In the top left corner of your page, click "Create" from any page oh PlanitEasy and select the 'Trip' option from the pop up that will appear

Add the 'Trip Name' .

Type in the destination of your trip and this will search google so you can click on the result it finds to provide you with a picture for the background of your proposal. You can change it later if you want.

Add dates of travel (if you know them) and press the 'Save'.

Adding travelers to a trip can be done now or you come back to this step at a later point from the travelers tab of the trip.

From the itinerary page of the trip, you can either drag&drop a reservation from the right side inpo the correct day OR you can add reservations to the particular day using the plus sign:

Reservation Articles (return here after using these articles to add your reservations)

Adding Flights

Adding Hotels

Adding Cruises

Adding Transportation

The PlanitEasy platform draws from many sources to provide you hotel, location and restaurant information.

Enter the name of your location under hotel name, place name or restaurant name, etc. The details of each location will then be auto-filled by our sources including 10 photos.

Adding content in the description section of each reservation is always a plus.

NOTE: Remember to check the dates and enter times of each reservation correctly so that they can appear correctly in chronological order on the itinerary. Save your work to the library at the bottom left of each reservation (for future use if you wish) and then save the current reservation to close the reservation card.

Click the itinerary popup that has been created on the left hand side to review your work so far.

NOTE: Your itinerary/proposal is an accumulation of the reservations you have made, without the reservations, your itinerary/proposal will be empty.

Now that you are in the Client Itinerary page, you can review and select what to keep in your itinerary by toggling the on-off green buttons on the left-hand bar.

You can choose to show or not show prices, suppliers, summaries, and many other fields.