What is the difference between postcard and final template?
Postcard is a visual, card-based layout with 7 display options per item/service — ideal for proposals.
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).
Related Articles
Preview your itinerary (Final template)
The Preview tab allows you to preview and customise the itinerary presentation before sharing it with your customers. Customise itinerary display When creating a new itinerary it will have your organisations default display settings. These can be ...
Preview your Itinerary (Postcard template)
The Preview tab allows you to preview and customise the presentation before sharing it with your customers. Users have the option to Customise itinerary display via the share settings and also change the postcard layout using the Edit item Change ...
Change postcard layout
Every Product type has a default display setting that determines the postcard layout when sharing with you travellers. To override the default setting you can override this using the Change layout function. Change layout To override the default ...
Manage your your tasks template list in Organisation
In your Organisation settings, you can create routine admin or sales tasks as a predefined task list. It allows you to create a templated list of consecutive tasks for a certain task flow that you can add to individual itineraries. Create a task list ...
How to import supplier rates using the CSV export template
Users can import future rates for a Supplier if the supplier already has rates loaded for Products with Options. When importing rates they are mapped to existing products and options using the ProductID and OptionID. The import requires a template ...