Itineraries
A core feature of Planniac is the ability to provide guests with a live-synced itinerary. This can include their transfers, tours, facility or equipment rentals, spa dates, and concierge arrangements like outside restaurant reservations.
We recommend you always collect updated email information from your guest. This is especially helpful when they have booked through an OTA that hides the guest's email.
Clicking on the Preview button will pop-up a page that shows the guest itinerary as it stands at the moment. Clicking on the Send button will send a mobile-friendly email to the guest that includes a link to their personalized itinerary.
This itinerary is live, so they can use the same link to check it sometime later and it will show the latest data. For example, the guest might ask for some prearrangements for transfers, tours, or restaurant reservations. You can easily include those on the itinerary and it will update realtime if there are changes.
The guest can receive the itinerary link via an email generated from Planniac. You can fully customize that email in the Settings > Templates area. The email will contain a link to the guest’s personal itinerary. You should recommend that they save it to their phone home screen or bookmark the link for quick reference. Currently this is not a downloadable app, but it is a mobile-friendly itinerary.
Sending or resending an itinerary
You are able to change/add a second email address to save and use for guest itineraries. (The email address synced with Cloudbeds is not changeable).
We suggest that you Preview an itinerary prior to sending it. You’ll see what the guest will see when they open the email link.
After previewing the itinerary, go ahead and click the “Send to Guest” button and the guest will get an email with the itinerary link.
Note: At the moment, Planniac does not support group itineraries. An itinerary is only on a per-room basis. So if you have groups in separate rooms traveling together, they will not appear on one single itinerary. You would need to send an itinerary for each of the rooms.
Itinerary content
On the itinerary itself, there are several things you should know.
Expanding detail on the itinerary
The itinerary items will expand to show more detail on the guest's view. This detail can provide important information such as times, locations, etc.
Unexpanded | Expanded |
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What's on the guest's itinerary?
Activities that you have planned for guests will appear on the itinerary. These include transfers, tours, flights, rentals, spa reservations, concierge arrangements, etc. On the itinerary they are arranged by date and organized by:
Pre-stay activities (arrangements made prior to their arrival day at your property)
Arrival activities (flights, transfers, and anything else booked on their arrival day)
Activities during the stay
Departure activities (transfers, flights, and anything else booked on their departure day)
Post-stay activities (arrangements made for them after they have departed from staying at your property)
Allergy and dietary information on the guest itinerary
As you can see in the example above, dietary information or special guest requests will also show up on the bottom of the guest's itinerary. This acknowledges to the guest that you are understanding of their dietary concerns and special requests.
Contact Front Desk
By clicking one of the buttons on the bottom of the screen, your guest will be able to contact your front desk via WhatsApp, email, SMS or phone. Be sure to have the proper information in Settings. Settings for these contact options can be found at Settings > Business Information.
Customize the itinerary images
When your account is set up, you'll see the default itinerary image which you may use.
The header image size is 1600 X 220. However there will be cropping on various devices, so keep any logo or other important content centered within an 850 X 180 area.
The button that will save on the guest's phone is 125 X 125. You may customize that as well, or use the default image provided with your account.
The Planniac team will handle this customization for you. Message us with your request and image using the chat tool, or send it by email to info@planniac.com.
