Building Itineraries

The Build tab is where the magic happens - build your traveller's dream itinerary from your supplier and resource libraries.

Adding services to an itinerary

After creating an itinerary, open the Build tab to begin adding services:

Click the + icon on the date you want to add to.
Search for a service by typing a supplier or product name, or use the filters to narrow your results.
Select the product you want to add.
Adjust quantities, room types, check-in and check-out times as needed.
Click Add to confirm.

To remove all items from a day at once, click on the day and select the Clear day option.

Note: The search defaults to the Service tab. To add a Resource item (information), switch to the Resource sub-tab.

Advanced search for services

Use the advanced search to filter your results by:

Supplier or product name
Product type
Pricing range
Industry rating

Set your filters, click Search, then select the products you want. You can view available options (such as room types), adjust quantities, and enter check-in and check-out times directly from the search results.

Use the Private Note field to add a personal message that syncs with the Edit Booking page. This note is not visible to the client.

Setting the display option

When you add multiple product options to a service, you can choose which option appears on the postcard and in the preview.

Use the drop-down selector on the service to set your preferred display option.

Searching by location

You can assign, update, or remove a location from any service directly in the Build tab.

To assign an existing location, click the location field and search for it.
To add a new custom location, click the location field and select Add new.
To remove a location, click the location field and clear it.

Managing services in your itinerary

Once services are added, you can rearrange and edit them without leaving the Build tab.

Moving services between days: drag an individual service to a different day. The booking cycle for that service must be inactive before you can drag it.

Reordering days: drag an entire day to change the order of days in the itinerary.

Adding or removing days: use the options at the start or end of the itinerary to add or remove days.

Renaming products or options: click the product or option name to edit it inline.

Reordering services within a day: drag services up or down within a day to change their display order. Manual ordering takes precedence over the start time display order.

Products vs add-ons

A product matches the supplier type (for example, a hotel room from an accommodation supplier). An add-on has a different product type from the supplier (for example, a transfer added to an accommodation booking).

To manage add-ons when adding a service:

Click Manage add-ons in the service panel.
Select the add-on products you want to include.
Set the relevant dates and times.

Editing and deleting services

To edit a service already added to your itinerary, click on it to open the service panel. From here you can:

Update dates and times
Modify add-ons
View supplier rates
Control the service's visibility on the client-facing document

To delete a service, click the bin icon on the service.

Note: Fees and Insurance items are hidden by default in the Build tab. You can make them visible through the visibility settings on each item.

--
If you need help, please contact our Support team via email (support@tourwriter.com) or live chat.