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
• Click on Next
• Begin building your itinerary one day at a time:
  • Add Destination
  • Add Accommodation
  • Add Transports
  • Add Experiences
  • Write Featured Tips & Remarks
• 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 – Copy the share link, send the itinerary, download 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:
  • Duplicate Itinerary – Create an exact copy of the itinerary
  • 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
  • Download PDF – Export your itinerary as a PDF file.
  • Share – Copy the share link, send the itinerary, or generate an editable link (available only for B2B itineraries)

What’s Next?

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