Plan trips, visits, and meeting preparation

Tags: product:gift-officer intent:trip intent:visit intent:meeting-prep

Go to Gift Officer > Trip Planner and create a trip with its name, dates, and participating gift officers. Add constituent visits to the trip, review the trip's schedule, and update visit details as plans change. The school-wide Trips view appears only to roles allowed to see trips beyond their own.

From a constituent profile, use Add to Trip for a planned visit or Create Meeting Prep for the available meeting-preparation workflow. Meeting prep can use constituent details available to Gift Officer; review it for accuracy and current context before the meeting.

A trip is an organizational plan, not a calendar invitation or proof that contact occurred. Record the actual outcome in a contact report and create follow-up tasks when needed.