How do I create funding milestones and due dates? Follow
The Funding Milestones feature was designed to help trip administrators and overseers manage funding due dates for participants and the trip as a whole.
Any individual that has not yet met the required funding milestones by the dates you determine will be sent an email until the milestones have been met.
Follow the steps below to create Funding Milestones and Due Dates for your trips.
Setting Up Funding Milestone Due Dates
When creating a trip or editing an existing trip's details, the Funding Milestones section now appears below the Payment Options section where deposit amounts are determined.
Click the Add Milestone button and then give your Due Date a name, specify a percentage or dollar amount, and the date you wish it to be paid.
You may add as many milestones as you need.
Once you add your first amount you can add more or click the red X to delete any milestones.
Administrator View
From the trip's Team Members view, Admins will see Funding Behind message on any participant's name that has not met a Funding Milestone.
Admins will also see this indicator from an individual's Funding screen.
Participant's View
Participants who have not met a Funding Milestone will see a notification banner with the amount due on their dashboard when they sign in to their account.
Participants will also see the banner on their individual Funding screen.
