Create a Summarised Itinerary View Using Appearance Settings

Learn how to simplify your itinerary presentation using TripCreator’s itinerary appearance feature.

Screenshot 2024-07-23 at 11.01.39

Overview

This article will guide you through setting up a simplified, summarised itinerary using the Itinerary Appearance settings. We'll use an example inspired by Lost in Norway. 📌 View the example itinerary here.

 

#1 What is an Itinerary Appearance?

In TripCreator, an itinerary appearance is a custom itinerary display that lets you:

  • Show or hide specific itinerary elements to control how much detail is shared.

  • Save and reuse these settings across multiple itineraries.

  • Instantly switch between appearances to adjust visibility for different audiences.

🔗 Learn more about itinerary appearances here.

#2 What You’ll Need to Create a Summarised Itinerary Appearance

To follow this guide, make sure you have:

  1. An existing itinerary available in your dashboard.

  2. Access to the Itinerary Appearance settings in your account (requires admin rights or the “Itinerary Appearance” permission).

#3 Locating and Creating a New Itinerary Appearance

  1. Go to Settings in the left-hand menu.

  2. Select General Settings.

  3. Navigate to the Appearances tab at the top of the window.

  4. Click the +Create new button.

Looking at the Lost in Norway example: the itinerary has fewer tabs, no pricing, and no contact information. We’ll aim to replicate this lightweight appearance by adjusting the following sections in your appearance settings: Title, General, Tabs, Buttons, Footer, and each product type (Attractions, Experiences, etc.).


Screenshot 2024-07-23 at 11.55.10

Screenshot 2024-07-23 at 11.59.59



#4 Step-by-Step: Configuring a Summarised Itinerary Appearance

  1. Title: Give your appearance a clear name, e.g. Summarised Itinerary.

  2. General: Disable all contact-related and pricing-related options.

  3. Tabs: Turn off Pricing, Optionals, About Us, and Files.

  4. Buttons: Turn off the "Have a Question?" button.

  5. Footer: Disable Company Info and Social Info (these refer to your business address and social media links in the itinerary footer).

  6. About Us and Pricing: No action needed here since those tabs are already hidden.

  7. Product Categories (Attractions, Experiences, etc.): For each product type, hide the Price element.

  8. Make sure to scroll down and click Save when finished.

General settings

Screenshot 2024-07-23 at 12.09.42-1


Product (Stays) settings

Screenshot 2024-07-23 at 12.17.01

 

#5 Apply the Appearance to Your Itinerary

  1. Open your Dashboard and select the itinerary you want to update.

  2. Click the Settings tab (cogwheel icon).

  3. Locate the Appearance dropdown and select your newly created summarised appearance.

  4. Click Apply, then navigate to the itinerary Preview page to see the updated itinerary display.

Screenshot 2024-07-23 at 12.28.48

 

Itinerary example with a default itinerary appearance

Screenshot 2024-07-23 at 12.39.33


Itinerary example with a summarised itinerary appearance

Screenshot 2024-07-23 at 12.40.09