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Separate lodging check-in/out activities
Separate lodging check-in/out activities

This article walks through setting your lodging to have a separate 'check out' activity on your board

Molly Johnson avatar
Written by Molly Johnson
Updated yesterday

Overview

One of the biggest pieces of feedback we've gotten from advisors is that you want the ability to separate out a 'hotel check out' as a separate 'itinerary item' on the trip, while not having to create it as a fully separate activity. That way you still edit it as a single activity, but your clients see exactly when they should check out, and you can plan other activities around that.

Setting up separate check-out activities

When creating or editing a lodging activity, you'll see a new 'Itinerary Display' toggle.

If you'd like to use this feature, change it to 'Separate'. Note that this will be deactivated if your lodging is a part of an option block. Once you resolve the option block, you will see the ability to toggle it.

Once you select this option, you'll also see the ability to edit the check-in/check-out titles.

Make sure to leave the 'main' title of the activity something descriptive of the activity itself (for credit card authorization, pricing, and event details). Something like "Stay at Omaha Marriott".

When you go to your trip board, you'll see a separate check-out activity.

You can drag the activity around on the trip board normally, which will update the check-out date to match. If you move the main lodging activity, the checkout will get automatically pushed back the same number of days. Note: this will only happen if your itinerary already has specific dates, not generic days.

Clicking to edit the check-out event will open the main lodging activity.

From here, you can adjust the check out title / date at any point.

How this looks to your clients

When you set up a lodging activity this way, clients will see a separate check-out event on their itinerary.

The main lodging activity will take up the full itinerary width, while the checkout will be more subtle. Both pull from the same media, and will be reflected as a single activity for pricing/credit card authorization.

This will also be reflected in the PDF export and mobile app

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