How To Use Post-Trip Guide Reports

The forms come preloaded with the basics: The date of the trip, the names of the guides, the customers who attended, and links to their booking information.

Once you add your custom questions, we'll start texting your guides a link at the end of every trip so that they can fill out a report.

1. Click Company, then Trip Report Settings.

2. Click Add New Question.

3. Choose Question Type (text, radio, dropdown, or checkbox)

4. Select Required (if applicable).

5. Add question text.

6. Click Save.

1. Click Trips, then Trip Reports.

2. Click the Eye icon to view a specific trip.

Note: Admins will be able to see all reports. You can choose whether all guides can see all the reports, or if guides can only see their own.

You’ll receive a link via text to the post-trip report as soon as the trip ends. Complete the required fields and click save at the end.

1. Click Trips, then My Reports.

2. Click the Eye icon to view a specific trip report.

3. Any incomplete post-trip reports can be found on the Past tab.