Planner: How Do I Add Notes for My Clients

Consultants regularly leave notes for clients to inform them what they are going to be doing each day as well as some tips on how best they can prepare during certain stages of the trip. This article will be guided through the process of adding notes to your itinerary for your clients to read.

This functionality is available on all Operator Packages

Getting Started

After logging into Wetu, select the 'Itinerary Builder' from your Dashboard.

This will open up the Virtual Itinerary Builder where you are able to choose to either create a new itinerary or edit an existing itinerary. How to Build a Basic Itinerary in Wetu will take you through the process of building an itinerary should you need more information on how to build one.

Note: Should you need to add notes to an existing itinerary you will have to select the desired itinerary from the list of itineraries in the Itinerary Browser.

Notes can be added in the Planner Step of the Itinerary Builder upon completion of the first three steps.

Adding the Note/s

Once in the Planner Step, you can scroll to the bottom of the screen to add notes to either the Day Itinerary or Expert Tips sections.

Day Itinerary
This is where you are able to add notes to your itinerary explaining what the clients will be doing on that specific day of the journey. You will notice that once you fill in some information, a red dot will appear, indicating that there is text in the section. This will help you to easily see where you have entered information should you need to edit your itinerary at a later stage.

Expert Tips
This is where you are able to provide your clients with additional information that could be of use to them. i.e. what they need to bring along to best to prepare for the days activities.

Note: The note fields are all free text fields and there is virtually no limit to the amount of information you are able to write here. You are also able to make use of bullet points and numbering to list ideas or places where your clients will be going.

Included
This is where you can specify anything included on a specific day of the tour.

Excluded
This is where you can specify anything excluded on a specific day of the tour.

Where to view your Notes on the Digital Itinerary

Go to the Additional Details Step and click on 'Preview Itinerary' in the bottom right corner in order to view the Digital Itinerary.

In the Digital Itinerary, click on 'Daily Information' to see any Day Itinerary and Expert Tips' entered for each day.

The Includes and Excludes will be displayed in this section as well.

Where to view your Notes on the Virtual Itinerary