Configuring Travel Planner

Creating the Travel Planner tab

1. Navigate to Setup and search for Tabs.
2. Click the New button in the section for Visualforce Tabs.
3. Configure the new tab in the New Visualforce tab wizard. 
   1. In the Visualforce Page picklist, select Travel Planner.
   2. Choose any tab style.
   3. Click Next and select which user profiles should have visibility of the new tab.
   4. Click Next and select the applications for which the tab should appear.

Note: You will likely only want this tab visible from the Events application.

4. Click Save.

Configuring staff members to display in Travel Planner

1. Navigate to Setup and search for Custom Settings.
2. Select Manage next to Trip User Profiles.
3. Select the New button.
4. In the Name field, enter either the Profile Name or the Profile Salesforce Id for those who should be listed as Staff in Travel Planner.

Note: If you wish to add multiple profiles, select New and enter a new record for the next profile.

Note: The Profile Name MUST match exactly to display in the Staff Picklist.