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Pre-Approved Bookings using Authenticated Checkout

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  1. When you're creating a new trip, under TRIP PRIVACY, check "Authenticated (requires authentication to checkout)"When you're creating a new trip, under TRIP PRIVACY, check "Authenticated (requires authentication to checkout)"
  2. The default Pricing Mode will be “Bookings Mode,” and the default Booking Flow will be “Checkout Flow.” 
    There is no “Register to Pay” option for trips using the Authenticated Checkout flow.
    The default Pricing Mode will be “Bookings Mode,” and the default Booking Flow will be “Checkout Flow.” Note: There is no “Register to Pay” option for trips using the Authenticated Checkout flow.
  3. When you add a new person, the popup now is titled "Add Approved Person." The fields included are: First Name, Last Name (optional), Email, and Category (optional). Planner Notes will also be shown if the planner has access to them.When you add a new person, the popup now is titled "Add Approved Person." The fields included are: First Name, Last Name (optional), Email, and Category (optional). Planner Notes will also be shown if the planner has access to them.
  4. When a person has been added, their status will be set to "Approved".When a person has been added, their status will be set to "Approved".
  5. For travelers with "Approved" status: The planner cannot access their trip board. The "View As" function is unavailable. No magic link will be generated.For travelers with "Approved" status: The planner cannot access their trip board. The "View As" function is unavailable. No magic link will be generated.
  6. When editing the traveler, the status can be updated to either "Approved" or "Declined".When editing the traveler, the status can be updated to either "Approved" or "Declined".
  7. Once an invitation is sent, travelers will be required to create an account or log in (if they already have one). After logging in, they will be able to make a bookingOnce an invitation is sent, travelers will be required to create an account or log in (if they already have one). After logging in, they will be able to make a booking
  8. If the traveler is logged in but does not have an existing invitee record on the trip with "Approved" status (matched by email), they will be redirected to the dashboard with a warning popup.
    If the traveler is logged in but does not have an existing invitee record on the trip with "Approved" status (matched by email), they will be redirected to the dashboard with a warning popup.
  9. Once the traveler makes a booking: Their status will change to "Registered". The planner will have access to "View As", Magic Link, and the Trip Board.Once the traveler makes a booking: Their status will change to "Registered". The planner will have access to "View As", Magic Link, and the Trip Board.
  10. The planner will also be able to edit the traveler's profile with additional fields.The planner will also be able to edit the traveler's profile with additional fields.
  11. This is different from private trip.
    1. When a TRIP is PRIVATE, only the people shown under MANAGE PEOPLE & REPORTS tab can view the TRIP PAGE using their MAGIC LINK
    2. When the trip is Authenticated,