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By Lato · Updated Yesterday

Create your first trip

Follow these steps to create a trip for a client.

Steps

  1. Open Trips from the sidebar
  2. Click New trip
  3. Add a title, dates, and primary contact
  4. Save as draft or publish when ready

Tip: You can invite teammates before the trip is published.

See also Invite team members.

Related articles

Invite team members

Add colleagues to your workspace.

Welcome to Lato

A quick tour of the help center and admin tools.

Delete a trip

Remove a trip you no longer need from your workspace.

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