Itineraries and Proposals can now all be added to a Trip, giving you a convenient one-stop-shop for your traveler's information and documents.
Let's get started!
To add an itinerary/proposal that's been saved to your library, just click on the +Add New button on the bottom-left-hand side of the Trip View, and select Itinerary or Proposal.
After you click on +Add New, you'll be presented with a few options:
If you click on Itinerary or Proposal, you'll be presented with a few itineraries from your library, as well as the option to search your library:
Once that Itinerary or Proposal has been added to a Trip, it will behave just as it did before. It can be sent directly to the client, you can create automations, etc