Workflow: Adding Additional Customers to Trips + Splitting Invoices

Whether you're booking a trip for a group of friends, couples, or colleagues, GoGuide makes it easy to add multiple customers and split payment between them.

✅ Step 1: Open the Booking

• Go to the Bookings tab from the left-hand menu.
• Select the booking you want to update.

➕ Step 2: Add Additional Customers

• In the Customer Info section of the booking, click the blue “Add” button next to the existing customer.
• Fill out the new customer’s name, email, and phone number.
• Repeat for each customer you’d like to add to the trip.

💡 Tip: Make sure each customer has a valid email address—this is how invoices and receipts are delivered.

💳 Step 3: Split the Payment Between Customers

Once all customers have been added:

1. Click Collect Payment on the right-hand side of the booking.
2. Type in the amount you want to charge the first customer.
3. Use the list to select that customer’s name.
4. Choose your payment method (e.g. invoice, card on file, manual entry).
5. Click Charge or Send Invoice.

Then, repeat the same steps for each additional customer:

• Enter the amount
• Select the next customer
• Choose the payment method
• Send or charge

💡 Example: For a $600 trip split between two people, charge each customer $300.

🧾 Step 4: Track Payment Progress

• Each individual payment will appear in the Payment Table.
• You’ll see how much has been paid and what’s still owed.
• The Remaining Balance updates as each customer completes their payment.

🔑 Why This Matters

✔ Supports group bookings and shared payments 
✔ Makes invoicing clearer and easier for everyone 
✔ Helps outfitters get paid faster with less confusion