Flagging is how you send a booking to a specific teammate for review. When a sale needs a particular person's eyes — a problem to sort out, a VIP to handle personally, a detail to double-check — you flag it to that person and add a note explaining why. The flag attaches a "please look at this" marker to the booking, addressed to one teammate, and it stays until they clear it.
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It's not a status or a label on the booking for everyone — it's a targeted, tracked handoff to one person, so the right thing lands with the right teammate instead of getting lost in a shared list.
Who you can flag a trip to: only active members of your own team. The Flag Sale To list shows everyone on your team who has accepted their invite and can sign in. Partner (reseller) logins, pending invites, and deactivated users don't appear, so a flag always lands with someone on your team.
Flag a trip
- Open the trip.
- Select Flag in the trip's action row.
- In Flag Sale, pick the teammate under Flag Sale To, and in Comment/Notes explain why you're flagging it — this note is how they know what to look at.
- Select Flag Sale.
The trip then shows a flag banner at the top — "Sale flagged to [name] … by [you], [time] ago" — so anyone opening the booking sees it's under review and who owns it. Your note is also saved to the booking's Notes, so the context stays with the trip.
Flagging needs the Flag a trip to another Team Member permission. Without it, the flag isn't saved. Ask an admin to turn it on for your permission group.
Who gets notified
- When you flag a trip, the teammate you picked gets a "Trip Flagged To You" notification. It arrives by email, text, or in-app alert, depending on which of those they've turned on for Trip flagged to this team member in their notification settings. Your note is included.
- When the trip is unflagged, the person who originally flagged it gets a "Trip Unflagged" notification, using their own settings for the same alert.
- No one else is notified. A flag goes to one person, so other teammates only see it if they open the trip or check the Flagged Trips report.
If a teammate says they never got a flag alert, check that at least one channel (email, text, or app) is on for Trip flagged to this team member in their notification settings.
Good times to flag
- A payment or booking problem you need a specific person (say, a manager) to resolve.
- A VIP or special-handling booking you want a particular guide or lead to own.
- Anything a teammate asked you to route to them for a decision — a refund approval, a change request, a follow-up call.
Where the assignee sees flagged trips
When a trip is flagged to someone, it shows up for them in three places:
- Notifications — the bell icon in the top toolbar shows their flagged trips, with a count of how many need attention.
- The dashboard — a Flagged Trips section lists what's assigned to them, with a quick way to open and resolve each one.
- Reports — a Flagged Trips report (under CRM) lists everything flagged in a period, filterable by who it was flagged to, who flagged it, and confirmation code — useful for a manager reviewing across the team.
The flag note is also saved to the booking's notes, so the context stays with the trip.
Unflag when it's handled
Once the assignee has taken care of it, they clear the flag with Un-Flag on the trip or the Unflag button in the flag banner, and can add a note about how it was resolved. Both appear only for the person the trip is flagged to, and unflagging needs the same Flag a trip to another Team Member permission. The trip drops out of the flagged-trips views, so the list always reflects what still needs attention.
Frequently asked questions
What does flagging a trip do?
It sends the booking to a specific teammate for review, with a note on why. Flagging isn't a general status or label — it's a targeted, tracked handoff to one person, so a booking that needs attention lands with the right teammate and stays flagged until they clear it.
How do I flag a trip to a team member?
Open the trip, select Flag, choose the team member, add a note about what's needed, and confirm. It appears in their flagged-trips views and as a banner on the trip.
Who can I flag a trip to?
Only active members of your own team: people who have accepted their invite and can sign in. Partner (reseller) logins, pending invites, and deactivated users don't appear in the Flag Sale To list.
If a partner flags a trip, will TripWorks be notified?
No. A flag only ever goes to someone on your own team, and the only person notified is the teammate it's flagged to (and, when it's unflagged, the person who flagged it). Flagging doesn't send anything to TripWorks or to your partners. If you need help from TripWorks with a booking, contact our support team directly.
Where do I see the trips flagged to me?
Three places: the Notifications bell in the top toolbar (with a count), a Flagged Trips section on the dashboard, and the Flagged Trips report under Reports → CRM.
How do I unflag a trip once it's resolved?
Open the trip and select Un-Flag (or Unflag in the flag banner). Only the person the trip is flagged to sees these. The trip then drops out of the flagged-trips views, and the person who flagged it is notified. This needs the Flag a trip to another Team Member permission.
Why won't my flag save?
Flagging needs the Flag a trip to another Team Member permission. If your flag doesn't go through, ask an administrator to enable that permission for your permission group.
Does the person get notified when I flag a trip to them?
Yes. They get a Trip Flagged To You alert by email, text, or in-app notification, based on their settings for Trip flagged to this team member, and the trip shows in their Notifications bell and their dashboard's Flagged Trips section.
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