How-to: Copy a traveler to another trip - for easy booking of repeat customers - or Transfer to a new Trip to avoid refunding

Look for this icon on your Traveler TripBoard:

Click to open the popup:

There are two options in the popup:

Transfer - move their payments and close the booking on the current Trip
Copy a Repeat Traveler - just copy their profile for easy re-booking, leave current booking intact

You had to cancel a trip and need to move people to another one
They have requested to change their dates to another departure (or private one)
There's an incident in the destination and some travelers don't feel safe, so you are giving them to the option to rebook another date or destination to avoid a cancellation

Keep an eye out for this icon on your Traveler TripBoards:

Find it along the top on the right hand side:

It's not exactly a move, and it's not exactly a copy, it's a little bit of both.

A copy will remain on the current trip with “TRANSFERRED” status
A new Profile with current Registration Status will be added to the selected Trip
Package will matched on name
- If not matched, a "Transferred” package will be created
Add-ons & Optional Items are NOT copied - they will remain on the old trip
Task/Form Responses > 'Responses' are copied
- meaning they exist in both the from/old trip and the to/new trip
Task Responses > if the Task's 'REQUIRED RESPONSE TYPE' is a Custom Form,
- and the Field Type is Avatar Upload or File Upload, then
  - Task/Form Responses > 'Submitted Files' are moved
    - meaning the files the Traveler uploaded will only be viewable by the Planner in the to/new trip, not the from/old trip

HAVE FEEDBACK? Post on this thread in the Facebook Community so we can find out where to take this feature.

When a Traveler is in the Transferred state:

They will see a message directing them to the new trip if they use their old magic link
They will NOT receive reminders from the old trip
- Their status on the new trip determines if they get reminders on the new trip (if Registered or Booked)
Planners cannot use the VIEW AS or get Magic Link feature for those Travelers

If you'd like access to this feature, contact sales about upgrading to Platform White Label

Tip: Available to Affiliates for Travelers they have registered

From Trip CRM, open the TripBoard and select the trip board of the traveler you want to copy to another trip. This traveler is fully booked for the Galapagos Islands trip.
He has also filled out the task form for this trip
Click on the icon shown below in the green box
Select Copy a Repeat Traveler feature
Choose the trip to which you are going to copy their profile
Click on COPY
If successful, you will see this green box. The profile and task responses will be copied. Please note that this action cannot be undone.
If there are any issues (packages/forms that don't match between the trips) you'll be prompted to accept the mismatch and continue or cancel the copy.
Then, you can view the traveler's new trip board via NEW TRIPBOARD
The copied traveler will have the Invited status and be marked as Not Responded and Not Booked for the new trip
If the new trip has the same task field, the response will be copied
From here, you can easily send an invitation to the traveler, allowing them to access the new trip and pay the deposit without refilling their profile and task forms

The source booking will remain on the current trip with no change
A new Profile with ‘INVITED’ Registration Status will be added to the selected trip
Trip Package will be matched on name
If no match is found, the lowest-priced package will be assigned
- Please double-check the assigned package for the copied traveler
Invoice Line Items, PDF Confirmations, Documents & Links, Add-ons & Optional Items will NOT be copied

*NOTE: "if possible" means if the from/old trip and the to/new trip have the SAME Tasks, ie that they match.