Flagging Trips

Use flagging to alert specific team members about a specific trip or customer.

Written By Alexis

Updated on October 7th, 2024

Flagging allows you to alert another team member to review and follow up on a specific trip. You may want to flag a trip in the following situations:

  • Partial Refund or Payment Issue: If a booking requires a partial refund, has an incorrect payment, or a credit card payment failed, flagging the trip will notify the appropriate team member to handle the issue.
  • Extra Resources Needed: When a customer books a trip that requires additional resources, such as photography or videography, flagging the trip will alert the team member responsible for arranging those resources.
  • Special Events: For special occasions like weddings or celebrations, flagging the trip will ensure a team member is informed to give extra care and attention to the guests.

Flagged trips will trigger an alert to the assigned team member through email, text message, and/or in-app notification, depending on the team member's settings. This ensures timely follow-up and attention to the flagged item. 

Want to enable flagged trip alerts? 

Learn more on How to Enable Team Member Alerts

 


 

How to Flag a Trip 

  1. From within the Trip, select the Flag icon on the left-hand side 

 

  1. Choose the team member you want to flag the trip to 

 

  1. Provide a reason for flagging by entering details in the Comment/Notes section

 

  1. Select "Flag Sale" to notify the selected team member for immediate review

An automated alert will notify the team member about the flagged trip. Additionally, a blue banner will appear at the top of the trip, visible to all team members, indicating that the trip has been flagged

 

Viewing Flagged Trips 

Depending on what alerts you have set up, you'll receive an email, text, and/or in-app alert for a flagged trip. You can view all flagged trips by logging into your dashboard, selecting the bell icon, and choosing “Flagged Trips” 

 

 

How to Un-flag a Trip 

If a trip has been flagged to you, you must take the necessary action and then un-flag it to remove the alert from your dashboard. To do this:
  1. Choose Un-flag from within the trip 
 
 
  1. Add a note describing how the flag was resolved in the Comments/Notes section. 
 
  1. Select Un-flag Sale