TrailheadClients & Guest ExperienceGuest preparation
CX-04Pre-trip intakeNo assistant eval · Coverage unknown

Prepare a Trip Through the Guest Portal

Let an invited guest complete bounded trip preparation while Operations keeps the CIS promise authoritative.

Track

Guest preparation

Phase

Pre-trip intake

Starts with

Invited guest with pending preparation

Ends with

Verified preparation or an explicit mapping issue

You are here

CX-04
  1. CX-04Prepare a Trip Through the Guest Portal
  2. CX-05Review Client Care Feedback
  3. CX-06Plan a Repeat Client Rebooking
  4. CX-07Review the Client Trip Story

The situation

An invited guest reviews the trip, supplies requested preparation details, and submits them for Operations verification without editing the itinerary or required work.

What starts it

Operations sends a valid preparation invitation for an upcoming CIS.

How it unfolds

OperationsSystem
  1. 1

    The guest opens the secure invitation and completes the requested preparation details

    Operations
  2. 2

    Operations reviews the guest submission

    System

    This is the key moment: guest-submitted evidence does not change the CIS until Operations verifies its mapping.

  3. 3

    Trailhead records verified preparation or a visible mapping issue

    Operations

Who's involved

Operations

Owns the human action and verifies the visible result.

System

Preserves identity, state, and record boundaries.

What each person sees

Operations

Only the authorized client context and actions

Why: complete and verify the human part of the journey

System

Bounded client, trip, and workflow state

Why: enforce trusted boundaries

The rule to remember

The portal collects bounded guest evidence; Operations verifies it and the CIS remains the trip authority.