New Features - Release 2.167 - Dec 7, 2023 - Trips in New Tabs

Release 2.167: Trip Tabs, Trip Counts, more Platform White Label enhancements, Stripe metadata for payments and bug fixes for webhooks.

😎 Trip Counts are BAAAAAACK 

Did you miss them? Or not even notice they were gone?

Well, now they are back - in a new place, but as useful as ever.

trip-counts-dashboard

#7451 - A few fo you noticed this one - always nice to know when a feature is truely needed!

😎 Trips Open in New Tab from Dashboard πŸ‘

Power users know that using tabs saves time loading pages - so now we help you save time by opening new tabs for you!

From the Trip Dashboard, when you click to open a trip it will open in a named tab and then allow you to "CLOSE TRIP" and return to the dashboard without having to reload the dashboard.

#8612 - Thanks to Select for the idea!

πŸ‘πŸ˜³πŸ‘ Long Trip Names? No Worries! πŸ˜…

Now you can hover over the card to see the full name 

trip-long-name-dashboard-hover

#8024 - Thanks to Reho for prioritizing this one

COMING SOON: List View!! Here's a sneak peak at the design:

preview-list-view-design-png

πŸ‘‰ Popup to confirm booking after Checkout when Require Login πŸ€”

If you're thinking, WTF does that mean? Then you probably aren't using the Require Login and still use our amazing Magic Links - that's cool too - so you can skip this one.

If you DO use Require Login and Checkout Flow, then you'll be thrilled to know you can set the message that appears when the recently booked Traveler is sent to the login screen. (regardless of the checkbox setting)

Go to Trip Settings -> Message emailed after registration

trip-settings-show-message-checkoutflow-require-loginand set it to something like:

Thank you for registering for a Compassion Field Experience!
Welcome to our travel platform, if this is your first time travelling with Compassion click 'Sign Up' to create a new account.

#8644 Thanks to Compassion AU for reporting

😍 New Navigation - now BRANDED for Platform White Label πŸ‘ˆπŸ‘ˆπŸ‘ˆ

Are you loving the new navigation? We'd love you to: Get into the FB Group to provide your feedback.

For our Platform White Label clients, the menu is now showing in YOUR colors!

new-menu-preview-nov

#8645 - Thanks to Reho for reporting this

Increased Logo Size for Platform White Label

Your brand matters! So now your logo will be more prominent for Platform White Label headers.

BEFORE:
untold-italy-logo-pwl-pre-167


AFTER:

untold-italy-pwl-dashboard-logo-after

#8122 - Thanks to Untold Italy for the request

😎 Better Selection for Itinerary & Task Visibility

Did you know that you can control the visibility of Itinerary items and Tasks down to the individual? Now it's even easier to find and select the right people.

visibility-select2

#8352 - Thanks to Reho for prioritizing

COMING SOON: The ability to copy and paste the list of people between items

🐜 Trigger New Registration Trigger/Webhook on FIRST Stripe payment

You can listen for the "New Registration" and automate workflows using Zapier and take action when a customer makes their booking.

Previously this was being triggered for all payments and now ONLY for the first one.

Use the Payment webhook/trigger to listen for any payment (not just the first).

#8578 - Thanks to Katie from Peak Flow OBM for reporting

⚑For your bookkeepers: More metadata in Stripe 🚧

Meta data is now being passed with the payment and automatically included in any payment exports and zaps!

  • YouLiInstallmentLabel
    • Example: "Deposit"
    • This can include multiple installments if it is a "catchup payment"
  • YouLiReferenceCode
    • Example: "GW8F6AGILU"
  • YouLiTripAlias (aka Trip Short Name)
    • Example: "jordan-cambodia-template"
  • YouLiTripName
    • Example: "Jordan Cambodia Template"
  • internalPaymentId
    • Example: "3ec45c46-9992-ee11-8925-000d3afbdcd4"
    • Use this when reporting issues so we know exactly which payment 

To access this data in Stripe:

1. Look at the payment (click from Manage Payments)Screenshot 2023-12-07 at 8.55.45 am

2. Export all your payments and see these columns at the end of the rowScreenshot 2023-12-07 at 8.56.39 am

Screenshot 2023-12-07 at 8.53.18 am

This data will also be passed in the Stripe webhooks that can be caught in Zapier

If you need to use this data in your zaps, just check in the "metadata" object as shown in the screenshot below.

New Payment In Stripe - Trigger

#7916 - Thanks to Reho for prioritizing

This only applies to NEW payments, so this metadata will not appear for previously made payments

😎 Ability to DECLINE a meeting request for Conferences πŸ“†

Now your attendees can accept or decline a meeting request from other attendees.

Learn More about Meeting Blocks for your next event or conference

#8654 - Thanks to She's Wanderful for prioritizing this one

😎 Smartraveller restricted to tags

If you have smartraveller alerts enabled, you'll need to request certain tags to be activated to apply this feature to certain trips.

smart traveller logo

Bug Fixes & Enhancements

  • πŸ’ͺ 6674 - Invitee has been changed to "Person" or "People" because that just makes more sense!
  • πŸ’ͺ 8064 - Hide the Templates tab if you cannot make trips 
  • πŸ’ͺ 8628 - Reduced the spacing in the new left hand menu 
  • πŸ’ͺ 8635 - Affiliate reports now have a page title - great for Tab users!
  • πŸ’ͺ 8626 - Redirect to Directory for Community when profile is published, Redirect to Edit Profile when profile is NOT published. We host the Transformational Travel Allyship Community and the Wanderlust Entrepreneur Community
  • 🐞 8538 - Co-planners were not able to use the Trip Activity Search - FIXED!
  • 🐞 8576 - Payments view didn't load for large trips due to caching issue - FIXED!
  • 🐞 8623 - Removed extra lines on Itinerary items when documents not shown