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Helpjuice Article Editor (WOW)
Published March 28th, 2022 by itrvl support
With the Helpjuice editor, you can attach images, and edit them on-the-fly with our advanced image editor. Example below : We support the 'basics' such as tables, text formatting and all the other standard features you'd expect. Some of the cool features our users love are such as Accordians/Tabs (see below), Article History (click on the top-righ
Sharing the Payment Portal with your Client
Published February 13th, 2025 by itrvl support
Sharing the Payment Portal with Your Client The Payment Portal becomes available once you’ve generated invoices for a booking. Once invoices are created, a ‘Confirm Booking’ button will appear on the Client Portal portal, allowing clients to access the payment portal when they’re ready to make a payment. You can share the Payment Portal link from t
Currency Conversion Slider
Published February 12th, 2025 by itrvl support
Currency Conversion Slider The currency conversion slider helps you safeguard your bookings from foreign exchange (FX) fluctuations by adding padding to an itinerary's total Sell Price. Using the slider, you can view real-time conversions between your selected selling currency and the local currency your line items have been costed in. This allow
Choosing an Itinerary Featured Image
Published February 17th, 2023 by itrvl support
Choosing an Itinerary Featured Image Once you post your itinerary to a Client Portal itrvl will magically stitch together a Video Itinerary and Client Portal complete with photos and descriptions. If you see you have a repeated Featured Image across multiple itineraries you are able to choose from 10 pre-selected images to diversify the look a
Select Accommodations
Published May 21st, 2022 by itrvl support
itrvl grants agents the ability to access, quote, and book over 2,000 suppliers across Southern and Eastern Africa. Gone are the days you have to wait for a DMC to view and book an accommodation. With itrvl, you can build an itinerary with all live-availability and provisionally hold an itinerary in the same hour. Along with access to over 2,000 su
Build your Itinerary
Published October 12th, 2022 by itrvl support
Now that you understand how to select room types and how itrvl's availability calendar works it is time to select bednight and build out your itinerary! Selecting bednights per accommodation 1. To begin building out your itinerary simply select a bednight (represented by the rectangle boxes) that coincide with the accommodation and date you pr
Create a Client
Published March 28th, 2022 by itrvl support
What's more important than your client? In this article we'll go over how to create a client in itrvl and why it is the most important step to do anything in itrvl. Create a Client From the Homepage 1. Start by clicking Select Client from the itrvl homepage. 2. Select New Client at the top of the pop-up and fill in your client's details. That's i
Choose a New Start Date for your Itinerary
Published June 1st, 2022 by itrvl support
Plans change. It's up to you as an agent to accommodate your clients requests quickly and keep them on the path to book their life-changing journey. itrvl allows agents to act fast and amend requests with ease, so when your client asks to move their whole itinerary forward a few months you can without batting an eye. Choose a New Start Date for yo
Client Details Screen
Published March 28th, 2022 by itrvl support
The Client Details Screen allows you to view and perform everything you need in one place. Accessing the Client Details Page 1. To access the Client Details page you will first need to select a client. Once you have selected a client an orange box will appear in the top right corner of your screen. Click the orange box to view your selected clients
Build the "Flawless Safari" Itinerary with itrvl
Published April 5th, 2022 by itrvl support
itrvl is an all-in-one booking platform that allows travel agents to be more efficient throughout every step of the booking process. itrvl allows you to: Present multiple itineraries in a beautifully white-labeled client portal Build, quote and share itineraries in a matter of minutes Take payment through client portals without the hassle of handlin
Video Itineraries and Branded Client Portals
Published March 31st, 2022 by itrvl support
itrvl creates sales materials for you in minutes so you can spend your time selling instead. Our client portals are a one-stop shop for your clients to view the itineraries you have built — complete with itinerary videos, accommodations and region photos, copy about your brand, and agent contact information, and more. White-labeled Client Portals T
Select Start Date, Pax Arrangement, and Accommodations
Published March 28th, 2022 by itrvl support
The itinerary builder is where the magic of itrvl starts! For more detailed instructions on how to get the most out of the Itinerary Builder watch our 'Itinerary Building' tutorial below! Create a Client Start by creating a client. Click the client button on the left side of the home screen and fill out your client details. A first and last name ar
itrvl's Escrow Process and How it Works
Published April 19th, 2022 by itrvl support
At itrvl, our escrow services offer financial security for you and your guest, keeping all funds safe and secure throughout the booking process and travel. Below we have outlined the itrvl escrow process and how the stakeholders (itrvl, agent, and guest) interact. Once a booking has been provisionally held in itrvl the next step is to generate invo
How to Hide Sell Price & Present Custom Pricing
Published February 11th, 2025 by itrvl support
itrvl lets you control what pricing information your client sees for their itinerary. You can choose to show or hide the calculated sell price from itrvl. If you prefer not to display itrvl’s calculated sell price, you can manually set a custom price for your client to see by using the Pricing Note feature. 1. Hide Sell Price: Click the three dots
Favorite Itinerary Feature
Published March 28th, 2022 by itrvl support
Do you ever have a client who wants a similar itinerary to one you've booked but Adjusting a Recommended Itinerary 1. Begin by selecting the 'Saved Itineraries' button on your home page. 2. Select 'View Calendar', you will see different start dates populate. Pick any dates you would like, once you save this edited 'Recommended Itinerary' as a favo
Creating Party Groups and Per Group Costing
Published October 17th, 2024 by itrvl support
Creating Party Groups and Per Group Costing itrvl allows you to customize pricing for different groups within your itinerary, providing flexibility when managing multiple travelers with varying costs. This article will guide you through creating party groups, assigning travelers, adjusting costs per group, and generating invoices based on the number
Your Account
Published March 28th, 2022 by itrvl support
To view your account and make changes, click on the "My Account" button from the itrvl menu in the top left corner. From this page, you'll be able to: 1. Update your name, email address, and phone number for your Agent profile 2. Change the name, website, and default contact information for your travel agency Remember - the name, email, and phone nu
Add or Remove Bed Nights in an Itinerary
Published December 6th, 2022 by itrvl support
How many times have you built the perfect itinerary just to find out the dates need to change by one, maybe two nights? itrvl makes modifying an itinerary easy with our powerful Modify button. Here we'll show you how to use the Modify Bednights with just a few clicks. Adding or Removing Bed Nights to an Itinerary 1. On your Itinerary Details page,
Accommodation Availability Key
Published March 28th, 2022 by itrvl support
Check availability and build out a quote with itrvl's easy to use Availability Calendar. Agents are able to check availability across different months for specific pax configurations, room types and more! A calendar view of all your selected lodges will appear. You can then click the lodges in accordance to your desired dates to start to build out
Fine Tuning the Selling Price
Published March 28th, 2022 by itrvl support
With itrvl you have the power to customize your sell price for any trip to your liking. Sell Price Sell price = Supplier Cost + Margin + Escrow There are two separate ways to mark up the selling price of a trip. After you build a quote you can adjust the marginal rates to fine-tune the selling price of the trip. Note: Otherwise, your margin will
The Client Portal: What is it?
Published March 28th, 2022 by itrvl support
The client portal is a one-stop-shop for your clients to view any and all itineraries that you have built and shared with them. The page will start off on the 'Welcome Screen'. The 'Welcome Screen' will welcome your client to their client portal and include your agency's customizable welcome message. As your client scrolls down they will see th
Global Search Bar
Published November 18th, 2022 by itrvl support
Global Search Bar Cut the clicks and go straight to your itinerary with our Global Search Bar. Located in the top right corner of your homepage, itrvl's Global Search Bar allows you to quickly find any itinerary or client in seconds. Try searching: - A booking reference number - A client's name (first, last, or combined) - An itinerary name And
Generating and Managing invoices
Published February 12th, 2025 by itrvl support
This article will detail the actions of generating, adding, editing and deleting invoices. 1. Access the Itinerary: Open the page of your itinerary. 2. Generate Invoices: Once the itinerary is Published and you Requested Hold, you can generate invoices by pressing the “Generate Invoices” text under the percentage in Cost Summary OR by using the “G
Change Itinerary Name, Publish and Share
Published March 28th, 2022 by itrvl support
Edit the Itinerary Name and Publish 1. To edit the name of your itinerary click the blue pencil button on the right side of the itinerary name. 2. Click the Check or hit return to save your updated name. Publish and Share Your Client's Client Portal 1. Once you have created your client's itinerary and are ready to share their client portal you w
Sharing a Quote + Video Only Link
Published March 28th, 2022 by itrvl support
Now that you tailored the itinerary name and chosen your desired action in regards to the sell price, the next step is to publish your itinerary to the client portal and share it with your client. To do this - 1. Click the "Publish to Client Portal" button next to the More Actions button. 2. Once you have created your client's itinerary and are re
Welcome To Helpjuice (2min video)
Published March 28th, 2022 by itrvl support
Welcome to Helpjuice! This is a sample article we wrote for your to better try Helpjuice's Article Editor. Quick 65 second intro to Helpjuice Your browser does not support HTML5 video. What is Helpjuice? Helpjuice is a super powerful knowledge base that is very simple and customizable. Why do people use Helpjuice? The top three reasons people choo
Favorite and Example Itineraries
Published April 7th, 2022 by itrvl support
Do you have a client dancing with the idea of going on an African safari but are unsure where/how/why they should go? Being the first one to place an itinerary in front of a client often times is the push that turns a lead to your largest trip sale to date. With itrvl's Favorite and Example Itineraries you are able to present pre-loaded Wilderness c
Importing a Quote
Published March 28th, 2022 by itrvl support
Import a Quote 1. Click the Client Details button in the top right corner of the screen, then click the Import Booking button in the top right corner of you Client Details page. 2. A pop-up will appear where you will enter your Booking Reference #. Your Booking Reference # is the itinerary number that is attached to your itinerary once you have cr
Creating Party Groups and Per Group Costing
Published February 12th, 2025 by itrvl support
Creating Party Groups and Per Group Costing itrvl allows you to customize pricing for different groups within your itinerary, providing flexibility when managing multiple travelers with varying costs. This article will guide you through creating party groups, assigning travelers, adjusting costs per group, and generating invoices based on the number
What is itrvl?
Published March 28th, 2022 by itrvl support
itrvl assists agents to be more productive, powerful, and profitable. itrvl's intuitive booking tools allow you to: See over 600 accommodations with live availability Book accommodations with ease Choose from recommended itineraries created by Wilderness Safaris Journey Specialists Tailor make your own journey Customize pricing Share beautifully
Setting up and Branding Your Account
Published March 30th, 2022 by itrvl support
Setting up Your Account To view your account and update your name, email, and/or password click on "My Account" from the itrvl menu in the top left corner of the home screen. From the "My Account" screen, you'll be able to: 1. Update your name, email address, and phone number for your agent profile 2. Change the name, website, and default contact i
Accommodation Profiles
Published March 28th, 2022 by itrvl support
After the cover letter, your client will then see an important contacts page that shares info about suppliers and transfers, any additional trip notes that apply to the countries of travel, tips and reminders for their trip, an itinerary map, and finally the itinerary details, and accommodation information. This PDF is intended to provide your clie
Using Copy to Builder
Published February 5th, 2025 by itrvl support
The Copy to Builder feature in itrvl allows you to quickly check rates for specific accommodations and activities, change the number of travelers or update the start date. 1. Access the Original Itinerary: Open the page of your original itinerary. 2. Select ‘Copy to Builder’: Click on the “More Actions” button at the top of the Edit Itinerary scre
Changing the Selling Currency on your Itinerary
Published February 12th, 2025 by itrvl support
Managing the currency settings for your bookings is a crucial aspect of your experience on itrvl. Our payment functionality allows you to sell and take payment in one of eight different currencies. Our Selling Currency and Currency Conversion features are designed to help you manage foreign exchange fluctuations and ensure a smooth invoicing process
Generating Invoices
Published March 28th, 2022 by itrvl support
Generating Invoices Agents have the freedom to customize the pricing of each itinerary and how they invoice their client to make their client feel comfortable throughout the process. Once an itinerary is provisionally held (or hold requested), agents have the ability to “Generate Invoices”. Doing so will create a deposit and balance invoice that tie
Presentation Editor
Published February 11th, 2025 by itrvl support
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
Changing the Start Date on your Itinerary
Published February 6th, 2025 by itrvl support
Changing the Start Date on Your Itinerary itrvl makes it easy to adjust the start date of your itinerary while maintaining availability and retaining key itinerary details. Follow these steps to change the start date: 1. Access Client Details OR Open Itinerary: Navigate to the Client Details page and locate your chosen itinerary click the dropdown a
Downloading Payment Receipt for Your Clients
Published February 12th, 2025 by itrvl support
Utilizing itrvl's Payment Receipt for Your Clients You have the option to download a payment receipt per invoice once it has been paid. Each receipt is branded with your agency's logo and details, ensuring a professional touch for your client. Once downloaded, you can save or share the receipt directly with your client for documentation purposes. T
Adjust Party Group Price Allocation per Line Item
Published October 18th, 2024 by itrvl support
Adjust Party Group Price Allocation per Line Item itrvl makes it easy to adjust party group pricing based on specific needs, allowing you to allocate costs for groups as fairly and accurately as possible. This guide will walk you through an example of how to adjust price allocation for different party groups within a booking, ensuring everyone pays
Agency Customizations
Published March 28th, 2022 by itrvl support
Personalize Your Company Branding With itrvl's White-labeled Client Portals. Watch the short video below to see what you can do. Note: Our 'Customization Screen' has been updated since, however, this will give you an overview of what is possible. Customizing Your 'Client Portal' On the ‘Customizations’ screen, you can update the look and feel of the
Marking Invoices as paid
Published February 12th, 2025 by itrvl support
This feature allows you to quickly mark any invoice as paid, enabling a smoother process especially when transferring invoices from one itinerary to another. 1. Access the Itinerary: Open the page of your itinerary. 2. Payments Tab: Click on “Payments”, below the Cost Summary and next to Trip Details. 3. Marking as Paid: Navigate to the invoice
Confirming a Booking
Published March 28th, 2022 by itrvl support
Now that you have sent a client their 'Client Portal' they will be able to confirm a booking! Watch the short video below to learn how the payment processing works in itrvl. 1. Once your client has picked their specific itinerary and are ready to book they will click the ‘Confirm Booking’ button. 2. A pop-up will appear where your client will be
Swapping Accommodations in a Quote
Published March 28th, 2022 by itrvl support
Picture this, you have the perfect itinerary built and you're about to hold space, there's just one problem— your client changed their mind and would like to stay at a different accommodation for a few bed nights. With itrvl's new Swap Accommodations function agents can now switch out accommodations and check availability all in one place. Swappi
Itinerary Builder for Global Trips
Published February 4th, 2025 by itrvl support
Itinerary Builder for Global Trips Build custom itineraries for your clients using a variety of accommodations for your global trips. 1. Access the itinerary builder: Click on the “Navigation Menu” in the top left corner of your screen. 2. Review the display: Click on “Itinerary Builder” to navigate to the selection page. 3. Select Travelers: Ad
Booking Confirmation Document: Confirming Trip Payment with Clients
Published February 11th, 2025 by itrvl support
Utilizing the Booking Confirmation Document Selling a safari involves many steps, and communicating changes to a client after confirming their trip can be challenging without clear documentation. With itrvl’s Booking Confirmation document, you can send clients itemized invoices that break down payments as the trip is confirmed, helping clients feel
Self Serve Feature
Published March 28th, 2022 by itrvl support
Itrvl’s newest Self Serve Feature allows clients to enquire about a trip from an 'Example Itinerary' and then take it a step further and pick their preferred number of travellers, room configuration, and start date, complete with an estimated quote. Then in an email you will receive the potential clients enquiry details based off of the ‘Example It
How to duplicate an itinerary
Published February 11th, 2025 by itrvl support
Important Note: If a payment has been made or the itinerary is confirmed, you'll need to contact Wilderness Res for support in making modifications. 1. Check Itinerary Status: Ensure your itinerary has the correct status that permits editing (Pending, Quoted, Hold Requested or Provisionally Held). 2. Duplicate Itinerary: Click the three dots next
Other Actions - Publishing, Sharing & Hiding Line Items
Published February 11th, 2025 by itrvl support
Itrvl has numerous actions available outside the ones already detailed in other articles. This article will detail how to publish and share your itinerary with your clients, as well as how to hide certain line items that you do not want visible in the Client Portal. 1. Publish Itinerary: With your itinerary open, click the three dots next to “Presen
Adding Activities to Itinerary
Published February 6th, 2025 by itrvl support
The Add Activities feature in itrvl allows you to quickly add or remove activities for accommodations, airports or other similar tours and events. 1. Access the Itinerary: Open the page of your itinerary. 2. Adding Activities: Click on the “Edit Activities” button above the first Transit Point at the top of your itinerary, next to Edit Transit.
FAQ
Published January 23rd, 2025 by itrvl support
If a Travel Designers if having issues viewing recently updated content, what do I do? First, double check and make sure the content is updated by checking the Content Manager. If everything is updated, reach out to the itrvl Support Team - (Rares Homm, Karina Wilson, Andy Altman, Nick Merritt) to look into the request. Can I upload accommodatio
Creating an Account and Getting Logged in
Published April 4th, 2022 by itrvl support
First off, welcome to itrvl! To log in to itrvl, you'll need an authorized account and login page provided to you by an administrator, either from itrvl or from your agency. Head to itrvl.com and enter the login details provided to get started. Make sure to click the menu button on the top left and double-check that the Welcome message is addressi
Understanding the Itinerary Details Screen
Published June 22nd, 2022 by itrvl support
The Itinerary Details screen is where the magic of itrvl happens, but how does it work? Once you have built out your itinerary through the accommodations selector and quoting page itrvl will bring you to the Itinerary Details screen. This is where you will see your itinerary laid out complete with transfers, supplier cost, sell price, and more. Le
Deleting Itineraries
Published February 10th, 2025 by itrvl support
Deleting itineraries in itrvl allows you to keep a streamlined list for you as well as your clients to avoid confusion when working with multiple versions of the same itinerary. 1. Access the Client page: Open the Client page by clicking “Client Details” in the upper right corner. 2. Choose itinerary: Scroll to the itinerary you want deleted and c
How to Share an Itinerary and Client Portal
Published April 20th, 2022 by itrvl support
You built or imported a stellar itinerary, added activities, changed transfers and now all you need to do is one final step... share it! Keep on reading to learn how to share an itinerary in a client portal. Sharing an Itinerary & Client Portal Before you can share an itinerary with your client you must publish it to its client portal. This al
Omitting Accommodations from a Video Itinerary
Published June 22nd, 2023 by itrvl support
Video Configuration If you want to omit an accommodation from appearing in the video itinerary, scroll further down the customizations page and use the toggle to select which videos you would like present on the itinerary. Once you have deselected an accommodation for your video itinerary, regenerate the quote in the Itinerary Details Page.
itrvl Glossary
Published March 28th, 2022 by itrvl support
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C D E F I L M O P Q R S U W Activity Option Code This is an Activity specific code. In the Window it is called the Tourplan Code, in itrvl it is called Option Code. This code is ho
Add Excursions, Transfers and More to your Itinerary
Published March 28th, 2022 by itrvl support
One of the most powerful features of itrvl is the ability to book tours, services, meet and greets, transfers and more all on your own. Learn how to take your quote to the next level and start building your clients dream trip. For detailed instructions on how to customize a quote on itrvl watch our 'Customizing a Quote' tutorial below! Add Activiti
Add a New Accommodation to the Start or End of an Itinerary
Published December 6th, 2022 by itrvl support
Adding a New Accommodation to the Start or End of a Trip 1. Select the Modify Button under the Itinerary Details page to access the Modify Modal. 2. Select Modify Bednights/Accommodations to add a new accommodation to the start or end of a trip. 3. To add an accommodation, press either Add Accommodation to Start or Add Accommodation to End t
itrvl Booking, Payment, and Escrow Process at a Glance
Published March 29th, 2022 by itrvl support
Figuring out a payment process for your agency is a pain. It's almost impossible to find credit card facilities that help minimize the risk of chargebacks w ithout excessive fees; and don't get us started on creating and maintaining operations around a payment process. itrvl's payment process arose out of travel agencies' need for an easy, trusted p
Version History
Published June 3rd, 2022 by itrvl support
We all know how many changes can be made to an itinerary before it's perfect— too many. With itrvl's Version History, agents have visibility to view every adjustment made to their itinerary, either by them on itrvl or their Wilderness Journey Specialist on the Wilderness Window. You will see your itinerary laid out much like on the Itinerary Detai
Building and Sharing your First Itinerary
Published March 31st, 2022 by itrvl support
Traditionally building an itinerary for clients can be a lengthy process that requires multiple iterations just to get something in front of your client. itrvl grants you the ability to create live itineraries from over 2000 accommodations across Southern and East Africa in a matter of minutes. The itinerary builder is where the magic of itrvl begin
How to Publish to the Client Portal
Published March 28th, 2022 by itrvl support
Edit the Itinerary Name Your client's dream itinerary has been built and is ready to share - how is this accomplished? The first step in sharing this beautiful itinerary with your client is to edit the itinerary name. To do this click on the pencil icon beside the itinerary name, making the itinerary name editable. Once you are happy with your itin
Understanding the Itinerary Details Screen
Published October 11th, 2022 by itrvl support
itrvl allows agents to modify itineraries how they please from changing the itinerary name, adding activities, adjusting sell price and more. The Itinerary Details Screen is where agents adjust their itineraries as well as see updates to their itineraries made by Wilderness Journey Specialists. Keep on reading to understand everything you can do fr
Logging in for the first time
Published March 28th, 2022 by itrvl support
First off, welcome to itrvl! To log in to itrvl, you'll need an authorized account and login page provided to you by an administrator, either from itrvl or from your agency. Go to your Agency's login page and enter your email and password. You will see your Agent Portal load up. Click the menu button on the top left and double-check that the Welcome
Customizing Photos and Videos on your Client Portal
Published April 27th, 2023 by itrvl support
Choosing an Itinerary Featured Image and Excluding Accommodation Videos Once you post your itinerary to a Client Portal itrvl will magically stitch together a Video Itinerary and Client Portal complete with photos and descriptions. If you see you have a repeated Featured Image across multiple itineraries you are able to choose from 10 pre-sele
What is itrvl?
Published March 30th, 2022 by itrvl support
Your Guide to Safari Bookings Revolutionize your travel business with itrvl! An intuitive booking platform designed to grant travel agents access to more information than ever before with the tools to design, present, and book life-changing journeys on their own. itrvl assists travel agents to be more productive, powerful, and profitable with the a
Video Itineraries
Published March 28th, 2022 by itrvl support
For detailed information on itrvl's Video itinerary feature watch our 'Video Itineraries' tutorial below! iTRVL presents video itineraries, one of the most exciting and unique features of this platform. Video itineraries allow you to share content with your client that immerses them in the safari experience months before they depart on their trip.
Regenerating a Video Itinerary
Published May 12th, 2022 by itrvl support
You have contacted itrvl to update a video in itrvl, now what? Once an itrvl team member has notified you that your video is ready to be regenerated you will need to follow these steps to properly regenerate your video on your video itinerary. 1. Head to your "Itinerary Builder" page from your "Client Details" page to the find the itinerary that ha
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