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Trips
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Trips
9 Articles
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Create a Trip
Trips build on the fundamental skills learned when using Events and Scheduler. It allows for the organization of events, slots, stops, and notes under an overarching trip for ease-of-tracking. Many times, this feature is used by users that travel of...
Updated : 04 Apr 2024
Add Stops to a Trip
Stops can be included within a trip to schedule logistical appointments only to be seen and used by the person traveling. For example, a stop might designate: Flight, hotel, and train details A reminder to stop at FedEx to pick up a package up...
Updated : 04 Apr 2024
Search Points of Interest within a Trip
Search for points of interests (such as coffee shops, gas stations, restaurants, etc.) directly from a Trip map. Type a point of interest into the search box in the top right-hand corner of the map, and the map will populate with locations fitting t...
Updated : 04 Apr 2024
Events, Scheduler, and Voyager Integrations within Trips
Events and slots can be added directly from a trip, or they can be associated with a trip within the settings of the event or slot itself. Adding Events and Slots from a Trip Within a trip, click on one of the following two buttons: ...
Updated : 04 Apr 2024
Note Forms for Trips and Voyages
Create and associate notes with trips and voyages, similar to creating and using event notes. This is useful for recording information about the overall trip (e.g., expenses, thoughts, feedback, etc.). Create the Form Click Forms in the top n...
Updated : 04 Apr 2024
Event Weather Conditions & Forecasts
A weather forecast is available within Events and Scheduler. Featuring weather information in Event and Scheduler communications is currently a forthcoming feature. Event Weather Slate will begin showing weather information five days before an e...
Updated : 04 Apr 2024
Atmospheric Data
When searching for points of interest (such as coffee shops, gas stations, restaurants, etc.) directly from a Trip map, Google Atmosphere data will display relevant additional context about the location including its website, directions, hours, and ...
Updated : 04 Apr 2024
Expense Management
The Expenses tool allows you to associate an expense (or expenses) with: Forms Events Interviews Trips Stops Each expense has multiple properties, such as type, status, total, and user. You can either upload or photograph a receipt...
Updated : 04 Apr 2024
Troubleshooting Events/Scheduler
Below are some frequent topics related to creating and managing the events and interview process in Slate. Event/interview slots were not created using “multiple instances” of events/interviews Be sure all the following criteria are completed:...
Updated : 07 May 2024