Inviting Travelers (Tied to Event Policies)

Invites are managed through the Invites + Trips link on the left-hand menu. Click the link, then click ADD to begin the process. Adding People (Travelers) to Meeting Invite

• You must select a policy to associate the travelers with .

• Travelers can be added one of 3 ways : Add Manually , Search for previously Profiled travelers , or Bulk Import .

• The Traveler Invite import CSV allows the same fields as the Traveler Profile import (First Name, Last Name, and Email are required) .

• NOTE: Importing Travelers to the invite does not automatically create a profile, and vice versa. If a traveler has a profile, the system will find it by email during booking .

• You can determine whether to send the invite now or later. You can also choose between the Custom Invite Message or the TempoTrip standard invite.