Edit a Trip
The Edit Trip page lets you update the core details of a trip at any time. Changes take effect immediately and are reflected across the trip dashboard and all trip modules.
Editable Fields
| Field | Notes |
|---|---|
| Trip Name | Required. The name shown in the trips list and trip header. |
| Destination | Required. The primary destination for the trip. |
| Start Date | Required. The trip departure date. |
| End Date | Required. Must be on or after the start date. |
| Workspace | The workspace type (Business Travel, Site Inspection, Workshop Delivery, etc.). See note below. |
| Purpose | The primary purpose of the trip (Client Meeting, Workshop, Conference, etc.). |
| Traveler Type | Your role on this trip (Executive, Employee, Contractor, Consultant, etc.). |
| Description | Optional free-text description of the trip. |
| Notes | Optional internal notes. |
Changing the Workspace Type
If you change the workspace type, a warning appears:
Changing workspace type updates readiness weights and priority modules. Existing trip data is preserved.
Workspace type affects which modules are prioritized on the trip dashboard and how the readiness score is calculated. Existing records (stops, meetings, expenses, etc.) are not deleted when you change the workspace type.
How to Edit a Trip
- Open the trip and go to Edit from the trip navigation or the trip actions menu.
- Update the fields you want to change.
- Select Save Changes.
You are returned to the trip dashboard after saving.