Managing Invites
Use the guest invite dashboard to understand where each guest is in their trip, what still needs attention, and what has been requested, approved, or spent. The dashboard combines booking status, approval management, payment activity, communications, itinerary details, and invite history in one place.
Accessing Your Guest List
From the Juno dashboard, open Guests to view active guest invitations. Use search and filters to narrow the list by guest, coordinator, event dates, included products, invite status, action status, submission window, or booking status.
If you can view all trips in your organization, use My Invites to show only invites where you are the inviter or assigned coordinator. If you don’t have that permission, you only see your own invites by default.
Reading the Guest List
Each guest row shows the trip name, guest, dates, location, coordinator, and any badges that need attention.
Common badges include:
| Badge | What it means |
|---|---|
| Needs review | A flight, hotel, rental car, or expense is waiting for approval. |
| Ready to arrange | The invite is assigned to coordinator booking and is ready for you to book. |
| Awaiting traveler profile | The guest needs to provide traveler details before coordinator booking can continue. |
The row also shows financial totals:
| Total | What it includes |
|---|---|
| Requested | Submitted expenses, booked travel, Uber ride activity, and pending travel approval amounts. |
| Approved | Approved expenses, confirmed or approved travel, and Uber ride activity. |
| Spent | Visible card transactions, paid expense reimbursements, and Uber ride activity. |
When Spent is marked as an estimate, hover over Estimate to see why. Estimates usually appear when a flight or hotel was booked on a passthrough card, or when a rental car is direct-billed or reimbursed outside Juno.
Understanding the Guest Invite Dashboard
Select a guest to open the invite dashboard. The header shows the trip name, guest, dates, location, event or group, coordinator, and overall health. The main body shows the trip tracker, financial totals, booking details, and communications. The side panel includes itinerary, activity, invite details, and policy information.
Trip Tracker
The tracker shows the guest’s progress through booking, event, and expense milestones. It highlights whether each stage is not started, in progress, complete, skipped, or waiting on an action.
Financial Totals
The top summary repeats the invite-level totals for Total requested, Total approved, and Total spent. These totals use the same booking and payment data shown in the sections below.
Rental cars and passthrough card bookings may show estimated spend because the final transaction may settle outside Juno. The estimate is based on the booking amount until final payment data is available.
Booking Information
Each product included on the invite — Flights, Hotel, Ground transportation, and Expenses — has its own section in the main body. Each section shows the current status, relevant cost chips, booking details, policy indicators, and any actions available to you.
Statuses you may see include:
| Status | What it means |
|---|---|
| Not booked | The guest or coordinator has not started that booking yet. |
| Ready to arrange | The coordinator can book that product for the guest. |
| In progress | Booking is underway but not complete. |
| Needs review | Approval is required before the booking or expense can proceed. |
| Booked | The booking is confirmed or ticketed. |
| Completed | The trip stage has finished. |
| Skipped | The guest skipped that product. |
If a booking is out of policy, the section shows an Out of policy indicator. Select it to review the policy details that apply to that product.
Managing Approvals
When a flight, hotel, rental car, or expense needs review, the relevant booking section shows the review item inline. Review the guest’s selection, policy context, and amount, then choose Approve, Reject, or, for eligible out-of-pocket expenses, Partially Reimburse.
For detailed guidance on reviewing expenses, including how to recategorize expenses during approval, see Approving Expenses.
Approvals, Transactions, and Documents
Open a booking’s full details to review the supporting data behind it. The available tabs depend on the booking type and payment method:
| Tab | What you can do |
|---|---|
| Approvals | Review approval history for the selected flight, hotel, ground booking, or expense. |
| Transactions | Review visible Juno-managed card transactions for flights or hotels. |
| E-tickets | Download issued flight e-tickets when they are available. |
| Confirmations | Download hotel confirmations when they are available. |
Some bookings don’t show a Transactions tab. Passthrough card and rental car bookings may settle outside Juno, so the dashboard shows estimated spend and supporting ticket or confirmation information instead.
Viewing Communications
The Communications section summarizes messages associated with the invite:
| Category | What it includes |
|---|---|
| Emails | Transactional emails sent for the invite, including subject and status. |
| Proactive texts | Scheduled or triggered SMS messages sent by Juno. |
| Support messages | Support SMS and chat messages related to the invite. |
Open a category to view the full message list. For emails with preview data, select the email to view the rendered email content.
Using the Side Panel
The side panel gives you supporting context without leaving the invite:
| Tab | What it shows |
|---|---|
| Itinerary | Flight, hotel, rental car, Uber, and event timeline details when available. |
| Activity | A chronological history of invite activity, guest interactions, and updates. |
| Invite | Guest details, invite metadata, and the policies applied to the invite. |
Canceled or withdrawn invites preserve historical activity and invite details for reference.
Modifying an Invite
To update a guest’s event details:
- Open the guest’s invite dashboard.
- Select the three-dot menu in the top-right corner and choose Edit Event Details.
- Update the dates, location, or travel products as needed.
- Save your changes.
What Happens When You Change Dates
What happens after you save depends on whether the guest has already booked travel.
| Before bookings exist | After bookings exist | |
|---|---|---|
| Guest email | Prompted to rebook through Juno | Sent a support ticket reference with instructions to call a travel agent |
| Rebooking | Guest re-books through Juno self-service | Guest calls a travel agent for assistance with rebooking |
Guests with existing flight or hotel bookings cannot rebook through Juno directly. They should call a travel agent for assistance. The contact details are included in the email they receive.
Customizing Trip Names
You can customize how a trip appears to both you and the guest:
- Open the guest’s invite dashboard.
- Select the three-dot menu in the top-right corner.
- Select Edit Invite Name.
- Enter a custom display name for this trip, or clear it to use the automatic name.
- Save your changes.
The custom trip name appears throughout the coordinator dashboard, in the guest’s view, and in guest-facing email subject lines.
Extending Expense Submission Deadlines
See Extending Expense Deadlines for instructions on updating a guest’s submission deadline.