Sharing an Itinerary

To share an itinerary navigate to the itinerary you wish to share and click the Share button on top right corner.

The itinerary will display as Postcard itinerary template by default. To change the itinerary template to Final, navigate to the Itinerary>Setup tab and select Final from the Itinerary template drop down. Navigate back to the Preview tab and the itinerary will now display using Final display settings.

Before you send an itinerary to your traveller, make sure you have:

  1. Added a hero image
  2. Applied your organisation’s logo
  3. Updated your Footer information along with the terms & conditions
  4. Added at least one traveller to the Setup tab, in case you are sharing the itinerary Privately

When you’re ready to share your itinerary with your traveller/s, click Share in the top-right corner. This will give following options.

  • Share Privately
  • Share Publicly

Sharing the Itinerary Privately

When you choose to share the itinerary privately, you can include a personalised message to send to the traveller/s. The Share Privately option lets you share the itinerary only when a traveller has been added.

  1. Head to the Setup tab to add one or more travellers.
  2. When done, click Share to send the itinerary privately. The following message appears in the Share Privately subtab when there are no traveller/s added to the itinerary: You must add at least one traveller before you can send this itinerary”
  3. Select the travellers you want to share the itinerary with.

Note: The traveller/s receiving the itinerary via private sharing are asked to create a traveller login and password. They can leave comments on the itinerary.

  1. Enter an optional message for the traveller in the Add a message field.
  2. Under Manage visibility settings, select the required fields to Hide/Show the respective information.
  3. If you just click Save button, only the Hide/Show fields in Manage visibility settings will be saved, but the Itinerary will not be shared with Traveller.
  4. Click Save and send to save the Manage visibility settings fields and share the Itinerary privately with Traveller.

After successful submission, the following confirmation message appears on your screen.

Congratulations! Your itinerary has been successfully shared

The traveller/s will receive an automated email from that includes your message. Additionally, they receive the itinerary link along with the instructions to set up a traveller account.

Note: If the traveller is unable to view the itinerary after logging in, request them to switch to one of the following web browsers: Mozilla Firefox, Safari or Google Chrome.

Sharing the Itinerary Publicly

Sharing the itinerary publicly generates a hyperlink that can be passed on to traveller/s or anyone wanting to access the itinerary.

To activate a shareable link, follow the steps below:

  1. Click Share-> Share Publicly and enable the Turn on link sharing toggle button. Enabling the toggle button generates a sharable link.
  2. Click COPY LINK to copy the hyperlink to clipboard. The hyperlink is now ready to be pasted.
  3. Under Manage visibility settings, select the required fields to Hide/Show the respective information.
  4. Click Save to save the  Hide/Show fields in Manage visibility settings.

Note: To avoid breaches in traveller privacy regulations, we recommend leaving all visibility settings hidden. This also holds true when you are not sure who may end up accessing the itinerary link after subsequent shares.

  1. Reload the itinerary URL to refresh the visibility settings. Changes to the visibility settings are applied in real-time. Therefore, if you modify the visibility settings and Save after sharing the link, the recipient will see the recently updated visibility settings.
  2. Deactivate link sharing by disabling the Turn off link sharing toggle button. Accessing a deactivated itinerary link displays the following message:

There’s been a change to your access
         The itinerary you are trying to view is no longer available via this link.

You can reactivate or deactivate link sharing any time.