Itineraries

Itineraries are the day-by-day plans for a trip. A booking can have multiple itineraries (e.g. Standard vs Premium variants), with one set as the active itinerary at any time. That's the version shown on the customer portal and used for finance and reporting.

An itinerary is a tree of days, each containing a sequence of content blocks.

Block types

Content blocks fall into a few categories:

• Catalogue items: Hotels, excursions, transfers, meals, flights, and other products pulled from your Catalogue. Catalogue blocks bring along supplier links, pricing, and cost information.
• Day templates: A pre-built day plan inserted as a block. Day templates expand into their constituent blocks when added, which you can then edit.
• Text blocks: Free-text descriptions, intro paragraphs, or special instructions. Support rich-text formatting.
• Activity / data blocks: Lightweight structured blocks for activities, notes, or place references that don't justify a full catalogue item.

The itinerary editor

The editor shows the active itinerary day-by-day. For each day you can:

• Add a block: Choose a catalogue item, a day template, or a free-text/activity block.
• Reorder blocks: Drag and drop within a day.
• Reorder days: Drag and drop in the day list.
• Duplicate a day or block: Useful when several days are similar.
• Set the day's place: The primary location for that day. Used in maps, the portal, and reports.
• Edit a block's details: Quantity, pricing override, supplier note, customer description, etc.

Multiple itineraries on a booking

Useful when you want to offer the customer a choice (e.g. Economy vs Luxury) or track significant changes over time. Each itinerary has:

• A name (e.g. "Premium option", "v2 after change request").
• A status (draft, sent, accepted, archived).
• A marker showing whether it's the active itinerary.

Only the active itinerary contributes to the booking's pricing summary and is shown on the customer portal.

Pricing and cost

Each catalogue block carries cost and price information. The itinerary rolls these up into:

• Total customer price: The amount the customer pays (sum of block prices).
• Total supplier cost: Sum of supplier costs.
• Margin: Price minus cost.

You can override prices and costs on individual blocks to handle bespoke negotiations.

Using day templates and packages

Day templates are reusable single-day plans (e.g. "Standard Cairo arrival day"). Packages are multi-day plans you can drop in to seed a whole itinerary. Both speed up itinerary building and keep formatting consistent.

Customer-facing content

Each block can have a separate customer-facing description and image. The internal name (used in supplier comms and reports) and the customer-facing description (used on the portal and in documents) are kept separately so you can talk to customers and operations differently.

The customer portal

Once the itinerary is ready, share it with the customer via the Customer Portal. The portal shows the active itinerary, including day descriptions, images, places, and any attached files.

Permissions

Editing itineraries requires permission to manage itineraries. Other roles get read-only access via the booking detail page.