Add your partners and share trips with them

Record a partner and share

Owners, administrators and coordinators manage partners.

1. 1

   Add the partner

   In Settings → Partners press Add partner. Enter its kind (clinic, agency, hotel, transfer company, interpreter, other), name, country, city, phone and e-mail. You can also write a note for your team.

2. 2

   Write the partner's people

   Add the people who work there and their roles; this is where you find whom to reach during a trip.

3. 3

   Record the licences and check them against the register

   Use Add licence to enter the kind (for example a USHAS intermediary authorisation or a travel agency certificate), its number and valid-until date. Look the number up in the public register yourself and press I checked it; who checked and when is recorded. Changing the licence kind or number takes the check back.

4. 4

   Invite the guests

   When you invite someone from the Team screen, choose the role Partner's guest and pick the Partner from the list. A guest's role can never be changed afterwards.

5. 5

   Share a trip

   On the trip press Share, then choose the Partner and What you are sharing: This trip or All the case's trips. The partner's guests receive a notice.

6. 6

   Stop sharing

   You can remove the share in the same section. Guests no longer see the trip, but still see the stays or transfers given to their partner.

Frequently asked questions