Skip to main content
All CollectionsCreating Itineraries & Proposals
How to Set Up an Itinerary for a Group of Travelers
How to Set Up an Itinerary for a Group of Travelers

Using Tags in an itinerary

David Chait avatar
Written by David Chait
Updated over a month ago

When adding group traveler information, you can use the Travefy "Tagging" tool to include different events for each traveler on one itinerary. This will allow you to create one itinerary but generate a different version for each traveler based on their specific events.

Here's how to use it!

1. Add People to the Itinerary or Proposal

Open the itinerary/proposal you want to edit, click on the ...More button and then press People. This will open the people window and you can start adding the travelers/clients. This will not send them an invite, you can do that with these steps here!

2. Tag Travelers to their Events

Once your clients are entered into this trip itinerary, you can "tag" them on events that are unique to a specific client. Here's how!

2.1 Create the event

Create the event you're going to use the tags on.

2.2 Click on Only Specific People

In the People section of the event, click on Only Specific People.

2.3 Type the name

Type the name or email address of the traveler(s). By doing so, you are tagging them on that specific event.

3. Set your Event Visibility

Event Visibility is a trip-wide setting that you can set for group trips. You can choose to set the Events - not entire itineraries - as private or public. Click here to learn more.

Did this answer your question?