Working with cards in a child itinerary

Cards in a child itinerary behave differently from cards in a standard itinerary. Understanding the relationship between master itinerary and child itinerary cards will help you manage content efficiently across your fixed departure trip.

Linked/connected cards (from the master itinerary)

When you open a child itinerary in Card View, cards inherited from the master itinerary appear faded out. A faded card is dynamically linked to the master - its content is pulled directly from the master itinerary in real time.

This means any change made to a card on the master itinerary will automatically appear in all linked/connected child itineraries.

Editing the master card from within a child itinerary

If you want to update a master card without leaving the child itinerary:

1. Hover over the faded card.

2. A tooltip will appear reading 'This card currently pulls all its data from the master itinerary.'

3. Click the 'Edit Master' button.

4. A panel will slide in from the right, allowing you to edit the master card.

Disconnecting a child card from the master itinerary

If you need to customise a card for a specific child itinerary, for example, to change a price, note or card title or name of the card, you can disconnect it from the master itinerary:

1. Click on the applicable faded card to open it.

2. Click the 'Disconnect' button at the top right hand corner of the card.

Once disconnected, the card:

• is no longer linked to the master itinerary;

• will not receive updates if the master card changes;

• can be edited freely within the child itinerary; and

• displays a notice reading 'This card no longer pulls data from the master itinerary.'

You can then edit the card as you would any standard itinerary card, including price, check-in/check-out times, supplier content, tasks, attachments, documents and notes.

Reconnecting a child card from the master itinerary

If you disconnected a child itinerary card from the master itinerary but want to reconnect it:

1. Open the applicable card and click the '...' on the top left hand corner of the card.

2. Click 'Reconnect to master itinerary'.

3. You will be shown the following options for you to select as applicable:

Cards created from scratch on a child itinerary

You can add brand new cards to a child itinerary that have no connection to the master itinerary. These cards behave exactly like cards on a standard itinerary. They will not display any master-related notice.

This is useful for adding child-specific items such as individual travel arrangements or transfers that are not part of the shared fixed departure itinerary.

Day headings and 'At a Glance' data

• Day headings - Day column headings pre-fill from the master itinerary. They can be overridden within a child itinerary without affecting the master or other child itineraries.

• 'At a Glance' data - 'At a Glance' data also pre-fills from the master itinerary. You can edit or extend it within a child itinerary.

Summary: