Share trip details with a vendor
Vendors are the hotels, guides and transport companies who deliver parts of a trip. Navigator keeps them in one list and lets you export the participant details each one needs for a trip.
Your vendor list
Section titled “Your vendor list”Vendor in the organization sidebar is the address book: name, contact, tags, and the trips each vendor is on.
Export trip details for a vendor
Section titled “Export trip details for a vendor”- Open the trip, then Vendor Exports.
- Pick a vendor from your list, or add a new one. Attaching a vendor records them on this trip.
- Tick the fields they should receive. The preview updates as you tick. Rooming list is a ready-made selection for accommodation.
- CSV downloads a spreadsheet; Print / Save PDF makes a document. Send it to the vendor the way you usually do.
Each export is logged on the trip, so you can see what was shared and when.