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Sneha Shetty

Designing a collaborative trip planning system

Turning an AI itinerary builder into a collaborative experience to make it easier for multiple travelers to plan the same trip together.

Two phone screens of Triwize’s collaborative trip planner: a Thailand trip overview with an Invite button and an invite friends sheet with a share link and Viewer or Editor roles.
Role
Sole Product Designer, Strategist
Timeline
4 weeks (May–June 2026)
Team
2 founders
Client
Triwize Journeys
Platform
Responsive web app
Status
In development

My Role

As the sole designer for this project, I worked closely with Triwize’s two co-founders over four weeks to define and design the Collaboration journey from the ground up. It was the first of three Phase 2 initiatives I led over three months, and the first project I took on after joining as a contractor. My work included defining the scope, design research, competitive analysis, user archetypes, feature definition and PRDs, user journeys, flows, information architecture and mid-fi prototypes covering the main user flows and key edge cases. The designs are currently in development.

Context

From planning a trip alone to planning it together

Triwize’s Smart Planning Platform (SPP) is an AI-powered travel planning app that helps users discover, plan and book their trips all in one place. For Phase 2, the product was expanding beyond individual trip planning to support collaborative trip planning, allowing multiple travelers to plan the same trip together.

Right now, in Triwize’s Smart Planning Platform (SPP), travelers can:

What travelers can do in Triwize’s Smart Planning Platform, as three cards side by side. Plan, in orange, with an Ask AI button: an AI itinerary planner builds a full itinerary from what the user gives it. Organize, in purple, with a folder of documents: travel documents kept in one place inside a trip’s organize tab. Book, in pink: flights, hotels and activities booked without leaving the platform.

The Opportunity

Planning a trip together with friends can be messy

Most people don’t travel alone. Friends decide where to go together. Someone finds a hotel, another person researches restaurants and eventually someone has to pull everything together into an actual plan. Users jump from social media to flight booking platforms to messaging apps and more to plan a trip with friends.

Triwize saw an opportunity to combine these fragmented parts of travel planning into one seamless experience.

A journey map of a traveler across four phases of a trip, each showing the apps people fall back on. Pre-trip dreaming and planning runs through Instagram, TikTok, WhatsApp and Pinterest, with ideas hard to track across platforms. Deciding and booking hops between Skyscanner, Booking.com, Airbnb, Google Sheets and WhatsApp. On-trip and post-trip coordination uses Splitwise, Venmo, screenshots and Google Maps. Post-trip reflections scatter across the camera roll, Google Photos and AirDrop. A bracket under the first two phases marks them as what this case study covers; the last two are deferred to Phase 3. A features row below sets out what each phase would need, from in-app group chat and invite by link through to shared expenses and shared memories.

Goals

Business goals

Grow the user base by bringing new users in to collaborate on trips and increase group bookings. Increase engagement by keeping people on Triwize for all their planning needs.

Product & user goals

Make collaborating on a trip simpler and more seamless and help groups accomplish their entire trip plan on one platform. Jumping between apps is what turns planning into something chaotic and unorganized.

The Problem

Group planning isn’t equal participation

This was one of the most important findings from the available research.

  • One person usually takes the lead. They may be the person who creates the trip, coordinates everyone or ultimately brings all the decisions together.
  • At the same time, the other people in the group don’t necessarily want the same level of control. Some might want to actively plan the itinerary. Others don’t want to be involved in planning at all.

So What?

How can we make a group trip feel like a shared workspace where everyone can contribute in their own way?

To design that, I noted down all the questions I needed to answer for the different scenarios in collaborative trip planning.

  • How does a user invite collaborators?
  • How much access does a collaborator have?
  • Who manages that access, how do they manage it, and how much authority do they have?
  • In what ways do co-travelers collaborate with each other?

Understanding Users

Three ways people show up in a group trip

I identified three user archetypes that had distinct behaviors and needs. Each user group’s behavior defined the level of control they had in trip planning.

Three archetype cards. The Initiator starts the trip and leads the plan, wanting primary control and ways to involve the group. The Contributor assists with major decisions and takes partial control. The Passenger is in for the ride but out of the planning, wanting to stay in the loop without taking part.

Defining the collaboration model

I translated each user group’s behaviors into three participation levels.

Admin
The person who owns and coordinates the trip.
Editor
A co-traveler who actively participates in planning.
Viewer
Someone who doesn’t actively contribute to trip planning but needs to be kept in the loop.

Core features and flows

Inviting people in

The first major interaction was getting someone into the trip. There are several ways to invite others: the first friend can be invited from the trip dashboard or from inside the trip itself. The person who starts the trip and invites the others naturally takes the role of Admin.

The Admin can invite people through a shareable link or by email, and choose whether each person joins as an Editor or a Viewer. For Editors, authentication matters, since editing requires an account. For Viewers, we kept the experience lighter: they only needed access to the trip details, so requiring authentication didn’t seem necessary.

Three phone screens titled Invite flow, each numbered and captioned. Start a trip: a Thailand quick view with the invite button picked out, a photo of Wat Arun, the trip's dates, preference, people and budget, and a map — start a new trip and select Invite to collaborate on the trip plan. Invite from existing trip: the trips list with a trip's overflow menu open on edit trip, invite friends, mark trip as completed and delete trip, invite friends highlighted — return to a previously created trip from the Trips dashboard and invite friends using the trip's overflow menu. Set permissions: the invite friends sheet showing the Thailand trip at twelve stops over nine days, tabs for an invite link or an email invite, the link ready to copy, and a choice between Viewer, who can view trip details, and Editor, who can plan the trip and edit the itinerary, over a share invite button — choose an Editor or Viewer role and share an invite link to the trip.

When friends open an invite link, they can see which trip they’re joining and what each role can do. I wrote separate CTA copy to make the difference clear: Editors can “Join the trip” and contribute to planning, while Viewers can “See the trip” without actively participating.

Two trip invitation screens explain what an invited Editor can do, including editing the itinerary and making bookings, and what a Viewer can see before joining or opening the trip.

Once invited, friends can access every space in the trip

Friends invited as Editors can edit the itinerary, make bookings, and use the AI itinerary builder, much like an individual traveler. Friends invited as Viewers can access every space in the trip, but can’t make changes. I adapted the AI chat for group use, so everyone invited could ask for ideas and plan together. Avatars showed who was part of the trip, and an Updates section kept everyone informed about co-traveler activity.

Three trip screens show the shared spaces available to co-travelers, an editable itinerary with booking details, and an AI chat where friends plan together.

I brought discussions and decisions into the trip instead of sending people to another messaging app. The in-chat AI bot helps with ideas, mentions make it easy to bring friends into the conversation, and polls and reactions help the group make decisions. Image and file uploads make it easier to share inspiration.

Two trip chat screens show a mention picker for @Triwize and @Justin P, plus a sharing menu with options to upload a photo or file, take a photo, or start a poll.

The Admin controls the access, everyone with access controls the trip

Everyone invited can view the trip, but only the Admin can manage access and permissions. Since the product hadn’t launched, we didn’t yet know how people would use collaboration or have the data to justify a more complex system. For V1, we kept control simple: the Admin can invite or remove co-travelers, change their roles, transfer the Admin role, or delete the trip.

When needed, the Admin can remove Editors’ ability to make changes in critical areas like the itinerary and bookings. This helps prevent major changes to the trip plan or unintended purchases, while invited collaborators retain view access to the trip.

Permissions management as the Admin, across four screens: the trip's quick view with a menu open on Manage co-travelers, the co-traveler list showing You as Admin with Justin as Editor and Rachel and Guest as Viewers, the same list with a role menu open offering Make Admin, Make Viewer and Remove, and a single co-traveler's page with toggles for Itinerary and Bookings and a Remove from trip action.
Co-traveler permissions screens show the trip overview menu and a list of invited travelers with their Editor and Viewer roles.

Intentional updates and alerts

I introduced an Updates feed that creates a lightweight history of important collaborative actions. When designing this, I wanted to be intentional about what actually deserves a user’s attention. For example: Since Triwize is a trip planning product, not a chat or communication app, I didn’t want every interaction between friends to generate a notification.

I identified three types of updates that were important enough to bring users back into the trip, as shown in the image below.

A phone screen titled Planning the trip, collaboratively: the Updates inbox, with tabs for all, alerts, trip activities and mentions. Three entries are called out. Justin P joined the Trip to Thailand as Editor — notified when a new friend joins or leaves the trip. Riley added Dior Cafe to Day 2, with a view change button — notified when a friend makes changes to the itinerary. @Justin P mentioned you in chat, asking Ashley to check hotels nearby, with a view chat button — notified when a friend mentions you in chat. Behind them, Lina left the trip to Thailand.

What stayed out of Phase 2

I had other ideas for the collaboration experience, including features for during and after the trip. Expense management and a memories feature for sharing photos and reflecting on the trip were pushed to Phase 3. Since the product was pre-launch, we wanted to first see how people used collaboration in their trip planning. I focused Phase 2 on establishing the core collaboration model before expanding the scope.

My process and deliverables

I relied heavily on existing user data and research, competitive analysis, and stakeholder discussions to shape the project. My handoff included:

Research
Research synthesis, competitive analysis, and user archetypes.
Product definition
Feature scope, collaboration model, and permissions.
Experience architecture
User journeys, flows, and information architecture.
Design
Mid-fi prototypes covering the core flows and edge cases.

The work was handed off to the UI design and engineering teams. The backend and design system are now in development, with the collaboration model and mid-fi designs as the foundation for the next stage.

What I’d validate next

Do people understand the roles?
Can travelers easily predict what they can and can’t do?
Does the notification hierarchy work?
Do updates surface the information people care about?
Does the current permission model work smoothly?
Do Editors want more authority? What are the most and least preferred ways to invite friends? Will people keep using existing social apps to communicate instead of moving trip conversations into a travel planning app? Is there a real need for separate Viewer and Editor roles?

Reflections

One of the most important parts of my role was helping the teams avoid making the experience more complex than it needed to be. In discussions with the founders, I kept making the case for simplicity at this stage of the product.

With a pre-launch product and limited usage data, we needed to establish the core collaboration model first and learn how people used it before adding more.