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Try Your Itinerary

Trip editor

Trip settings in the editor

Use the Settings modal for trip basics, dates, assignment, language, theme, and header media.

Icon Guide

Settings

Opens the trip settings modal.

Shift dates

Moves the trip and every itinerary day by the same offset.

Locked organization setting

Shows branding or contact details controlled from Organization or Profile settings.

Save basics

Saves trip basics and header media fields.

Step-by-step flows

Open and save trip settings

  1. Click "Settings" at the top of the trip editor.
  2. Change only the fields you need.
  3. Click "Save basics".
  4. Close the settings window.

Change trip name, traveler, client, or dates

  1. Use "Title" for the name of the proposal.
  2. Use "Traveler display name" for the name the client should see.
  3. Choose the linked client if this trip belongs to a saved client.
  4. Set the start date and end date.
  5. Use "Shift dates" only when the whole trip moved and every day should move by the same number of days.

Change language, contact person, or look

  1. Choose the language used for traveler-facing labels.
  2. If you are an Organization Admin, choose the Primary Account Manager shown to the traveler.
  3. Review colors and branding.
  4. A lock icon means that item is controlled from Organization or Profile, not from this trip.
  5. Add header images or video when this trip needs its own cover media.

Notes

  • Destinations are changed in the visible proposal text. The "Route" button controls the main trip map.
  • Trip settings are draft changes until you publish.