Adding Trip Members via Sending Trip Invites is the best way to control when the Invitation is sent and who has accepted the Invite.
There are 3 ways you can Send Trip Invites:
- Add a Trip member and send Invite immediately
- Add a Trip member and send Invite manually at a later time
- Add a Trip member and create a Business Rule to automatically send invite at a defined time before the trip commences.
To add a Trip Member we require the following information:
- First Name
- Last Name
- Email Address
See the below image to Add Trip Member and send immediately.