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Adding an Itinerary or Proposal From your Library to a Trip
Adding an Itinerary or Proposal From your Library to a Trip
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over 2 weeks ago

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

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