Overview

Using our itinerary builder, you can build an elegant itinerary to keep your clients informed during their travels. Each itinerary features a trip overview, day-by-day travel plans, flight tracking, file attachments, and more. Your client can download an offline copy to reference while traveling or view their itinerary in the Itineraries by TravelJoy app!

Each trip in TravelJoy can have only one itinerary. It is your client's "source of truth" for their trip.

Itineraries can also be created as "smart proposals," which are sent to the client requiring approval. Even though a trip can only have one itinerary, you can create and send as many smart proposals as you'd like. Once the client approves their favorite smart proposal, it automatically becomes that trip's itinerary.  

Create the itinerary or smart proposal

To get started from any individual trip, click the blue "Create" button at the top-right, then choose "Itinerary". Alternately, if you want to require approval from the client, choose "Smart proposal."

There are three sections in an itinerary:

• Title card: The title and short intro for your itinerary
• Sections: Breaks the itinerary down by date, location, etc.
• Items: Individual parts of the trip, such as flights, hotel stays, and tours

Additionally, there are two other features to know about: 

• Library: Reuse previously-used items or entire itineraries.
• Settings: Set the deposit and price of your new itinerary

Title card

If your client is a fan of gambling and they're headed to Las Vegas, this might be a great example of a completed title card:

The title card helps set expectations for your trip by providing an attention-grabbing title and an engaging short intro. By default, it uses the trip's existing Trip Photo, so click here if you need to change it. You can also add new photos to this card.

You'll add the title, intro, and any new photos in the editing panel to the right:

The finished product can be reviewed at any time by clicking the "Preview" button at the top of the page.

Sections

A section header for a client on a multi-day trip to Vegas might look like this:

Sections are a flexible way to organize the layout of your itinerary. Maybe the best option is to break the trip down by day, with individual activities listed in chronological order. Maybe this is a multi-city visit and each section contains details for an individual city from the agenda.

Each section can contain as many items as you'd like. Click the "+ Add section" button and then edit the section name in the editing panel on the right:

Items

To add an item, locate the blue "+ Add item" button just below the title card: 

An item for a flight to Anguilla might look like this:

Each item is part of your client's trip! You can choose from a built-in list of item types that include special features related to that particular item. In the example above, we've chosen the "Flight" item and added all of the flight details, so the card automatically displays the latest flight status. You can even check a box to automatically send flight updates to your client via email! 

Other items may include features specific to that item type. For example, once you've added a hotel, the smart proposal or itinerary will include a link to Google Maps so that your client can find directions when they land. (If you prefer to not use these item-specific features, such as the Google Maps link for accommodations, you can use the "General" item template for that item instead.)

If your item doesn't fit any of the listed categories, you can still choose to create a general item. The item will have its own title and description:

You can enhance your items with embedded videos, photos, and attachments. We recommend at least one high-resolution photo per item for the best layout, such as this one for the client's arrival in Las Vegas:

In addition to dragging photos from your device or a website directly into the photo area, you can also import photos from a website and choose which photos you'd like to add to your item. To do this, click "Add photos from website" and enter the web address in the box provided, then click "Add Photos." Click the red X on any photos you'd like to remove.

To add a video, click the option to "Add YouTube video to description" and paste your YouTube link into the box provided.

Settings

Finally, you can click the whitespace anywhere on your itinerary edit screen to bring up the settings in the editing panel. Here, you can set a deposit and full price for the itinerary so that the client knows exactly what to expect, as well as a confirmation page (learn how to create a confirmation template here) to choose what the client sees upon approval (if sending as a smart proposal):

When you're ready, click "Send" to deliver the itinerary to your client. You'll be notified when your client views (and approves when using a smart proposal).

Archiving your smart proposal or itinerary

While a smart proposal does not have an expiration date, you can archive the proposal so your clients no longer have access to it if they choose not to book with you! To do this, head to the Files tab of the trip and click the three dots to the right of the smart proposal you want to archive: 

From there, click the Archive option. Your proposal will be expired and only you can view it moving forward! 

Finding your smart proposal or itinerary

If you need to find your smart proposal or itinerary to make edits or resend it to your client, open the trip where it was created and click the "Files" tab. It will be on this tab, with a "P" icon for a smart proposal or an "Itn" icon for an itinerary.

Click the file to reopen it, or click the three-dot action menu at the top-right corner of the file to see other options.

Happy planning!