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Email and Send Your Clients Their Itineraries

How to send itineraries to your clients via email, SMS, Text or PDF form.

Customer Success Team avatar
Written by Customer Success Team
Updated over 9 months ago

1). If you are inside your Trip Planner page, navigate over to the itinerary that you'd like to send.

2). Once you've clicked on your itinerary you'll see the Share button in the top center of your itinerary. See the image below for reference.

3). After you click the Share button you'll see the Share form pop up. From here you can choose how you'd like to share your itinerary: by email, PDF, SMS/Text or link.

4). Type in the email addresses and click send.

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