My Profile

My Profile #

Traveler Profile

When a contact becomes a booking (paid money for the trip or tried to book the trip) they are welcomed to their My Profile page. Here they have tools to self manage their trip, provide information, and purchase excursions and/or add-ons.

My Profile – Initial Homepage view (SnowJam client)

How to Login to My Profile: #

To have a passenger login to their My Profile account, follow these steps:

  1. Go to My Profile URL

  2. Enter the Primary Contact email used when completing sign-up

  3. Enter password created when completing sign-up

  4. Click Login to My Profile

How to reset your password: #

  1. Go to My Profile URL

  2. Click Forgot your password?

  3. Enter Primary Contact email used when completing sign-up

  4. Click Reset Password

  5. You will receive an email with a link to reset your password

  6. Enter your new password

  7. Confirm your new password

  8. Click Save Password

  9. Once on the login page again, follow steps for how to login to My Profile

Features of My Profile (Contact): #

My Profile (Homepage)
Account Settings
Payment Info

Self Management Tools:

  • My Profile sidebar to access all Personal and Trip details

Other Features:

  • Gamified My Profile Completeness Progress Bar (A)

  • Notification Area (B)

    • Traveler Info Prompts

    • My Profile Account Prompts

    • Trip Prompts

  • Host Multiple Trips

  • Brand Banner Images (Optional)

  • Company contact Information (F)

  • FAQ & Contact Button

  • My Profile Automated Tour

Features of My Profile (My Trips): #

Trip Overview
Trip Itinerary
Trip Payments
Trip Rooming
Travel Documents

Self Management Tools:

  • Payment History

  • Make a Payment

Other Features:

  • Trip Description

  • Pricing Details

  • Inclusions & Exclusions

  • Trip Planner

  • Company Contact

How to Edit Traveller Information with Primary and Domain Contacts #

Groupdesk has the ability for Travellers to book for someone else (or multiple people) and have all bookings under one Profile. For example a Parent or Guardian who wishes to book for their children can manage all their bookings under a single profile/login information.

When the primary contact has logged into their profile, they will see their information at the top left corner of the screen.

Primary Contact Information

The bookings that were made by this primary contact will both appear under the My Trips module on the left of their screen.

Trips for Domain Contacts

To Edit Traveller Information for each individual booking: #

  • Click on the Traveler tab

  • Select which information you would like to edit (Passport, Personal etc.)

  • Use the toggle menu at the top of the screen to switch between bookings as necessary

Using toggle menu to switch between bookings/contacts

How to Add Payment Method to MyProfile #

  1. On the Trip Payments section under the Payment Methods section, click on the + Add a Payment Method button.

Payment Methods Section of Trip on MyProfile

2. Enter the required card information (card number, expiry, CVC and ZIP/Postal Code)

3. If you would like this card to be used for automatic monthly payments, select the Yes, Use this card for automatic monthly payments so that it turns green. Leave unselected if you do not.

4. Click the Add button

Add a Payment Method Section

How to Delete a Method of Payment from MyProfile #

  1. Click on the Trip Payments area of the “My Trips” Section of the profile.

  2. Under Payment Methods, click the Delete button in the upper right corner of the card you wish to remove.

  3. A pop up window will appear asking “Are you sure you want to delete this item?”, click OK

Payment Methods area with card added
Payment Methods area with Card removed