Automation
Create a Trip Extension
Start Your Extension From the main menu under My Account, click Workspace Extensions. Click Add Workspace Extension. Name your Extension. You can have as many Extensions as you want and may have more than one on a trip so be sure to give them useful ...
Traveling Emails
Tip: This section gives you step by step instructions to create a header, footer, and email template. You can take a short-cut by simply copying a template that is close to what you want and modifying it. Remember that we are showing you how to ...
Trip Tabs
Tab Options This is an example Tab, just showing the different types of fields available on a Tab. You will choose the name for your tabs and the fields. Tabs are organized into Widgets, a tab can have one or more widgets. This example has two ...
Trip Extensions
Add an Automatic Extension to a Trip In this section, we can see that the extension we created was added automatically because the trip is a vacation and a resort. This configuration is specific to one of our demo companies; your settings will be ...