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Travelers
Your guide to inviting travelers and tracking them throughout their journey from intake to alumni.
- What is a Traveler Profile?
- What are Tracking Steps?
- How do I create and save a note to a Traveler Profile?
- How do I edit the Traveler content of a Custom Field?
- What is Program Match?
- How do I invite Travelers to create an account?
- How do I re-invite pending Travelers?
- How do I add or remove a Tag from a Traveler?
- How do I delete Traveler Tags?
- How do I delete a Traveler from my account?
- What is Traveler Intake?
Traveler Applications
- What is a Traveler Application?
- How do I add notes to a Traveler Application?
- How do I view a Traveler Application History Log?
- How do I download Traveler Application, Form, and Recommendation data as a PDF?
- How do I delete a Traveler Application?
- What are Application statuses?
- How do I update a Traveler Application Status?
- As an Admin, how do I view Traveler Applications and Forms?
- How do I create a Traveler Application on behalf of a Traveler?
- What is the default application workflow?
- Does synced data appear on Traveler Applications?
- When can Administrators and Travelers edit Traveler applications and Traveler general forms?