Suppliers: Adding Participants to your Fam Trip

Pre-requisites: Ensure that you have already structured the fam trip within the platform. This guide will focus exclusively on the participant addition process.

Steps to Add Participants:

1. Access the Specific Trip:
   • From the supplier's homepage, click on an upcoming trip.

   • Choose the specific trip, in this instance, it's the 'fam trip to the one and only Mandarino resorts'.

     Verify Host Settings:

   • Before sending out any invitations, confirm that the trip is marked as 'hosted by supplier'.

   • To check, click on the little pencil icon next to the trip title and ensure 'hosted by supplier' is selected.

     Navigating to the Participants List:

   • You can access this either by clicking 'view all' under participants or directly selecting 'participants' from the left side menu.

     Adding Participants:

   • Click on the 'add new' button on the top right.
   • Input the email address of the advisor or participant you want to add. For instance, 'care@srilyanworldtravel.com'.
   • Click on 'add'.
   • You will then need to select a role for the participant (e.g., advisor, admin, viewer). For this demo, 'advisor' was selected.

   • Click 'save'.

     Adding Multiple Participants:

   • When inputting email addresses, separate multiple addresses with a comma. For example, 'joe@famguru.app, sue@famguru.app'.

   • Click 'add' and assign roles as previously described.

     Reviewing the Participant List:

   • Once all participants have been added, they will appear as 'pending' on the trip list until they confirm their participation.

   • As the trip owner, your status will show as confirmed.

     Invitation Email:

   • When you invite a participant, they will receive an email invitation.
   • The email will have the title of the trip and the invitation text that you previously specified.
   • Advisors will have the option to accept or reject the invitation directly from the email.