Create an Itinerary

The Itinerary is one of the Paperwork options; it can be created at Reservation team level, or viewed the Depot level.  The Itinerary can be created for everyone on the Departure, or just for individual bookings.

Learn more about paperwork Here

The Itinerary can be printed, or stored and emailed to the client using the email tab

To learn how to SET UP the Itinerary (eg: where & how to populate the Provider info), learn more Here

To learn more about how to create the .pdf itinerary, store it, download or email it, click Here, or view our Webinar on Itineraries, Here

The Itineraries text content and settings are initially set up on each individual Master, as well as at Provider and Provider product, Movement, and Depot, Routes and Shuttle's settings.  When a Departure is created it pulls through the itinerary content from all of those locations.  The content can then be added to and modified at Departure level - within the Departure and Booking level, and also in the Itinerary creation carousel.  

At Departure level

Individual Movements such as shuttles, bag, transport, etc.  can be turned on or off, and have additional notes added directly in the itinerary

Morning and Afternoon Text and end of day locations can be turned on or off, and edited, directly in the itinerary.  The headings can be customised too.

Welcome text and Footer text, can be edited or added to, directly in the Itinerary

Inclusion text can be turned on or off, and can be edited or added to, directly in the Itinerary

Providers can be turned on or off, and have additional text added for this departure, in italics, above the regular Provider text,

the order of events can be controlled by the time each event is set for, and displaying the time can be turned on or off

Create an Itinerary

1. From the Tour | Output/Emails tab, select Itinerary

2.  You will be offered the option of either creating itineraries for each individual client/booking on this departure, or creating an itinerary for the Departure level.  

• Putting a tick on a client name/s will activate the Client button to proceed.  This creates a personalised itinerary for the selected  client, based on the selections made at Booking level.
• Alternatively, Click the Departure button to produce an Itinerary for the entire Departure, based on Departure level selections.

3.  You will be taken directly to the top of the Itinerary for either the individual client, or the Departure

To customise the Itinerary

• ANY element can be hidden from the final itinerary, simply by clicking on the show button, to switch it to hide. 

• Text fields can be clicked into directly to edit text to make it more relevant to your client's adventure, or to expand/condense space to improve the look of the document

• When you reach the section of the Itinerary where each day's activities are listed, the itinerary becomes a "carousel" 

• Navigate to each daily item by clicking on the right or left arrows.  Each daily item can be shown or hidden, provider text modified, time changed, notes and labels edited.

• or, for an even faster and very accurate way to navigate to the correct daily entry on the carousel, use the Timeline panel

• the timeline is a scrollable list of each record in the carousel.  If an item turned on, it will be listed in orange, if it's turned off, it will be in grey, and the show icon will be struck out.  Each night's accommodation will also display the end of day daily location, to help you navigate your way.
• Simply click on any item to jump straight to it!
• The item can then be edited as required

Provider text

Accommodation Provider records can be edited, by clicking once on the required provider on the left hand side of the carousel, and then clicking the Edit (pencil) button the right hand side.

Include in Itinerary & App

• Leave the tick on this tickbox if you wish a record to show for this provider on the Itinerary,
• Remove the tickbox if you do not wish a record to show for this provider on the itinerary.

Print Product Name

• This field is not editable here, but is configured on the Main Provider | Product record.  If the name of the Provider Product is not to be shown on the Itinerary, it is defined on the Main Provider | Product record, and that will be reflected here in the carousel view.

Display the Time

• Occasionally you may not want the time to display on the Itinerary, as it might have only been entered to ensure that the correct sequence of events happens throughout the day.  If you do not wish the time to show, untick the "Display the Time" tickbox.

Client Notes

• Notes which have been entered on the Tour | Provider |

Provider Text - non editable

• The text that has been entered on each Provider's Itinerary text field will be shown here.  This text is not editable.

Product text editable

• The text that has been entered on each Provider PRODUCT Itinerary text field will be shown here.  This text is editable.

Merge Suppliers and Product text

• a button is available to make a COPY of the Provider level itinerary text, and merge it with any PRODUCT level text which is entered on this Provider's record, putting this MERGED text into the 'Editable' green box.  This means the user can edit Provider level text, for this Itinerary, but it does not impact the text on the ACTUAL Provider record

Tick this box if only the Product text should be included

• Put a tick in the tick box if you do not wish the Provider text to show in the Itinerary, only the Provider PRODUCT text

Insert Rooming Details

• In addition, the Provider PRODUCT text box can have the Rooming Details for this tour inserted in.  This text is then editable, so that Guide accommodation, for example, can be edited out.   Please note that these Rooming Details are not dynamic, i.e. if the provider records get changed at tour level, the user will need to come back to the inserted text here in the carousel view, and edit it.  Note that this Rooming Details text can also be inserted into the Itinerary's Provider product field, at Tour level.