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The Client Portal: What is it?

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

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 the different itineraries you have published to their client portal. They will be able to select any of their published itineraries to view a beautiful video itinerary of their potential trip. 



At the bottom of the 'Client Portal' will be your agency's 'Featured Image/Video' as well as the 'Welcome Header/Body' for a more detailed descriptions of your agency. 



To view a specific itinerary your client will click ‘View Itinerary Details’ on the individual itinerary cards in their client portal. From there, they will be brought to the ‘Adventure Screen’. The 'Adventure Screen' displays details of a specific itinerary including, dates, transfers, and a beautiful video itinerary. 

The efficiency here is unmatched. If you have shared multiple itineraries with your client they will be able to look through each one on their ‘Client Portal’. From here, your client has the freedom to explore a wealth of information and content about the accommodations, regions, and countries that they will be visiting over the course of their trip. 

 


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