The Guided Trip Builder takes you through seven steps to set up a new trip. A progress bar at the top shows your position and percentage complete. You can go back to any previous step using the ← Back button.
Step 1 — Where are you going?
Enter:
- Trip Title — a name for the trip (for example, "Q1 Client Review — Northern BC")
- Destination — the primary destination or region
If you arrived from Route Explorer with a multi-stop route, the destination field is labelled Region / Destination Label and a note explains that your Explorer locations will be assigned to days in the next step.
Click Continue → when both fields are filled.
Step 2 — When are you travelling?
Enter:
- Departure date
- Return date
Click Continue → when both dates are set.
Step 3 — What's the purpose?
Select the trip purpose from the grid:
Client Meeting, Workshop, Conference, Training, Site Visit, Government Visit, Sales Trip, Board Meeting, Trade Show, Site Inspection, or Other.
The purpose is used to recommend a workspace type in the next step. Click Continue → after selecting.
Step 4 — What's your role?
Select your traveler type:
Executive, Employee, Contractor, Consultant, Government, or Non-Profit.
This is used for recommendations only and does not restrict what you can do in the trip. Click Continue → after selecting.
Step 5 — Choose your workspace
Select a workspace type from the list. A Recommended label appears next to the workspace type that best matches your purpose and role.
Each workspace type shows a short description. Scroll the list if needed.
Click Continue → after selecting.
Step 6 — Select a Playbook (optional)
If you have active playbooks for the selected workspace type, they appear here. Click a playbook to select it. Click again to deselect.
If no playbooks exist for this workspace type, a message appears with a link to create one.
Click Skip to proceed without a playbook, or Preview / Continue to move to the review step.
Step 7 — Review & Create
A summary shows all your choices:
- Title, Destination, Dates, Purpose, Workspace
If you carried a route from Route Explorer, the locations are listed here with the estimated total distance and drive time.
If you selected a playbook, its components are listed by phase.
Click ← Back to change anything, or click Create Trip to create the trip.
After creation — Build Your Days
After the trip is created, a Build Your Days step appears. This lets you assign your Route Explorer locations to specific days of the trip. If you did not use Route Explorer, you can skip this step.
Click Finish or complete the day assignments to go to the trip's dashboard.
Tips
- All fields can be changed after the trip is created from the trip's Edit page.
- The workspace type affects which playbook components are suggested but does not restrict what you can add.
- If trip creation fails, your Route Explorer route is preserved — the error message confirms this.