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

Use safe non-production records to verify this implemented workflow and its release boundary.

Before you start

Environment
Non-production with an authorized sample identity

Run the scenario

  1. 1OperationsGuest Portal and Trailhead guest preparation

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

    Expected evidence

    The answer is submitted and then verified without silently changing itinerary or required work.

Scenario completed

Verified preparation or an explicit mapping issue

Pre-trip intake
Invited guest with pending preparation→Verified preparation or an explicit mapping issue

If it does not match

  • Use only a non-production invitation and safe sample preparation details during release validation.