This article will explain how to set up a simplified itinerary for your customers using the itinerary appearance feature.
We'll be looking at the settings needed to set up a summarised itinerary like the one made by Lost in Norway. View the full itinerary example here.
#1 First, what is an itinerary appearance?
With TripCreator you can create different itinerary appearances, or views, where each appearance is:
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a set of hidden and showing itinerary elements, allowing you to control the intensity of itinerary detail;
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reusable;
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can be applied to any itinerary to immediately change the visibility of certain information.
More information about the itinerary appearance feature can be found here.
#2 What you'll need to create an appearance for a summarised itinerary?
To try this feature out you will need to:
1. have ready-made itinerary available in your dashboard;
2. have access to your itinerary appearance settings.
#3 Let's locate and set up the itinerary appearance settings.
1. Select the Settings option in your left-hand side menu;
2. Then General Settings;
3. Then find the Appearances tab located at the top of the window;
4. Click on the +Create new button.
Looking at the itinerary by Lost in Norway, we can see that it has fewer tabs than usual, no contacts, no pricing information – we'll aim to replicate this lightweight itinerary appearance.
So, in our appearance settings we'll focus on the following elements: title, General, Tabs, Buttons, Footer and all product types (Attractions, Experiences, etc.).
#4 Let's go through all the settings needed to create a summarised itinerary
1. Title: add a descriptive title conveying the main idea you are creating the appearance for, e.g. Summarised Itinerary.
2. General: toggle off all contact-related and pricing-related elements.
3. Tabs: toggle off Pricing, Optionals, About us and Files.
4. Buttons: toggle off Have a Question?
5. Footer: toggle off Company info and Social info (these elements refer to your company's address and social links displayed at the bottom of itineraries).
6. About us and Pricing: we don't have to change anything here as we've hidden these tabs entirely.
7. Product categories (Attractions, Experiences and below): for this example, we just need to hide the Price element on each of the product types.
General -
Product (Stays) -
That's it – make sure to scroll down for the Save button.
#5 The final step: apply the itinerary appearance to your chosen itinerary.
Navigate to your dashboard, open any itinerary and tap on the Settings tab (cogwheel symbol).
Locate the Appearance drop-down menu. It allows you to choose from all the itinerary appearances you or your colleagues have pre-configured. Select the one you created for a summarised itinerary.
Save the changes by clicking the Apply button, then check the itinerary Preview window to see the results!
Itinerary example with a default itinerary appearance -
Itinerary example with a summarised itinerary appearance -
