Turn an inquiry into a trip

Take a lead from the website form to a trip in planning.

You need canManageTrips.

Find the inquiry

Open /dashboard/platform/inquiries. Website inquiries arrive in the new tab.

Create the trip

Click Create trip on the row. The app uses the existing client or creates one from the contact details, creates a trip in planning, and moves the inquiry to proposal.

Open the trip

The row now shows Open trip. The trip workspace starts on the Overview tab.

Know what is not set

A new trip has a zero planning fee and no travelers. This repository has no screen or mutation to set them: raw updates are closed on trips and travelers. The seed shows a finished trip.

Set up the agency

Create the first user, load starter data, and replace it with your own.

Send and accept a proposal

Build options, send the private link, and see what the client's acceptance creates.

On this page

Find the inquiry
Create the trip
Open the trip
Know what is not set