Preview your Itinerary (Postcard template)

The Preview tab allows you to preview and customise the presentation before sharing it with your customers. Users have the option to Customise itinerary display via the share settings and also change the postcard layout using the Edit item Change Layout function.

Customise itinerary display

When creating a new itinerary it will inherit your organisations default display settings.  These can be overridden for individual itineraries via the Customise itinerary display dialog accessed via the edit icon on the itinerary hero image (top right corner).

After clicking the Edit icon to access the dialog you can customise:

• Itinerary header – Adjust the header between Dark and Light theme to best match the image you have selected.
• Icons – Either show or hide Icons to change the look of your itinerary.
• Itinerary logo – Replace your standard Logo with another for a particular itinerary.
• Itinerary hero image – Add a unique hero image to display at the beginning of the itinerary.
• PDF cover image – Add an A4 cover image to display as Page 1 of your PDF itinerary export.

Adding a Logo to an Itinerary

1. Access the Itinerary logo menu and select the Edit icon to select or add an image from the Media library.
2. Click Save and the new image will display.

Adding a Itinerary hero image or PDF cover image 

1. Access the Itinerary hero image or PDF cover image section of the dialog and select the Edit icon to select or add an image from the Media library. 
2. Click Add hero image to choose an image from the Media Library. The library displays all your images from the Media library.

Tip: We recommend an image size of 2200×1000 pixels for Hero images and PDF itinerary image should be at least 2480×3508 pixels.

Itinerary introduction

This section adds an introduction section for those customers who wish to add an introduction to the itinerary postcard that is distinct from the day by day itinerary postcards. The Itinerary introduction section will display below the Hero image and above the Journey outline.

Create new Introduction

1. On the itinerary Preview, directly below the Hero image, click Add introduction button.
2. Select Create introduction
3. The Itinerary introduction dialog will open.
4. Add your desired content in the Title, Description and Image fields.
5. Select Save as information resource to resource library to Save it in the Resource library for future use. You can also add tags before saving, which can be used to search the Information resource easily. System automatically adds the tag introduction.
6. Click Save to add the section to the Preview or Back to to cancel.

Use existing Introduction

Existing Information resource from the Resource library can be used as Introduction for an Itinerary.

1. On the itinerary Preview, directly below the Hero image, click Add introduction button.
2. Enter the Information resource Title or the tag in the Search text field
3. Click the Search button
4. Select the required Information resource from the Result.
5. Make any changes if required. (The changes you make here will not be saved in the Resource library but are specific to this Itinerary only)
6. Click Save to add the section to the Preview or Back to to cancel.

Note:

• Once saved the Introduction section can be edited later by clicking the Edit icon or deleted by clicking the Trash icon.
• Itinerary Introduction does not get copied over when you Duplicate an Itinerary. Itinerary Introduction needs to be added manually to an Itinerary.

Maps

This section displays a map of your journey if Maps are enabled for the itinerary. The map pinpoints are situated on the location of the Accommodation, Activity and Transportation suppliers. 

Note: Maps are only available on both: Expert and Premium plans.

• Map type in Itinerary Setup will default to Hide map.
• To enable map go to itinerary Setup click Map type and select either Show all services on map or Show only accommodation services on map
• Hover over the city detailed in the Itinerary Preview-> Map section to view its location on the map.
• Zoom-in and zoom-out of the map using the buttons.

Outline

The Itinerary outline is a sneak peek of the itinerary and lists a compact view of bookings in a single line. When sharing the itinerary with travellers the User can decide whether to Hide/Share the Outline.

Proposed itinerary

A description of all the bookings will display in this section.

• Images in this section default to those that are preloaded at the Supplier/Product level. Items that do not have any images set will show with a placeholder reminding you to add an image.
• Images can be added or edited for an item by clicking Edit Images in the options menu.
• The placeholder will not be shown when the itinerary is shared privately or publicly.  
• Click Read more to view the item description, the booking start & the end date, the start & the end time, and the Supplier website.
• Chat with the itinerary Collaborators in the Comments section. The Comment option allows you to mark a comment completed by clicking Mark as done. Unread comments are shown in yellow.

The slide presentation view

You can add five images to an item description and view the item card as a slide presentation. If you have preloaded images in the Media section of the Supplier and Product, one each from the Supplier and Product will carry across to the itinerary preview. You will have to manually add the three more images from the Itinerary Preview

1. Select the Option menu (pencil) in the top right corner of the item card and choose Edit images.
2. This directs you to your Media library. Select the images to display as item pictures.
3. You can highlight an image and click another from the library to replace it.

Note:

• The image on the left will be the first one appearing on the slide presentation.
• When you export the preview to PDF, only the first image is exported.

Additional details

The Additional details section lets you add branding and co-branding, displays itinerary pricing, and lets you design the itinerary footer.

Co-branding

If you’re working with another agent, you can co-brand your itinerary with their logo by following the steps below:

1. Click the plus icon under Created in association with (at the bottom of the itinerary preview) to open the Media library.
2. Choose an image that you wish to add as your co-branding logo. The images that you upload will automatically be cropped to appear as a logo.
3. You may replace or remove the logo through the option menu (three vertical dots on the top of the image).

Note: The ability to add and delete images is only available to you, the agent. The traveller will not be able to edit or change the Hero images, terms & conditions or branding.

Itinerary Pricing

Your itinerary pricing displays in the Additional details section. The pricing categories displayed here depend on the Pricing Display options selected in the Pricing page.

• If you have selected all three options, namely Total price, Itemised pricing and Price per traveller, they display at the bottom of the itinerary.
• The itemised pricing initially remains contracted, hiding the pricing per booking. Click the Itemised pricing label to expand the pricing for each booking.
• You can toggle between the Total price and Price per traveller by selecting the relevant option.

The preview rules for postcard

The Postcard template displays items on the itinerary according to the following rules.

• Fees & Insurance item will not display in the Proposed Itinerary section.
• A Destination Information type item does not offer the Read more or the Comments option.

Note: To learn how to edit your Tourwriter Itinerary Footer and thus co-brand your itinerary by customising the Terms & Conditions, refer to the Adding branding and supplementary itinerary information article.