Itinerary Builder: What is the difference between a Personal and Sample Itinerary?
From your Dashboard, select Itinerary Builder to begin building your Itineraries.
The screen that opens will have the option to create a New Personal Itinerary or a New Sample Itinerary.
Sample Itineraries are Itineraries that you will build with no particular traveller in mind, such as packages. These are Itineraries that you can include on your website or example Itineraries that you can send out to clients to show what options you have available. These Itineraries exclude specific details like traveller names and or travel dates.
Personal Itineraries are built with a specific traveller or travellers in mind. These Itineraries can be built while still in the proposal and quoting phase, all the way to the final proposal sent to the client. Based on the detail that you enter in the Builder, the outputs will display accordingly and so the outputs will evolve as your booking does. These Itineraries will include additional details such as dates, room types, and names.
You are able to take an Existing Personal Itinerary and copy it as a Sample Itinerary. To do this, click on Personal Itineraries under Edit Existing Itineraries.
Click on the Itinerary you want to copy, and select Copy As Sample.
You can then edit the Sample Itinerary to your liking. Similarly, you can copy an Existing Sample Itinerary as a Personal Itinerary, and personalise it for a client. To do this click on Sample Itineraries under Edit Existing Itineraries, and then Copy As Personal.