Learn all about how to administrate your itineraries on the WeTravel Platform.

You can find the itineraries in the main menu, right next to your trips:

You have three pages within the itinerary: Itineraries, Library, and Archived Itineraries.

This tab is where you will find all your active itineraries, and it is where you will likely spend most of your time.

You have the following selections inside this overview:

You can view an overview of your itineraries in a list format and change their status using the dropdown menu.

When selecting the card view, the itineraries will be displayed as cards, with the main image featured for easier navigation. You can change the status by dragging and dropping the itineraries to the desired column.

On top of the columns, you can see at a glance how many itineraries there are in that column.

Changes made while in the list view will be immediately reflected on the card view and vice versa.

Typing the title or part of the title will show you all the itineraries that match your text, narrowing the results as you type.

You can filter by owner, status, or both, and the list will only show the itineraries that comply with these criteria. To remove the selection, you can click on the Clear All button.

Click the "Create New Itinerary" button to open an empty itinerary and begin editing.

The name you have given to your itinerary. You can edit this inside the itinerary builder once you open it.

In the card view, this is the title of the specific itinerary card.

There are three status options: draft, shared, and confirmed. These do not influence anything within WeTravel, so you can use them as best suits your needs. In the list view, they are displayed as a drop-down menu, and in the card view, they are presented in different columns.

If you work with a team and have them added as team members within WeTravel, you can give ownership of the itineraries to your team members. Clicking on the team member's name is the same as clicking on the row and will open the itinerary editor.

To change the owner, click on the three dots at the end of the itinerary and select “change owner”. You can now select which of your team members owns the itinerary.

In the list view, you will see the team member's complete name. In the card view, you will see their initials, and hovering over an image will show the full name.

For more information on managing the permissions for the itinerary and team members, please click here: Team Members: How to add colleagues and co-organizers to help you manage your trip.

The date and time in your local timezone when the itinerary was last updated or changed. On the card view, this is shown at the bottom of the itinerary card.

Hovering over any specific itinerary will show the pencil button to edit the itinerary. This does the same thing as clicking on the itinerary: it opens the itinerary builder to start editing.

The eye icon will open the itinerary in a new tab, where you can preview the information as if you were the client receiving it. On the card view, these icons will appear on the itinerary image as you hover over it.

The three dots are the menu of the itinerary, where you can duplicate (copy), archive, or change the owner of the itinerary.

For more information on the library options, you can review the article "Itinerary Builder: Using the Library."

You can use the full name or part of the name for any library item.

The date and time (local to your computer) at which this library item was last updated.

Hovering over the library item will reveal the pencil icon. Clicking on the icon performs the same function as clicking on the line; it opens the library item for editing.

When clicking on the three dots, you open the menu where you can duplicate (copy), rename, or delete the item.

Once created, an itinerary cannot be permanently deleted. However, you can archive it to keep only relevant and valid itineraries visible.

Under archived itineraries, you will see the name and the date this itinerary was last edited. To edit or view the itinerary, go to the three-dot menu and select unarchive.

Please contact us if you have any other questions. We will be happy to help!