Follow the steps below on how to send the itinerary to your clients so that they can open and view their itinerary on the Trip Plans mobile app.

Sending the Itinerary to Your Client:

First, send your client the itinerary so that they can access the web itinerary.
Click here to follow those steps.

How Your Client Gets the App from the Web Itinerary 

Once your client has received the link to the web itinerary from you they can open the itinerary on their computer or mobile browser. To load the itinerary in the Trip Plans mobile app your client must go to the web itinerary on their smart phone first. 

Below you will find steps for both pathways:

Opening the Web Itinerary on a Mobile Device

This is the quickest way for your clients to download the Trip Plans app and view their itinerary. 

1. Click "View Your Trip Details Here"
Once you email/send the web itinerary to your client, they can open the email on their mobile device and click "View Your Trip Details Here".

2. View the Itinerary on the Web
This will open the web itinerary on their mobile web browser and they will have the option to "View In App". If they don't see this option, you might have the app turned off. Here's how to turn that option on.

3. Tap "View in App"
After they tap "View In App", they will be taken to the app store to download the Trip Plans app. 

4. Download the Trip Plans App

5. Tap "Open" in the App Store

Once they download the Trip Plans app, there will be an "Open" button in the app store. They will need to tap on that button and it will automatically load their itinerary onto the app for them to view. Please note, if you have utilized tagging and have made the trip private, they will need to create an account with their email so that they can view the itinerary.

Opening the Web Itinerary on a Desktop Computer

If your client views the web itinerary from a desktop they can press the "View In App" button and from there, they will have an option to email themselves a "magic link" so that they can download the Trip Plans mobile app to their mobile device.

Click here for steps through this process

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