How to set the defaults

1. Go to Organisation > Customise.
2. Find the Itinerary defaults panel and click the edit icon next to Export settings.
3. Adjust the toggles in the dialog to match your preferred defaults.
4. Click Save.

These defaults pre-fill the export dialog each time a user exports an itinerary, so they do not need to configure settings from scratch on every export.

What can I configure?

A long list of toggles control what appears in an exported itinerary. These cover itinerary metadata, visual elements such as icons, maps, and images, descriptive content, supplier information, pricing, and document formatting. Some options, including supplier names and item details, offer a Custom setting for per-item control.

When do the defaults apply?

The defaults apply to new itineraries on their first export. Once a user adjusts the export settings for a specific itinerary, those personalised settings are remembered for all future exports of that same itinerary.

Itineraries created before 29 April 2026 will use system defaults rather than your organisation's configured preferences.

Can individual users override the defaults?

Yes. Users can adjust export settings at any time from the export dialog. Their changes apply to that itinerary only and do not affect the organisation-wide defaults.