The Export settings section lets you set organisation-wide defaults for what appears when a team member exports an itinerary to PDF or Word. These defaults pre-fill the export dialog each time, saving time and ensuring a consistent output across your organisation.
How to update the default export settings
- Go to Organisation → Customise.
- In the Itinerary defaults panel, find the Export settings row and click the Edit (pencil) icon.
- The Edit default export settings dialog opens. Adjust the toggles as needed.
- Click Save
When do these defaults apply?
Saved defaults are used the first time a user opens the export dialog for a new itinerary. Once they export, any changes they made to the toggles are saved to that itinerary — so the next time they export the same itinerary, their last-used settings are pre-filled automatically.
Note: Itineraries created before 29 April 2026 will use the system default instead of the Org defaults.
Available toggles
Each toggle controls a specific section or element visible on a shared itinerary. The options for each toggle are noted in the table below.
| Toggle | Options | What it includes or excludes |
|---|---|---|
| Itinerary ID | Show / Hide | The itinerary reference ID |
| Itinerary dates | Show / Hide | The trip date range shown on the first page, under the itinerary title |
| Icons | Show / Hide | Category icons throughout the itinerary. This toggle is hidden for Word and GDoc exports, which do not support icons. |
| Map | Show / Hide | The overview map |
| Outline | Show / Hide | The itinerary outline section |
| Descriptions | Show / Hide | Text descriptions for each item |
| Supplier names | Custom / Show / Hide | Supplier names only. Use Custom to control visibility per supplier. |
| Supplier details | Custom / Show / Hide | This toggle controls supplier address, phone numbers and website. |
| Item images | Show / Hide | Images on individual items |
| Item details | Custom / Show / Hide | Confirmation numbers, check-in instructions, notes to traveller, cancellation policies, inclusions, amenities, and flight numbers. |
| Item dates | Show / Hide | Dates on the Map, Outline, Day-by-day, and Inclusions sections |
| Item times | Show / Hide | Times on the Outline and Day-by-day sections |
| Pricing | Show / Hide | The pricing section (contents depend on your pricing display options) |
| Payments timeline | Show / Hide | The payments timeline section |
| Terms and conditions | Show / Hide | The terms and conditions section |
| Owner details | Show / Hide | The agent's name and profile picture |
| Additional details | Show / Hide | Organisation name (from the brand) and any additional footer fields |
| Page footer | Show / Hide | The footer that appears on each page of the export |
| Start each day on a new page | Enable / Disable | Whether each day begins on a new page in the exported document |