Creating Itineraries

This article will help you understand how to create a new itinerary. Once you log in, you will see the Itinerary List page which will show all the itineraries created by you and your organisation. 

Itinerary list view

The Itinerary list view displays all your itineraries. On the navigation bar select Itineraries to access the Itineraries list view. The default view is to display all itineraries which is showcased by the All column displaying in bold. You can filter your itineraries by Proposals, Accepted itineraries, Finals or Alerts. Selecting either of the filter option limits your itinerary view just by that category. You can further search an itinerary by its name. Click on Search and type the itinerary title (or one or more words within the itinerary title) in the Search field.

Alerts count

Apart from itinerary statuses, you can also filter itineraries by Alert counts. If an itinerary is not confirmed 14 days before its start date, the itinerary is marked inactive. Filtering itineraries by alert counts displays inactive and to-be inactive itineraries along with their count. An itinerary is highlighted by an orange alert symbol if the itinerary will be inactive 28 days before the itinerary start date. And is highlighted by a red alert symbol, and subsequently becomes inactive, 14 days before the itinerary start date. The itinerary will be grayed out and messaging informing you that this itinerary is inactive will show when attempting to access the itinerary.   

Creating new itinerary

A new itinerary is created by clicking the  Create itinerary button in the top right corner. You are then directed to a new Create itinerary page. 

  1. Enter an Itinerary title.
  2. Add a Start date and an End date to your itinerary. This will establish the travel duration. 
  3. Once you have added the Itinerary title and chosen the travel dates, click Next for additional options. 

Tip: The Itinerary title will appear in the proposal itinerary that is sent to your travellers, and as such we recommend that you choose a title that you are happy to share with them, e.g. John and Joan McLean’s Italian Escape

Note: If you wish to move the itinerary dates after establishing the itinerary duration, ensure the Automatically move end date checkbox is ticked to retain the itinerary duration, as shown below.

Adding an Intermediary

Minim lets you sell an itinerary Business to Business (B2B). You can share the itinerary with an Intermediary. To read more on different Minim user categories, refer to the  Collaborating on an itinerary.

To add an Intermediary:

  1. Enable the Is your Itinerary for an Intermediary? toggle option to share the itinerary with an Intermediary.
  2. Enter user details. Entering an existing user from the Organisation section displays the user as a drop-down option.
  3. Once added, share the itinerary by sending an invitation.  
  4. To delete the added intermediary, click the Delete icon. 

Note: Deleting the Agent will not remove the contact from the Organisation area.

Adding Contributors

To add Contributors to your itinerary:

  1. Click Add contributor to open the Contributor workspace. 
  2. Enter an existing user’s name to add them as a Contributor.
  3. You can enable a list of permissions for the Contributor. To know more about the permissions available for the Contributor, see Agent Permissions in the Collaborating on an itinerary article.
  4. The Itinerary builder permission presents an additional Edit option. Choose the Multi-select option to choose specific dates when the Contributor can modify the items in the Build area, or select a Date range. 

Note:- The calendar displays dates up to the itinerary end date. The Edit permission for the Itinerary builder restricts the Contributor’s access to edit the items till the itinerary end date.

    1.  Click Save contact after you configure permissions for the Contributor.

Adding Travellers

  1. Click the Add traveller button to open a new window. 
  2. Add the traveller’s first name, last name and email address. Once saved, the details will appear under the Travellers section. 

Adding Notes

The Notes section can be used to include additional travel information including the travellers’ likes and dislikes. These notes are for your own use (i.e. private) and are not published on the proposal itinerary.

Now that you have added the initial information to your itinerary, move on to Building your itinerary