Link Trips with Visits so when Trips are edited, they are prompted to edit attached visits
Jessyca Nagorski
I regularly have clients who cancel a trip, but don’t cancel the visits, or extend a trip by a day and don’t request new visits, etc. I’ve heard other people say that they disable trips because this has become such a problem. I would love it if trips actually impacted the associated visits, or at least prompted the client to edit the visits eg. “Would you like to cancel the visits associated with this trip?” “Would you like to add additional visits to your trip?” Etc.
Log In
Kristin Skelton
If this connection could trigger an invoice automation and review requests that would be fabulous.
J
Jenn Smith
This is why I have not been using trips!
Flavia Berti
This wold be wonderful!
Shannon Centola
I would love if this was changed. i have trips disabled off because of this. I would love if clients could name their trips so we know they are connected but dont have to put in all of their trip info. The way it is currently set up is very confusing for the client when they make changes to their "trip"
B
Brooke Rozell
Oh this would be SO SO nice. People go in and adjust their trips regularly thinking it's adjusting their visits too and nope.
M
Max Loving
Completely agree! This would be a fantastic addition and eliminate a lot of headaches.
Nicole Wilson
I'd go back to using the feature if there was something like this. I had too many clients thinking they were adding or canceling visits when they edited the trip info.