Creating itineraries

There are two layouts for the Trips section, grid view or list view.Grid viewGrid view is the more visual view showing:Trip nameClient nameAgent avatarTotal client costNumber of travellersTo have the grid view layout click the grid icon:List...

You can instantly choose your itinerary item type with a single click by using our launcher functionality. Seamless and speedy!When adding a new card to an itinerary, our launcher will pop up as soon as you click ‘+New Card’.The launcher allows you...

Click the relevant card.Either click ‘Upload or search for a picture’ or click the '...' button and then click ‘Gallery’.It is possible to either:add your own image(s) by clicking the upload icon; oryou can select an image(s) from the Unsplash...

You can add files to itineraries directly in the ‘Overview’ or to an individual card.Attach files to the itinerary overviewChoose the applicable itinerary.In the ‘Overview’ screen, add files in the ‘Trip Files’ section. The client will be able to...

To download a PDF version of an itinerary follow the steps below:Select trip applicable trip itinerary.Click ‘List View’.Download the itinerary in PDF by clicking ‘Download Itinerary’.

Flight cards containing real-time data can only be added to trip itineraries with dates specified and if they are departing within the next 6 months. If the flight departs greater than 6 months in the future you can manually add the flight.To add a...

To remove the 'Trip Ideas' column in the card view layout of a template itinerary or trip itinerary, follow the steps below:Click the applicable template itinerary or trip itinerary.Click 'Edit Template' if it is a template itinerary or 'Edit Trip'...

To change the agent contact details on the PDF itinerary:Click into the relevant trip.Click 'Edit Trip'.Under the ‘General’ tab, select the applicable agent from the ‘Managed By’ dropdown menu. Click 'Save'.Please note that if you use a ‘brand’ for...

To hide days with no cards on proposal list view, proposal card view and PDF itinerary, follow the steps below:Select the applicable trip. Under the ‘General’ tab enable the 'Hide Empty Days' switch.Hit the ‘Save' button once enabled. Please note,...

To edit the day headings within an itinerary, follow the steps below:Select the applicable template itinerary or trip itinerary. Click on 'Card View'.On the applicable day, click the three dots.Click 'Edit Heading'.In the 'Edit Heading' box, add a...

Duplicating a 'Template' ItineraryTo duplicate a template itinerary follow the steps below:In the 'Templates' section, click '...' next to the applicable template itinerary.Click 'Duplicate.'Once the template itinerary has been duplicated you can...

All images you upload to the system are cropped and resized to fix the areas where you’re showing them, and keep them quick to load for you and your clients.Below is a rough guide on the different image sizes you'll find throughout the...

To reduce the duration of an itinerary, follow the steps below:Select the applicable proposal.If the proposal contains an accommodation card, update the check-out day/time to the ‘new' correct check-out day/time.Delete any other cards on those final...

Time alerts help you proactively communicate start and end times with your clients.In order to send time alert notifications:you need to invite your client (the traveller) to view the 'upcoming' trip itinerary on the app;your client needs to...

Available to Suitcase, Trunk and Private plans only.TripMapper for Business supports importing travel itineraries from external sources to automatically populate your itinerary (written content only, not images). You can upload PDF documents or...

To provide your clients with a brief summary of daily inclusions or exclusions, for example, the meals included in the price of the trip, you can use the 'At A Glance' feature on 'Card View.'To add inclusions and exclusions to the itinerary, follow...

To swap or move the order of complete days on an itinerary:Select the applicable trip.Go to 'Card View'.Hover over the top of the applicable column until the drag icon is highlighted and drag the column to the desired location. 

To delete all itinerary cards on one day of an itinerary, follow the steps below:Select the applicable trip.Go to 'Card View'.Click the vertical three dots menu icon on the applicable day and then click delete all cards.

Before sending a proposal link to your clientBefore sending a proposal link to your client for review and approval, you have two options as to what your client can see after approving the link.Option 1 (the default):The default is the client will no...

Account 'Owners' and 'Admins' have the ability to add new custom fields to itinerary cards, but all account users can edit data within the fields once created by the account Owner or Admins.To add custom fields to itinerary cards, follow the steps...

Itinerary cards represent individual trip items such as flights, hotels, or activities. Now agents can assign specific travellers to a card so it is always clear who is participating. For example, if only two people in a group of six are joining a...