Resources & Documents
Resources
Manage your operational contacts: guides, vehicles, hotels, restaurants, attractions, and airport staff.
Guides
Go to Resources (or Rates > Guides) to manage your guides:
- Name, phone, email
- Languages spoken
- Specialties (e.g., Egyptology, adventure tours)
- Certifications
- Daily and hourly rates
- Availability
Guides management page showing guide profiles with languages, rates, and availability
Transportation
Manage transport suppliers:
- Company name
- Vehicle types available
- Driver information
- Contact details
Other Resources
- Hotels — Property contacts and details
- Restaurants — Restaurant information for meal bookings
- Attractions — Contact info for attractions and sites
- Airport Staff — Personnel for airport services
Screenshot: Resources overview page with tabs for Guides, Vehicles, Hotels, Restaurants, Attractions
Documents
Generate and manage professional documents for your travel business.
Document Types
| Document | Purpose |
|---|---|
| Itinerary PDF | Day-by-day trip plan to send to clients |
| Invoice PDF | Professional billing document |
| Contract | Booking agreement with terms and conditions |
| Receipt | Payment confirmation |
| Supplier Documents | Vouchers and confirmations for suppliers |
Generating Documents
Most documents are generated from within other pages:
- Itinerary PDF — From the itinerary detail page, click Download PDF
- Invoice PDF — From the invoice page, click Download PDF
- Contract — From the itinerary, click Generate Documents
PDFs are generated in your browser — no waiting for server processing. You can also go to Documents in the sidebar to see all generated documents in one place.
Documents page showing list of generated PDFs, contracts, and receipts with download buttons
Content Library
Store and reuse frequently used content:
- Tour descriptions — Reusable descriptions for popular destinations
- Email templates — Pre-written emails for common scenarios
- Itinerary text blocks — Standard day descriptions you use repeatedly
- AI Prompts — Custom prompts for generating content
- Writing Rules — Style guidelines so AI-generated content matches your brand voice
Using the Content Library
- Go to Content Library in the sidebar
- Browse or search for content
- Click to view or edit
- Copy content into itineraries, emails, or other documents