Sharing an itinerary
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.