Suppliers: Adding Requirements to your Fam Trip

Why Adding Requirements is Essential:

1. Information Collection: As a supplier, it's imperative to gather details like flight schedules, passport copies, and other particulars from advisors attending the trip.
2. Efficiency: Instead of manually chasing every advisor through emails or calls, FamGuru automates this process, saving you valuable time.

Step-by-Step Process to Add Requirements:

1. Navigating to the Requirements Section:

   • Once you're setting up your FamTrip on FamGuru, go to the 'requirements' section.

     Adding Passport Requirement:

   • Click on 'add a new requirement.'
   • Choose 'passport copy' from the drop-down list.
   • Ask advisors to upload a clear file of their passport.
   • Set a deadline for the submission. For instance, if the trip is in October, you might set the deadline for October 3rd.

   • FamGuru will automatically send reminders to advisors if they haven't submitted the required documents as the deadline approaches.

     Additional File Uploads:

   • If there are specific forms or documents that advisors need to complete and return, you can upload them directly to the requirements section. Advisors can then download, fill, and re-upload them.

     Adding Text-Based Requirements:

   • Apart from document uploads, you can also ask advisors specific questions. For example, if you're organizing a trip to France and considering a caviar tasting session, you can inquire, "Do you eat caviar?"
   • Advisors can answer using the text box, specifying "yes," "no," or "not sure."

Monitoring Requirement Submission:

• On your FamGuru dashboard, navigate to the 'participants' section.
• Here, you'll find a 'documents' column that tracks the submission status of required documents for each advisor.
• As advisors submit their documents, you'll receive notifications both within the platform and in your email.
• For each submitted document, you can view, accept, or reject it as necessary.