Itineraries

Viewing Itineraries

Go to Itineraries in the sidebar. At the top, you see status cards:

• Draft — Still being prepared
• Sent — Sent to the client
• Confirmed — Client accepted
• Completed — Trip is over
• Cancelled — Client declined

Click any status card to filter the list. Use the search bar to find by client name, trip name, or itinerary code.

Itineraries list page with status cards and search bar

Creating a New Itinerary

1. Click New Itinerary
2. Fill in:
   • Client Name (required)
   • Client Email and Phone
   • Trip Name (e.g., “6-Day Egypt Private Tour”)
   • Start Date and End Date (total days calculated automatically)
   • Number of Adults (default: 2)
   • Number of Children ages 4-12 (50% discount)
   • Number of Infants ages 0-3 (free except flights)
   • Currency (EUR by default)
   • Notes (optional)
3. Click Create Itinerary

Editing an Itinerary

From the itinerary detail page, click the Edit button (pencil icon).

Adding Days

• Each day has a city, title (e.g., “Arrival in Cairo”), and description
• Set the overnight city (where the client sleeps)

Adding Services to Each Day

1. Click Add Service under any day
2. Choose the type: Hotel, Guide, Transportation, Entrance Fee, Meal, Activity, Tips, Supplies, or other
3. Enter the service name, quantity, and rates
4. Costs calculate automatically in Auto mode

Cost Modes

• Auto — The system looks up your rates database and calculates costs automatically
• Manual — You enter costs by hand for each service

Inclusions & Exclusions

Add items that are included in the trip (e.g., “All entrance fees”, “Private air-conditioned vehicle”) and items that are NOT included (e.g., “International flights”, “Travel insurance”).

Itinerary Detail Page

The detail page shows everything in a clean layout:

• Client Info — Name, email, phone
• Trip Summary — Dates, total days, travelers, total cost
• Assigned Resources — Guide, vehicle, pickup details
• Day-by-Day Breakdown — Click any day to expand services
• Inclusions & Exclusions
• Expenses — Costs logged against this itinerary
• Profit & Loss — Revenue vs. costs breakdown

Itinerary Actions

Assigning Resources

On the itinerary detail page, you can assign:

• A Guide from your guides database (with language spoken, daily rate)
• A Vehicle from your transportation database
• Pickup location and pickup time