Trip Planner: Create and Manage Trips
Adding Cruises
Step by Step: Creating a Trip with Booking Options
Scheduling Messages for Specific Trips
Emails/Messages are going to Spam
Exporting Travelers Information
TWID (Traveling With ID) & PBID (Paid By ID)
Adding a DMC that prices trips in full.
Step by Step: Creating a Trip to Sharing your Proposal
Add/Sync multiple itineraries of the same trip
Cancelling/Reactivating Reservations & Trips
Copy previous trips for new clients
Adding Travelers/Clients to a Trip
Adding Travelers to Hotel Reservations/Rooms
Adding Travelers to a Reservation
How to Use the Planner Page
Hiding prices in your Proposal/Client Itinerary.
How To Create A Trip
Adding Flights
Uploading documents related or not related to trips
Changing Dates on Trips
Testing the client app or sharing the itinerary with your travelers to be viewed on the client app
How to Share your Proposal and Itinerary
Onboarding for Agencies/Companies
Add a room or multiple room types to a hotel
Adding hotels
Adding prices to hotels or rooms
Adding prices to a cruise or a cabin
Add a cabin or multiple cabin types to a cruise
Adding a Transportation Reservation
Onboarding Guide for ICs/Advisors
Changing Reservation Order
Create Checklist Templates, Create Tasks, Create Task Reminders
Adding the Capacity / Availability of each option
Collaborators
Hiding Total Price for a Room / Cabin
Email Import of supplier confirmations
Importing PNR into a Trip
Creating Reservations
Adjust Proposal Settings
Importing travelers directly into a trip
Changing Currency
Supplier Status on Itinerary
Trip Planner Default Settings
Trip Status Workflow