Business settings

To add or edit your company details:Click the avatar in the top right corner of your screen and then click 'Settings'.Click the 'Business' tab.Click the 'Company Information' section and complete the company information (see annotated screenshot...

Customise and brand your digital and PDF travel itineraries with your logo and brand colours/colour scheme. To do this:Click the avatar in the top right-hand corner of the screen.Click 'Settings'.Click the 'Business' tab and then the 'Company...

You may want your client to review and accept your company’s terms and conditions in order to approve a proposal you have sent them. To set this up, follow the steps below:Remain in 'Settings' (or click the avatar in the top right corner of your...

In the example below: The travel company using the platform is called 'WRLD TRVL.'The agent using the platform is named Ellie Collins (Ellie's preferred name on the platform is 'Elle'). WRLD TRVL has added its business information in the 'Company...

You can choose whether or not to show card category colours in bold when in the 'Card View' layout. Bold colours are the default setting for 'Card View', but to change to subtle colours, follow the steps below:Click the avatar in the top right-hand...