Manage participants
The Participants tab is the trip’s working list. Above it sit the join requests and the waitlist; below, the roster with three views.
Views and filters
Section titled “Views and filters”- Info: the roster with one column per field you asked for. Filters: All, Active (default), Missing info, Unpaid, Ready, Cancelled, Abandoned checkout.
- Rooming: build rooms from the sleeping arrangements of each package and the preferences travelers gave.
- Add-ons: who bought which add-on.
Export CSV downloads whatever the current filter shows. The rooming view has its own export under Vendor Exports.
A traveler’s details
Section titled “A traveler’s details”Open a name to see:
- Booking: package, room, add-ons, total, paid, balance.
- Shared from profile: what they consented to share.
- Edit info: correct or add details on their behalf. They see the change on their side.
- Passport photo: view or download, when they shared it.
- Payments: the panel for refunds, payments taken outside Navigator and voids. See Refunds and payments outside Navigator.
- Remove from trip. See Remove a participant.
Cancelled travelers keep a read-only record of what they paid and what was refunded.
Chasing missing information
Section titled “Chasing missing information”Use the Missing info filter, then Message participants with Request missing information, which repeats on a cadence and stops on its own when each person has provided what you asked. See Message participants.