To update client details in the traveler questionnaire, go to Trips and click on Manage Trip.
In the Manage Trip view, select View Booking Details next to the client's name:
Scroll all the way down to “Edit traveler information” and proceed with the updates.
Make sure to click on “Save” in order to save all of your changes. Please note that your newly added information will be updated immediately and available in your Excel report on your trip dashboard.
Frequently Asked Questions
Is this feature available to team members?
Team members with “Issue Refunds and Change Bookings” permission have access to this feature.
Will travelers receive notifications about changes to their traveler questionnaires?
No. No email notification will be sent to your clients after you update the questionnaire.
As the trip organizer, you will receive notifications when travelers update their existing traveler information. Adding new information to previously empty fields does not trigger notifications. You can manage your email notification settings here.
What if I want to edit the buyer's email or name on the booking?
Your clients can make changes themselves in the Profile > Edit Profile section of their WeTravel account. If you wish to modify those details on their behalf, please contact us at info@wetravel.com, and we will be glad to assist!
Can I update traveler questionnaires in bulk?
No, you can only update it one at a time.
Can I request missing client information if needed?
Yes, you can request missing traveler information and documents by following these instructions.