Step-by-step flows
Check before publishing
- Open the trip editor.
- Check that dates, traveler name, hotels, rooms, price, currency, photos, and contact details are correct.
- Click "Preview".
- Look at the proposal the way the traveler will see it.
- Return to the editor tab.
Publish the latest version
- Click "Publish" at the top of the editor.
- Read the final checklist.
- Fix anything the checklist warns about.
- Click "Publish now".
Send the link
- Go back to "Trips".
- Use the trip actions to copy the proposal link or itinerary link.
- Paste the link into your normal email, WhatsApp, or client message.
- Update the trip status later when the proposal is open, sold, lost, or archived.
Notes
- Traveler links show the last published version only.
- If you change the draft after publishing, publish again before expecting the client to see the new changes.
- Brand changes, including logo and theme colors, also require publishing again before existing traveler links show them.