Itineraries

The itineraries module is where most of your day-to-day work happens. Once your content library and rate cards are populated, you build trips here, price them, and send them to clients.

What's in this section

• Building an itinerary. Day-by-day construction, AI assistance, drag-and-drop, the activity modal.
• Pricing an itinerary. How the pricing tab works, line overrides, margins.
• Proposals. Publishing, themes, branding, PDF export.
• Sharing. Public links, password protection, expiry.
• Collaboration. Comments, tagging, real-time editing.

The itineraries list

Open Itineraries from the sidebar to see all trips. You can:

• Search by client name, trip name, or destination.
• Filter by status (draft, sent, accepted, declined, archived) and date range.
• Sort by departure date, value, or last-updated.
• Bulk archive trips that are done.

The list also shows status indicators:

• Eye icon — proposal has been viewed by the client (hover for view count and last-viewed time).
• Speech bubble — client has left comments.
• Green check — proposal accepted.
• Red X — proposal declined.

Creating a new itinerary

Three ways:

1. Blank. Click New itinerary and start from scratch.
2. From a tour template. Pick from your tours and the days pre-populate.
3. Clone an existing trip. Right-click any itinerary in the list and choose Duplicate. Useful for repeat business or "build me one like the Smith trip" enquiries.

Status lifecycle

• Draft. Default. Editable, not yet sent.
• Sent. A proposal has been published and a link shared. Editable but the published version stays frozen until you republish.
• Accepted. Client clicked accept. Pricing is locked; further edits require unlocking.
• Declined. Client clicked decline. Read-only.
• Archived. Removed from default views. Still searchable.

Statuses move automatically based on client actions, but you can override them manually if needed.