Travellers can open their Trip and click the Add icon in the bottom right-hand corner to add additional bookings or Notes.



Notes
If your Traveller adds any booking segments, those segments will automatically sync to your Trip in the Trip Publisher. Travellers will not be able to remove or edit segments you've created, even with Traveller Collaboration enabled.
Alert
NOTES added by a Traveller via collaboration:
  1. will only be visible to the travellers on the web view or within the mobile app.
  2. will NOT be viewable to you (the Travel Consultant)
  3. will NOT display on the PDF
Once the Add icon has been selected, your Traveller can choose the type of itinerary segment they would like to add to their Trip.




The segment will populate in their Trip once all required details have been entered and saved.



The Traveller Collaboration feature allows your travellers to add bookings and notes on the go, giving them more flexibility during their Trip.

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