Building Itineraries

This article will guide you through building an itinerary.

Adding items

The next step after you name your itinerary and choose the travel dates in the Create section of the itinerary is to navigate to the Build tab to start adding items to each travel day. 

  1. Navigate to any date in the itinerary, and click the + sign
  2. Choose the type of item you’d like to add: Accommodation, Activities (includes Activity, Golf, Guide & Meal product types), Transportation, Fees & Insurance or Destination Information
  3. After selecting the type, start typing the supplier name in the search bar.  A list of suppliers in your database that match your search term will be displayed.                           

Adding a supplier to the itinerary

  1. Select a supplier from the search results
  2. Once selected, the products offered by the supplier will be listed. For example, the products for an accommodation supplier could include a Standard Room, a Deluxe Room, a Luxury Room, a Honeymoon Suite and so on. 
  3. Select a product to view the options available. For example, the options for an accommodation product could include Single, Double, Twin or Triple. You can select more than one option to add to this item.
  4. The quantity can be increased using the + button.
  5. Click Next. 

Here is an example of adding bookings to the itinerary. Selecting the supplier The Louise lets you choose the product Stonewell Suite and add a Double room as the option. 

  1. Finalise the Check-in and the Check-out dates and times. The number of nights that the service is booked for will display alongside the option name.  
  2. Click the green tick sign to add the item to the Build tab, or add additional products as add-ons following the steps below. 

Adding and managing Add-ons

The Manage add-ons button allows you to easily add additional products from the same supplier to your itinerary. The different products offered as an add-on varies depending on the type of product you have initially added. For example, an Accommodation product may have a Buffet breakfast (Meal) as an add-on, while a Rental Car may have Snow chains or GPS available (Extra). To know more about addons, read When is a product considered an Add-on?

  1. Click the Manage add-ons button
  2. A list of available add-ons for the supplier will be displayed, by Product type. 
  3. Select a product, then option from the list. You can select more than one option to add to this item.
  4. The quantity can be increased using the + button.
  5. If the product for which the add-on is selected ranges more than one day (e.g. accommodation), you can select which day/s the add-on will be used.

In the earlier example, after choosing the Check in and Check out details, select the Activity The most Brilliant Blend Tour as the add-on. Selecting Adult as the Option allows you to pick a date when the Add-on will be applied. The new Calendar feature offers 2 ways to select dates. You can choose to book the Add-on on intermittent dates with the Multi-select option or you could book it for the duration of your stay with the Date range option which allows you to select a series of consecutive dates.  If the Add-on has predefined times loaded at the product level, these will be available to select from the Time drop-down. Or, enter a custom time.

  1. Click Select. The Add-on will be displayed below the option.

Tips for adding different Product Types

  • Destination Information allows you to add non-bookable items such as Overview, Directions, Free Time, Explore or Information to your itinerary. These items don’t have any price associated with them but allow you to display a destination overview, a description of a journey or an afternoon at leisure on the traveller’s proposal.
  • Fees & Insurance. You can add your own organisation as a supplier, and create products such as credit card fee, booking fee and administration fee.

Editing or Deleting Bookings

Additional Bookings are added by clicking  + sign next to the existing bookings. Bookings added can be edited or deleted once you include it in the itinerary. 

  1. Click the booking added to the itinerary. 
  2. Make adjustments to dates, times or add-ons.
  3. You can click the hide option to control the visibility settings of each postcard appearing on the proposal / final view of the itinerary. 
    • Note: Hiding postcards is feature that allows you to prevent a postcard from being shown on the final itinerary. As such the Fees and Insurance items are hidden by default. The feature lets you hide the postcard on the final itinerary to conceal it from the traveller.

  1. Click the green tick to confirm the changes. If you have made a change in date, the item will now be displayed on the new date in the Build tab. 
  2. To delete an item, click the trash icon. Once removed, the booking will no longer appear on the Build tab.

As seen in the earlier example, booking the accommodation supplier for more than a day displays the booking in the Build tab in grey. Refer to the screenshot below.

The hotel The Louise is booked for 2 nights. The booking for the second night appears in grey indicating that it is part of a single booking and that there isn’t a booking with the same name the next day.

Once the itinerary is built, move onto Itinerary Pricing.