HOW-TO
START HERE for Quickstart Checklists and links to our YouTube videos + other helpful HOW-TOs.
New Features - Release Notes
- New Features - Release Notes
- New Features - Clearer Booking Process for Travelers & More Payment Options - Jan 16, 2020 - Release 1.82
- New Features - Square Upgrade & Enhanced Planner Notifications - Dec 31, 2019 - Release 1.81
- New Features - Xero Integration - Dec 12, 2019 - Release 1.80
- Enhancements & Bug Fixes - Nov 8, 2019 - Mini-Release 1.78.2
- New Features - Payments & Time zones - Oct 25, 2019 - Release 1.78
Trips
- CHECKLIST: Creating A Trip
- CHECKLIST: Reviewing your Trip
- CHECKLIST: Publishing your Trip
- HOW-TO Embed video on Trip Page
- HOW-TO Share Documents from Planner Resources with Suppliers
- HOW-TO Push Payments from Trip To Xero