Itineraries

Viewing Itineraries

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

• Total — All itineraries, regardless of status
• 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. Each row also has an inline status dropdown, so you can change an itinerary's status directly from the list.

Itineraries list page with six status cards, search bar, and inline status dropdowns

Creating a New Itinerary

1. Click New Itinerary
2. Fill in:
   • Trip Name (required, e.g., “6-Day Egypt Private Tour”)
   • Client Name (required)
   • Start Date and End Date (required — total days calculated automatically)
   • Adults
   • Children (0–50)
   • Currency (EUR, USD, or GBP)
3. Click Create Itinerary

New itinerary form with trip name, client name, dates, adults, children, and currency

Editing an Itinerary

From the itinerary detail page, click the Edit button (pencil icon). The editor shows a workflow status bar across the top — AI Generated → Edit Content → Calculate Pricing → Download PDF — so you always know which step the itinerary is at. (The pricing step's button is labeled Price in Grid.)

Working with Days

• Each day has a city, title (e.g., “Arrival in Cairo”), and description
• Set the overnight city (where the client sleeps)
• Reorder days by drag and drop — use the “Drag to reorder” handle on each day card

Adding Services to Each Day

1. Click Add Service under any day
2. Choose the type: Hotel, Guide, Transportation, Entrance Fee, Meal, Activity, Tips, or other
3. Enter the service name, quantity, and rates

Itinerary editor showing the workflow status bar, draggable day cards, and the Price in Grid button

Pricing the Itinerary

Click Price in Grid to open the itinerary in the pricing grid, where every service is matched to your rate tables and the quote recalculates live. See B2C Pricing for the full flow.

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
• Expenses — Costs logged against this itinerary
• Profit & Loss — Revenue vs. costs breakdown

The detail page also has an Auto / Manual cost mode toggle. In Auto mode, costs come from the pricing calculation. Switch to Manual to edit each service's cost inline, right on the detail page.

Itinerary detail page with client info, trip summary, and day-by-day breakdown

Itinerary Actions

The action bar at the top of the detail page offers:

Sharing with the Client

The Share action generates a private, token-protected web page for the itinerary — a link like /share/<token> that you can send to the client instead of (or alongside) a PDF:

• Branded — The page carries your logo and brand colors
• Client-safe — Shows the client total only, never your costs or margin
• Always current — The page always shows the latest version of the itinerary, so edits appear without re-sending
• Tracked — You see the view count and when the client last viewed it
• Revocable — Disable the link at any time to cut off access

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