Applying a playbook to a trip adds the playbook's components to the trip's Execution page. This gives you a structured set of steps to work through during the trip.
Before you start
- The playbook must have Active status. Draft playbooks do not appear in the Apply Playbook flow.
- You can apply a playbook at any point during a trip — before it starts, during, or after.
How to apply a playbook
- Open the trip and go to the Trip Dashboard.
- Click ← Dashboard in the breadcrumb, then navigate to Apply Playbook from the trip navigation, or use the direct link from the Trip Dashboard's Playbook panel.
- The Apply Playbook page shows all your active playbooks.
- Click Select → next to the playbook you want to apply.
- A preview loads showing every component that will be added.
Reviewing the preview
The preview table shows each component with:
- Component title and whether it is Required
- Phase — which stage of the trip this step belongs to
- Status — one of:
- New — will be added to the trip
- Duplicate — a similar item already exists; will be skipped
- Keep Both — a similar item exists but both will be kept
- Include toggle — you can deselect optional components before applying
Required components always have their toggle set to "Always" — they cannot be deselected.
Confirming the apply
- Review the component list and deselect any optional components you do not want.
- The count at the bottom shows how many components will be applied.
- Click Confirm and Apply →.
After applying, you are redirected to the trip's Execution page, which now shows the playbook steps organized by phase.
What happens after applying
- The Execution page shows all applied components grouped by phase.
- Required components are marked with a "Required" label.
- You can mark steps as Complete, In Progress, Skipped, or Blocked as you work through the trip.
- The Playbook panel on the Trip Dashboard shows progress.
Applying a playbook when creating a new trip
You can also apply a playbook at trip creation time. On the New Trip page, if you select the Use a Playbook creation method, you choose a playbook before the trip is created. The playbook is applied automatically when the trip is created.
Tips
- If no active playbooks appear, check that your playbooks have been activated. Go to Playbooks, open the playbook, and change its status from Draft to Active.
- You can apply only one playbook per trip at a time. Applying a second playbook adds its components alongside the first.
- Duplicate detection prevents the same step from being added twice if you apply a playbook that overlaps with existing trip content.