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Customizing/Managing Client Itinerary

How to customize and manage your client itineraries and what they see.

Written by Robbie
Updated over 2 weeks ago

There are several, easy ways to modify your client itinerary after your trip has been built.

The first way you can modify/edit the itinerary is by using the edit feature that will be found in multiple places throughout your itinerary.

In the image below, you can see at the very top where the Trip Title is located ("Paris Trip Itinerary Sample") there is the small edit pencil icon which can be pressed if you'd like to modify the trip title.

In the image below, again, you can see that the same edit pencil buttons are available to be used to modify the Details section of the itinerary. You can edit the Includes/Excludes section, the Important Information section and the Other Information section.

Perhaps the most useful tool we have for you though is the Content tab located on the left side of your screen.

Below you will see the Content tab open. The Content tab allows you to add/change/modify Daily Titles, Manage your Trip Planner Settings, Manage sections in your itinerary using the green toggle buttons, and modify the Itinerary Layout.

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