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Navigator

Message participants

Message participants on the Participants tab opens a short wizard. The same button next to a name starts with that person selected.

The wizard

Section titled “The wizard”
  1. Who: pick people, or a group: Everyone, Missing info, Outstanding balance, Paid in full. Only active travelers with an account can be reached.
  2. How: Email, In-app, or Both. In-app delivers it as a message from you in the traveler’s trip chat, with a notification.
  3. Start from: Welcome message, Request missing information, Payment reminder, or a blank message. Each gives you a draft.
  4. Say: subject and text. Placeholders fill in per person, for example the traveler’s first name or the trip title.
  5. When: Once, Twice a week, Three times a week, or Weekly. Reminders default to twice a week and stop by themselves: a missing-information reminder once the person has shared what you asked, a payment reminder once they have paid.
  6. Send. A one-off goes now; a scheduled message starts now and repeats.

Every email you send carries a button into the traveler’s portal: their profile for information requests, their Payments tab for reminders, the trip for anything else.

History

Section titled “History”

Below the roster, the messaging history lists every scheduled message with Pause, Resume and Stop.

What is sent for you automatically

Section titled “What is sent for you automatically”

Navigator sends a welcome when a traveler is confirmed, “What to prepare” two weeks before departure, a reminder one week before, and “Update for your trip” when you publish itinerary changes with notifications on.

Section titled “Related”