Trip policies: set them once, customize per trip
Write What's Included, Cancellation Policy, and Gratuity Guidance once — every trip type inherits them.
Four blocks of text travel with every trip you sell: What's Included, Not Included, Cancellation Policy, and Gratuity Guidance. Most outfits use the same text on nearly every trip — so instead of pasting it into each trip type, write it once as an organization default and let trip types inherit it.
Edit the defaults in one place
- Go to Trip Types and expand the Policies & What's Included — organization defaults card at the top.
- Fill in the four fields — What's Included and Not Included work well as one item per line.
- Save. The text applies immediately to every trip type that hasn't customized its own.
How trip types inherit
A new trip type starts fully inheriting: each policy field on its form shows a read-only preview of the organization default. Choose Customize for this trip to give one trip its own text — the field opens seeded with the default so you edit rather than retype. Customized text stays put even when the defaults change; Use organization default flips the field back to inheriting.
Each field is one of three things: inheriting the organization default, carrying its own text, or — if you customize and then clear it — deliberately blank, which hides that section for that trip entirely.
Where clients see it
The resolved text — the trip's own if customized, otherwise the organization default — appears in the client portal and the Trip Packet. Change a default and every inheriting trip updates everywhere at once; that's the point.
Meeting points work the same way but inherit from the water rather than the organization — see the waters article.