Step-by-step guide to sharing itineraries with agents through the Agent Portal.
TripCreator’s Agent Portal allows you to share specific itineraries with agents who have been invited to your account.
⚠️ You can share itineraries with agents who have signed up and have access to your workspace. To confirm an agent has completed access setup, go to Settings > User Management > Agents.
How to Share an Itinerary with an Agent
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Go to your Dashboard.
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Locate the itinerary you want to share.
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Click the dotted menu (⋮) on the far right of the itinerary.
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Select Send to Agent.
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Choose the agent from your list of invited and confirmed agents.
What the Agent Can Do After Receiving the Itinerary
Once shared, the agent will be able to:
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Review the itinerary
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Review pricing and apply their own markups
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Add their branding
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Share the final version with the end customer