Content Management: Destinations, Experiences & More

• Go to Content tab
• Pick a section to insert the content
  • Destinations
  • Experiences
  • Other – Inclusions, Exclusions & Terms & Conditions
• Add destination and experience with multiple images and descriptions for easy reuse in your itineraries
• Set reusable Inclusions, Exclusions, and Terms & Conditions for every itinerary

Manage Customers & Agents

For B2C (Business-to-Consumer) Itineraries — Use Customers

• Go to Customers
• Click + Add Customer
• Enter Customer Details
• Click on Add Customer

For B2B (Business-to-Business) Itineraries — Use Agents

• Go to Agents
• Click + Add Agent
• Enter Agency Name
• Click on Add Agent
• Manage Agency Contacts

How to Create a New Itinerary

• Go to Itineraries
• Click + New Itinerary
• Choose or enter:
  • Tour Type
  • Customer/Agent
  • Tour Dates
  • Number of Pax
  • Primary Currency – Used for tour costing and display the final cost in itinerary
  • Secondary Currency – Select secondary currency only if tour costing uses two currencies
  • Language
  • Category and Tags
    • To select Categories, simply add them prior to itinerary creation. Go to Settings -> Branding -> Add Category. You can add a category and save it.
    • For tags, you can add them their itself during the itinerary creation.
• Click on Next
• Begin building your itinerary one day at a time:
  • Add Destination
  • Add Accommodation
  • Add Transports
  • Add Experiences
  • Write Day Highlights (Can be AI generated as well)
• Use the checkboxes under “Preview Options” at the bottom to hide specific elements from the itinerary
• Use the action buttons in the lower-right corner to manage your itinerary:
  • Update – Save any changes made to the itinerary.
  • Preview – Review the itinerary to ensure everything appears correctly.
  • Share – Download the Word Document Template, Copy the share link, Send the itinerary via email, Export it as a PDF, or Generate an Editable Link (available only for B2B itineraries)

Duplicating, Deleting, Sharing & Exporting Itineraries

• Go to Itineraries
• Scroll to the right and click the three dots to open the dropdown menu:
  • Share – Copy the share link, send the itinerary, or generate an editable link (available only for B2B itineraries)
  • Send Itinerary – Allows to send itinerary as an email attached as a PDF
  • Export – Allows to export the itinerary by selecting necessary elements
  • Download Word – Download the the word document template of the itinerary
  • Status – Allows to update the status as Draft, Sent, Follow up, Confirmed, Invoice Sent, Paid, Lost and Cancelled.
  • Duplicate Itinerary – Create an exact copy of the itinerary
  • Send Invoice – Allows to send the Costing Invoice as an email
  • View Costing – View the costing breakdown for the whole trip
  • View Status Log – View the current/past itinerary status and any further remarks
  • Archive – Temporarily remove the itinerary to keep your table organized; you can restore it at any time
  • Delete – Permanently remove the itinerary and this action cannot be undone

What’s Next?

Control access permissions for itineraries and learn how to track client engagement