An itinerary outlines a customer's journey, providing detailed information about the booked accommodation unit and a timeline of all activities and experiences associated with that specific trip.
Through the Guest App, customers can view their itinerary, manage their bookings, and book additional activities or experiences. The business can also propose bookings to the customer, which will be included in the Guest App.
If PMS integration is not activated, itineraries must be created manually. To create an itinerary manually, click on Itineraries in the left-hand side menu.
Then, click on NEW ITINERARY.
In the pop-up window that appears, select the Itinerary without Customer Request.
Then, fill in the requested information.
Itinerary Name: Enter the name of the itinerary. This is the name under which the itinerary will be saved in the system and can be used to easily track the itinerary in the search fields.
Select Trip Leader: Type 3 or more characters and select a trip leader from the drop down menu or click on Create new contact to create a new customer.
Arrival date: Enter the customer's arrival date.
Departure date: Enter the customer's departure date.
Arrival time: Enter the customer's arrival time.
Departure time: Enter the customer's departure time.
Guests: Enter the number of guests by selecting the required quantity on adults, children and infants.
Click SAVE AND CLOSE once done.
Once the itinerary is saved, the user is automatically directed to the Builder to continue working on it.
Important note:
If PMS integration is enabled, itineraries are created automatically using data from the PMS.
To continue working on the itinerary proceed to the Builder, Associations, Management and Activity.
Additionally, click on the following links to learn about the Actions available within the itinerary and How to manage Itineraries.