Icon Guide
Step-by-step flows
Use the top buttons
- Open a trip.
- Look at the row of buttons at the top of the editor.
- Click the button for the job you want to do.
- When a window opens, make your change, save it, and close the window.
What each button is for
- Click "Settings" to change trip name, traveler name, client, dates, language, colors, and cover images.
- Click "Add content" to add a new activity, hotel, transport item, note, or other block to a day.
- Click "Improve text" to ask AI to improve traveler-facing wording. Always review the result yourself.
- Click "History" to restore an older draft if a change went wrong.
- Click "Price" to change price, currency, inclusions, exclusions, taxes, and disclaimer.
- Click "Route" to change the main trip map.
- Click "Hotels" to check generated hotel text, hotel photos, and hotel warnings.
- Click "Documents" to add or manage traveler files and vouchers.
- Click "Preview" to look at the traveler page before sending it.
- Click "Original PDF" to open the uploaded PDF, if this trip came from a PDF.
- Click "Publish" when the proposal is checked and ready for the client.
Notes
- Preview means look before sending. Publish means update what the traveler can see from the shared link.
- If a toolbar button opens a modal, close it to return to the same editor page without losing your place.
