Identities: How to Create and Use Identities

This document will show you how you can rebrand your Itinerary with one of your Agent's or client's branding (Logo & contact details).

Getting Started

From your Dashboard, select 'Admin' and then 'Identities' to start. 

Adding an Identity in Admin

Select the 'Create Identity'  icon to the right of the page. 

A new page will open up where you can capture the Identity's details. These details will appear on the Itinerary when you select it in the Itinerary Builder under the Itinerary Details tab. 

The best shape logo for your Identity is 3:1, 3 times as wide as high. 

If you would like to add Cobranding to your Itineraries where both the details of Agent/Client will appear on the Itinerary as well as your Company logo you can refer to this document. If 'Send Itinerary Viewed Notifications' is selected, the email address listed will receive a notification when the Itinerary is viewed. 

Selecting an Identity in the Itinerary Builder

Once you have already created an Identity in Admin, you can easily select it in Itinerary Builder. Open your Virtual Itinerary Builder and in the 'Itinerary Details' tab select the preferred Identity in the Branding drop-down menu. Once you have selected the new branding you will need to 'Quick Save' in order for it to reflect when viewed. 

Unbranded Itineraries

If you would like to send an Itinerary with no branding on it, you can do so in the last step of the Itinerary Builder. The cog next to the Itinerary link will open up a pop-up to select the unbranded option. 

On this pop-up, select 'Unbranded Itinerary' and copy the new link.