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How-to: Add Registered Travelers Into An Invitation Group

Once a Traveler registers, they cannot add others to their group themself. However, as the Planner, you are able to do this for them and it will show up on each group member's trip page.

create new invitation group

NOTE: Are you unclear on what an Invitation Group is? Start here with our help doc: What is an Invitation Group?

How to add multiple Travelers into the same Invitation Group

  1. Click MANAGE PEOPLE
  2. Select all the Travelers you wish to add to the GROUP by clicking the check box next to their name
  3. Select GROUPScreenshot 2023-08-28 112928
  4.  Input a new Group name into the text box
  5.  Click ENTER and SAVE

How to add a new Traveler to an existing group

  1. Click MANAGE PEOPLE
  2. Find the existing registered Traveler and click EDIT
  3.  Select the existing Group from the drop-down
  4.  Click UPDATE

WARNING: Travelers in the same GROUP can view each other's information. Be sure to check with the Travelers to ensure that you only add approved members to the same group. 

How to remove someone from an Invitation Group

Edit individual

  1. Go to Manage People -> TripCRM
  2. Hover over the person
  3. Click EDIT
  4. Scroll to Invitation Group dropdown
  5. Change to "Select Invitation group" or click the small "x" to clear
  6. Click SAVE

Dissolve the whole group

  1. Click MANAGE PEOPLE
  2. Select all the Travelers you wish to remove from the GROUP by clicking the check box next to their name
  3. Select GROUP
  4. Click the small "x" to clear