The Preview tab lets you see exactly how your itinerary will appear to travellers before you share it, and make changes to the layout, content, and branding without leaving the page.

Customise itinerary display

When you create a new itinerary, it inherits your organisation's default display settings. You can override these for individual itineraries by clicking the Edit icon on the hero image in the top right corner of the Preview tab. This opens the Customise itinerary display dialog.

From the dialog you can adjust the following.

Itinerary header: Switch between a dark and light theme to suit the hero image you have selected.
Icons: Show or hide icons to change the look of your itinerary.
Itinerary logo: Replace your standard logo with a different one for this itinerary.
Itinerary hero image: Add a unique hero image to display at the top of the itinerary.
PDF cover image: Add an A4 cover image to display as the first page of your PDF export.

Add a logo to your itinerary

1. In the dialog, go to Itinerary logo and click the Edit icon.
2. Select or upload an image from the Media library.
3. Click Save.

Add a hero image or PDF cover image

1. In the dialog, go to Itinerary hero image or PDF cover image and click the Edit icon.
2. Click Add hero image and select an image from the Media library.
3. Click Save.

We recommend a minimum size of 2200×1000 px for hero images and 2480×3508 px for PDF cover images.

Add your organisation's logo

1. Click the image icon to open the Media library and select an image.
2. The image will be cropped automatically to fit the logo area.
3. To replace or remove the logo, click the three dots above the image.

Co-branding

If you are working with another agency, you can display their logo alongside yours. Follow the same steps above to add a second logo to the page.

Only you, as the agent, can add or remove images. Travellers cannot edit the hero image, terms and conditions, or branding.

Itinerary introduction

The introduction section appears below the hero image and above the journey outline. Use it to add context or a personal message before the day-by-day content begins.

Create a new introduction

1. On the Preview tab, directly below the hero image, click Add introduction.
2. Select Create introduction.
3. In the dialog, add content to the Title, Description, and Image fields.
4. To save the introduction to your Resource library for future use, tick Save as information resource to resource library. You can add tags before saving to make it easier to find later. The tag "introduction" is added automatically.
5. Click Save to add the introduction, or Back to cancel.

Use an existing introduction

1. On the Preview tab, directly below the hero image, click Add introduction.
2. Enter the title or a tag in the search field and click Search.
3. Select the information resource from the results.
4. Make any changes needed. Changes made here apply to this itinerary only and are not saved back to the Resource library.
5. Click Save to add the introduction, or Back to cancel.

Once saved, you can edit the introduction at any time by clicking the Edit icon, or remove it by clicking the Trash icon.

Itinerary introductions are not copied when you duplicate an itinerary. You will need to add the introduction manually to each new itinerary.

Maps

The Maps section displays a map of your journey with pinpoints on the locations of accommodation, activity, and transportation suppliers. To enable it, go to Setup, click Map type, and select either Show all services on map or Show only accommodation services on map.

Hover over a city in the map section to view its location. Use the zoom controls to navigate.

Note: Maps are available on Pro and Premium plans only.

Outline

The Outline section gives travellers a compact, single-line summary of each booking. When sharing the itinerary, you can choose whether to show or hide the outline.

Postcard vs Final templates

1. Postcard is a visual, card-based layout with 7 display options per item/service — ideal for proposals.
   
2. Final is a detailed list view where each item expands to show dates, times, options, and descriptions — better for confirmed itineraries.

New itineraries default to Postcard. You can change the layout to Final on the itinerary Setup page or on the Preview page (Preview > options menu (top right) > Customise display).

Note: Fees & Insurance item will not display in the Proposed Itinerary section.

For more information on how to change the layout of individual items, please see change postcard layout.

Footer

Edit your terms and conditions

1. Click the Edit icon next to Terms and conditions at the bottom of the Booking process section.
2. On the Terms and conditions page, click the Edit icon.
3. Replace the default text with your own.
4. Click outside the text box to save.

Agent details

The first name, last name, email address, and phone number of the agent who created the itinerary appear in this section automatically.