How do I change funding requirement for participants? Follow
Changing Funding Requirements for all Participants on a Trip
Administrators may bulk-update the funding requirements for all trip participants that share the common funding requirement amount as defined in the trip's details.
**If you are an admin AND a team member, you will need to have another admin change your funding total as admin is unable to complete their own tasks or edit funding totals.
To bulk-edit, the funding requirement, simply open the trip's details and click the edit button.
Under the Payment Options section, change the dollar amount to the new desired amount.
A checkbox will appear to confirm the change to all participants with the current funding requirement.
Check the box and click the Save Changes button.
Changing Funding Requirements for a Single Participant
Administrators may increase or decrease the total funding requirement for a participant.
This is useful for:
- padding to allow a popular participant to raise trip funds as an individual over their cost for the trip
- using as an alternative to creating an allocation for the staff or other discounts
- using as a way to more simply manage funding special circumstances
Note: lowering the trip price from the trip's details will not change the funding goals of the individual participants.
Locating the Participant
Select the participant you wish to update from the trip's Team Members view.
Changing the Funding Goal
From the Participant's Profile, click Change next to their current Funding Goal.
Use the arrows or type the new amount into the field provided in the Funding Goal window.
Click the Update Goal button when you are ready.
Confirming the Update
You should be able to see the new Funding Goal displayed on the participant's Profile.
Their new funding goal will also be noted on the Team Member view, on their own personal funding screen, and the total funding goal for the trip will reflect this change.
For individual participants whose goals are increased, donors will now be able to continue to contribute toward their trip even after the determined trip price goal has been met.
