Itinerary Setup

How to create an itinerary 

---

Overview

It's time to get down to business and get started on the itinerary build process! In this article we're going to cover through the intiial setup of an itinerary and how to add collaborators - travellers, agencies and colleagues. 

Step-by-step

1. Once you've logged into Tourwriter. Click on 'Itineraries'.

2. Click on 'Create an itinerary'.

3. This will open up a new itinerary. 

Enter the setup detail including Itinerary name, start date and end date. 

Top tip: It's a good idea to use a naming convention for your itineraries. This could be something like [itinerary name] - [customer last name] i.e. South Island Winter Escape - Parker Family.

4. Select your map type. Tourwriter uses a Google Maps integration to show services plotted on google maps in the itinerary 'Preview' tab and when you share the itinerary with your customer.

Select the dropdown arrow next to 'Map type' and 3 options will appear:

Show all services on map 

Show only accommodation services on map

Hide map

This is what the map looks like in the itinerary 'Preview' tab if you have selected 'Show all services on map'.

5. Click 'Save'.

A series of new options will now be available under the 'Setup' tab, scroll down to view these. 

Internal references

Add an internal reference. Learn more about internal references.

Tags

Tags make it easier to search for itineraries in both the global search and the itineraries search. You may want to search for an itinerary to get inspiration for other customers, or to duplicate it. 

Tags: General tags e.g. what type of customer the itinerary is for - honeymoon, family, 4-person, couple

Location Tags: Tag the country or cities that you may want to search by 

Contributors

Add contributors to your itinerary. Learn more about contributors. 

Agency 

If you're building the itinerary for an agent you can add in the agent details to the itinerary. The agent must be in your 'Contacts' to be able to add them to an itinerary. 

1. Click 'Add agency'.

2. Search for the agency or agent.

3. Click 'Save'.

4. The contact/agency contact you've added will now show on the itinerary 'Setup' tab. 

Traveller

1. Add the individualtravellers to your itinerary any stage through the build process. Click here to learn more about adding travellers. 

2. You can also add the total number of travellers in an itinerary (this is not automatically calculated and must be manually entered).

• Related Articles

• Itinerary Workspace Overview

  An overview of the itinerary workspace area Overview Click here to see an interactive product tour of the itinerary workspace area.

• Adding an item to your itinerary

  How to add an item to your itinerary Click here to view an interactive product tour of how to add an item to your itinerary

• Add a traveller to your itinerary

  How to add a traveller to an itinerary Overview You can add the travellers to your itinerary at any stage of the build process. Adding the travellers to an itinerary enables you to easily share the itinerary directly with the traveller using the ...

• Add a contributor your itinerary

  How to add a contributor to your itinerary Overview An Agent (non-Admin user) only has access to the itineraries that they have created. Adding a Contributor (a colleague/Agent user) to an itinerary makes the itinerary accessible under that Agent's ...

• Add an internal reference to your itinerary

  Learn about our internal reference feature and how to add an internal reference to your itinerary Overview What are Internal References? Internal references serve as unique labels within the itinerary builder, specifically designed to streamline your ...