Sending Itineraries to Agents with TripCreator’s Agent Portal

This step-by-step guide explains how to send an itinerary to your agent via the Agent Portal.

TripCreator’s Agent Portal feature lets you share specific itineraries with agents invited to your account.

Before sending an itinerary, make sure the agent has access to your account. You can check this by going to: Settings > User Management > Agents.

How to Send an Itinerary to an Agent:

1. Go to your Dashboard.

2. Find the itinerary you want to share.

3. Click the dotted menu (⋮) on the far right of the itinerary.

4. Select Send to Agent.

5. Choose the agent from your list of invited and confirmed agents.

Once sent, the agent will be able to:

• Review the itinerary

• Apply their own markups

• Configure their branding

• Share the final itinerary with the end customer