Sharing an itinerary (Tourwriter Integration)
An itinerary can only be shared with the client at the Proposal stage, through the Proposal Preview tab. Before you send an itinerary to your traveller/s, make sure you have:
- Added a hero image
- Updated your Terms & Conditions
- Applied your organisation's logo
- Added at least one traveller with an email address
When you're ready to share your itinerary with your traveller/s, click Send in the top right corner of the Proposal Preview tab.
- A list of traveller/s added to the itinerary will be displayed.
- Select the traveller/s you'd like to invite to view the itinerary.
- Click Send.
- Each traveller will receive an email with a link to view their itinerary.
For travellers accessing the itinerary for the first time, they'll be prompted to create a password to access their itinerary.