Creating a Trip¶
Sarah is organising the annual Morocco golf trip for Brookvale Golf Club. Let's follow along as she sets everything up in PazGolf.
Finding the Trips Section¶
Sarah logs into PazGolf and clicks Club Admin in the navigation menu. From there, she selects Trips.
She sees any existing trips for Brookvale, plus a prominent Create Trip button.
Starting a New Trip¶
Sarah clicks Create Trip and sees the trip creation form.
Basic Details¶
Sarah fills in the essential information:
| Field | What Sarah Enters |
|---|---|
| Trip Name | Morocco Golf Trip 2026 |
| Location | El Jadida, Morocco |
| Start Date | 5th February 2026 |
| End Date | 9th February 2026 |
The location is free text - it's displayed to participants so they know where they're going.
Booking Information (Optional)¶
Sarah wants to track payments, so she fills in the optional booking fields:
| Field | What Sarah Enters |
|---|---|
| Cost per Person | £1,200 |
| Deposit Required | £300 |
| Max Participants | 16 |
| Booking Deadline | 15th January 2026 |
These fields are optional. If you're not tracking payments through PazGolf, leave them blank.
Notes¶
Sarah adds some notes that only she (as organiser) can see:
"Flights with Ryanair, golf at Mazagan Resort. Airport transfers included."
Creating the Trip¶
Sarah clicks Create Trip. PazGolf creates the trip and takes her to the Trip Dashboard.
Notice the trip status shows Planning. This is the initial state while Sarah sets everything up.
What PazGolf Created¶
Behind the scenes, PazGolf has:
- Created the trip record with all the details Sarah entered
- Set up access dates - Participants can access trip content from a few days before until a few days after
- Prepared for participants - Sarah can now start adding people
The trip doesn't have any days yet - that's the next step. Each day of golf needs to be added separately.
Trip Status Explained¶
Trips progress through several statuses:
| Status | Meaning |
|---|---|
| Planning | Initial setup - adding days and participants |
| Open for Booking | Accepting participant sign-ups |
| Booking Closed | No more sign-ups, finalising details |
| Confirmed | Everything locked in, ready to go |
| Active | Trip is happening right now |
| Completed | Trip finished, results available |
Sarah's trip starts in Planning. She can change the status from the trip dashboard when ready.
Editing Trip Details¶
If Sarah needs to change anything later, she clicks Edit Trip from the dashboard.
She can update:
- Trip name and location
- Dates (if no scores entered yet)
- Cost and booking information
- Status
- Notes
Next Steps¶
With the trip created, Sarah's next tasks are:
- Add trip days - One for each round of golf
- Add participants - Invite members to join
Quick Reference¶
Required Fields¶
- Trip name
- Location
- Start date
- End date
Optional Fields¶
- Cost per person
- Deposit required
- Max participants
- Booking deadline
- Notes
Access Dates¶
PazGolf automatically sets access dates so participants can view trip content:
- Access starts: A few days before the trip
- Access ends: A few days after the trip
This ensures everyone can see the schedule beforehand and review results afterwards.