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Sophie McCormick
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Adding net cost from DMC to a Booking
Published November 19th, 2024 by Sophie McCormick
How to Add DMC Costing and Generate Invoices in itrvl When handling Global bookings, all entries come through with $0 Supplier Cost, Margin, and Sell Price. Before you can generate invoices, you'll need to input DMC (Destination Management Company) costing. This guide walks you through the steps to ensure accurate costing and invoice creation.
Content Manager - Editing Services
Published January 21st, 2025 by Sophie McCormick
Managing Services in Content Manager The Content Manager is a powerful tool within itrvl that allows you to manage services such as activities, accommodations, and other offerings. This guide explains how to navigate and use the Services section of the Content Manager effectively. Steps to Manage Services 1. Accessing the Content Manager: Begin
Client Details 2: A Quick User Walkthrough
Published November 21st, 2024 by Sophie McCormick
Navigating the Client Details section in itrvl Manage client information, reassign agents, share itineraries, and more using the client details section. Explore a quick overview of the features below. 1. Reassign the assigned agent: Click on the "Assigned Agent" field to reassign the client to another team member. 2. Share the client portal: Click
Content Manager - Editing Accommodations
Published January 21st, 2025 by Sophie McCormick
The Content Manager in itrvl is designed to simplify accommodation management, from editing details to uploading photos. This guide will walk you through the steps to navigate, filter, and update accommodations. Steps to Manage Accommodations 1. Accessing the Content Manager: Click on the Navigation Menu and select ‘Content Manager v2’ to begin. 2
Adding Transit to Itinerary
Published November 19th, 2024 by Sophie McCormick
How to Add Transit to an Itinerary in itrvl Adding transit between accommodations or points of interest in itrvl ensures your itinerary flows smoothly and provides clear details for your client. Follow these steps to add and customize transit options using the Edit Transit feature. 1. Access the Transit Editor: Click the “Edit Transit” button
Using own arranged accommodations in itrvl for Quick Adds and One Time Content
Published November 21st, 2024 by Sophie McCormick
Using own arranged accommodations in itrvl Add custom accommodations or client-arranged stays not yet available in itrvl to generate accurate quotes. 1. Access the itinerary builder: Go to Itinerary Builder and type "Own Accommodation." You can add this alongside other accommodations already in itrvl. 2. Review the display: itrvl will show an "Own
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