Create and Manage Trips
Previewing a Trip
If you want to preview your Trip before sharing it with Travellers or Collaborators, there are a few ways to review what you've created. Calendar Click Calendar from within your Trip at any time to view your itinerary in calendar format. You can ...
Creating a Trip
Follow the steps below to create a Trip itinerary. From the Dashboard, click +New. Add the Trip name, dates & Tags (optional) and click Create Trip. Click the Camera icon to add a Trip cover photo. Bookings and content can now be created or imported.
Publishing a Trip
Once segments have been added to the Trip, you can Publish them to make them available to your Travellers. Travellers added to the trip before Publishing will not receive a link to the Web View until the trip is Published. Click the blue Publish ...
Managing Travellers (Add, Remove, Trip Email Log)
Travellers can interact with their trip on the web view and through the mobile app. To provide access to your traveller, they must be added as a traveller within the Travellers section of the itinerary. Sections in this article: Adding a Traveller ...
Duplicating a Trip
Save time by duplicating an existing Trip. From within a trip, select Settings from the left navigation menu. Click the Options icon (three vertical dots) on the right side of the Trip banner and select Duplicate Trip. Give the new Trip a unique name ...
Editing Trip Information
The basic details of your Trip (trip name, travel dates, cover photo) can be updated at any time. Click on the Edit icon to the right of the Trip name and dates from within a trip. Revise your Trip name, dates, or tags, and click Update. Your Trip ...
Merging Trips
Consolidate Trips into one singular view by merging one Trip into another from the Dashboard or from within a Trip. From the Dashboard, search for your Trip, click the Options icon on the right, then select Merge Trip. Alternatively, from within a ...
Transferring a Trip
Advisors can transfer the ownership of a Trip created in another user’s account within the same Company to their account. This feature is helpful for taking ownership of a Trip from an advisor that is no longer active within the company. From Company ...
Deleting a Trip
Follow the steps below to delete a Trip. Once a Trip is deleted, it cannot be re-instated. From the Dashboard Navigate to your Trip (use the Search and Filter options to locate your Trip quickly). Click the Options icon (three vertical dots) to the ...
Trip Audit Log
Keep track of your update history by checking your Trip's Audit Log. Click Settings, then Audit Log to see a complete history of your Trip. Toggle through pages of updates using the arrows (>, <) at the bottom of the page. It's a good idea to check ...
Searching and Filtering Trips
Using the Dashboard, you can easily search through or filter your Trips. To see your recently viewed Trips, click the Recent icon (1); otherwise, click the Filter icon (2) to the right of the search bar. Select which types of Trips you want to search ...
Adding a Cover Photo
A cover photo can be added to a Trip. When you are adding photos you will be presented with 3 options: 1. Search Photo Library 2. Search Web 3. Upload Adding a Cover Photo After creating a Trip, click anywhere on the cover photo banner. Select one of ...
The Dashboard
Search, sort, and manage your Trips using the Dashboard. Finding the Trips Dashboard The Trips Dashboard is your landing page when logging into Umapped. The Trips Dashboard is accessible from any screen by clicking the Menu icon at the top of your ...
Adding File Attachments to Trips
If you have Word documents or PDFs such as vouchers or insurance certificates you need to share with your Travellers, uploading them as file attachments will allow your Travellers to easily access them during their Trip. 1. Click Documents, then ...