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Sharing a Quote + Video Only Link

Written by itrvl support

Updated at March 28th, 2022

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  • itrvl Articles
    Getting Started with itrvl Creating Quotes & More Tailoring a Proposal Customizing Your Client Portal Sharing Itineraries with your Clients itrvl's Payment Process Putting itrvl's Marketing Tools to Use Confirming a Booking itrvl Screens Turning Leads into Clients Welcome to itrvl
  • Video Tutorials
  • YZ / WS Direct Manual
    1. Logging in 2. Creating a New Client 3. Modifying a Booking 4. Rates/Pricing 5. Selling Price 6. Client Details 7. Publishing to Client Portal 8. Version History 9. Invoicing Clients 10. Wilderness Window
  • Jacada Global
    1. Logging in 2. Client Creation & Management 3. Itinerary Building 4. Managing & Modifying Itinerary 5. Presentation Editor & Client Portal 6. Costing, Pricing & Invoicing 7. Post Confirmation Flights & Activities
  • Jacada Content Team
+ More

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 ready to share their client portal you will start by clicking the orange button in the top right corner to go back to your Client Details page. 



3. At the top of your Client Details page you will see the button to "Share Client Portal". A link will be copied to your clipboard.



4. From here you can review the client portal by pasting the link in your browser's URL or simply include the share link in an email to send off to your client. With this link, they will have the ability to explore this once-in-a-lifetime journey that has been created for them!


NOTE: 

Make sure that you use the link that is copied to your clipboard. DO NOT copy the link directly from the URL. 


Correct link: 

https://itrvl.com/client/portal/Yb5F6zDOy1RWrtGC3B99Q9zHZxKhdobkD2VrkAyviTZ5irA9YiHHBbB5UHC3B1TD


NOT: https://itrvl.com/client/itineraries 



Instead, use the link that is copied to your 'clipboard' when pressing the 'Share Link' button in your 'Client Details' page. 


Another option is to use the 'Email Link' button, however note that the email will be sent from a 'no reply' email address and you will not be able to personalize the email to your liking.


Sharing a Video Only Link


To share a video only link head to the your client details page. 


1. Your client details page can be found in the top right corner

2. Once you are in your client details page, click the down-arrow next on the itinerary's video you would like to share. 



3. Click "Copy Video Link" to copy the video only link to your clip board.



Now that you have shared your first client portal we encourage you to check out the rest of the knowledge base to see our tutorials on all of the other great features itrvl offers!




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  • The Client Portal: What is it?
  • How to Publish to the Client Portal

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