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How to Send an Itinerary or Proposal
How to Send an Itinerary or Proposal

Sending an Itinerary or Proposal to a client

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

When you've completed an Itinerary or Proposal and you want to send it to a client, there are a few ways to do so!

The first step is to click on the big blue Send button in the top right corner of the Itinerary/Proposal while in the trip builder.

Once you've done that, you can see the various ways of sending a trip to a client.

Let's go over them!

Get Trip Link

Clicking on Get Trip Link will show you the link to view the trip on the web, as well as the link to prompt you to download the Trip Plans app.

These links can be shared however you'd like!

Email Invite Clients

Clicking on Email Invite Clients will open this menu.

Once you've added a traveler's information and invited them to the trip, you'll be able to see them in the Clients Invited portion of the Send menu.

Hovering your mouse over their name will then show a small pop-up showing if they've viewed the email invite, if they've opened the itinerary on the web, or if they've opened the itinerary in the app.

The Trip Sidebar

You can also send a trip from the Trip Sidebar! Here's how:

1. Click on the Trip

Clicking on the trip will open the Trip Sidebar on the right-hand side of your screen.

2. Click on People

From the People tab, you can add travelers to the trip. Once done, you can click on the blue arrow to the right to send the trip to the traveler.

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