Plan trips, visits, meetings, and meeting preparation

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Open Trip Planner, create/edit a trip, and add the intended visits/events. Use the constituent search and visit views to review the people involved. Where offered, move visits between trips and link a visit to a meeting.

Meetings support objectives and questions. Review these preparation details alongside the constituent information. Schoolwide Trips provides a broader view for authorized users.

Troubleshooting

A trip, a planned visit, a meeting, and a completed contact report are not interchangeable. Verify which record needs updating and whether a visit is already linked to a meeting. A saved trip does not prove an invitation was sent or accepted.

Scope

Some trip/cadence-plan integration is feature-controlled. Exact map/geocoding behavior and external calendar synchronization are dependent on your configuration; do not assume them without checking the current configuration.