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Sophie McCormick
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Copying a Share Link
Published January 6th, 2026 by Sophie McCormick
Copying share links from Client Details in itrvl Easily share itineraries and payment links with your clients by accessing shareable URLs from the Client Details page. 1. Access the itinerary dropdown: Navigate to the Client Details page, then click the dropdown menu next to the itinerary you want to share. 2. Generate link: Click on ‘ Share Itine
Importing Bookings in itrvl
Published January 6th, 2026 by Sophie McCormick
Importing Bookings in itrvl itrvl allows you to easily import bookings into your system, streamlining your workflow and ensuring that client itineraries are always up to date. Follow the steps below to import a booking with ease: 1. Access Client Details: Navigate to the Client Details section on the itrvl platform. 2. Select Import Booking: Click
How to Build an Itinerary in Itinerary Builder 2
Published January 6th, 2026 by Sophie McCormick
How to Build an Itinerary in Itinerary Builder 2 Itinerary Builder 2 lets you create a customised itinerary, from lodging and traveler assignments to dates and room configurations. It ensures every part of your booking is accounted for, and then lets you generate an accurate quote. To build out a custom itinerary in itrvl, follow these steps: Ste
Presentation Editor
Published January 6th, 2026 by Sophie McCormick
Customizing Your Itinerary with the Presentation Editor The Presentation Editor is a powerful tool designed to help you tailor your itineraries for clients. From editing text to rearranging photos, this feature allows you to create polished and professional presentations directly within itrvl. Follow these steps to customize your itinerary: How to
Adding Activities to a Booking in itrvl
Published January 6th, 2026 by Sophie McCormick
Adding Activities to a Booking in itrvl Adding activities to your booking enhances the itinerary with customised experiences for each of your clients. Here’s how to quickly and efficiently add activities to a booking: 1. Access the Edit Services modal: Click on the 'Edit Services' button to begin adding activities to your itinerary. 2. Select Acco
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
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
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.
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
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
Using Copy to Builder
Published November 13th, 2025 by Sophie McCormick
The Copy to Builder feature in itrvl allows you to quickly make adjustments to an existing itinerary without starting from scratch. Whether you need to swap an accommodation, add a traveller, change bednights, or update activities, this feature streamlines the process while keeping the original itinerary intact. Follow these steps to use it: 1. Acc
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
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