This guide explains the basic steps on how to build an itinerary, with all settings explained.
An itinerary is built the following stages:
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Set up itinerary details
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Build an itinerary with products
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Finalize an itinerary with images and notes
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All the above stages will be discussed below in detail.
1. Set up itinerary details
From your dashboard, click the Create Itinerary tab in the left sidebar.
Fill in the initial itinerary settings. You will be able to edit them (except for the currency) later on within your itinerary settings.
2. BUILD AN ITINERARY WITH PRODUCTS
You can work in the calendar or list view – whichever is closer to your heart.
In the CALENDAR view, click on a time slot to insert a product.
Select which type of content you are looking for (All products / My products / Modules), then use filters and search fields to find items.
Once you have products in the calendar, you can drag and drop them to reschedule.
In the LIST VIEW, you have your itinerary on the left and the products library on the right side of the screen. Drag and drop products from your library into the itinerary, where they can be further rearranged and modified.
3. FINALISE AN ITINERARY WITH IMAGES AND NOTES
To create the itinerary image presentation:
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Navigate to your itinerary settings (cogwheel tab) and select Presentation images.
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Use one or more image options to add images.
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The images will appear in Preview under the Overview tab.
To add itinerary notes, rename tabs, and add attachments, tap the PREVIEW button (top right side of the planner).
In Preview, find the EDIT mode at the top of the page to rename tabs.
Overview, Itinerary, Pricing, About Us tabs: insert all kinds of notes and day descriptions in free text boxes – click on a pencil icon to reveal the text editor.
Ready to send it to a customer?
Check these articles for sending options: