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 on "Share Client Portal" to access the shareable link for the Client Portal Welcome Page, where guests can view various itinerary options.

3. Edit from recent activity: Click on an itinerary name in the recent activity feed to jump directly to the Edit Itinerary page for that trip. IP locations show where guests have accessed their itineraries.

4. Access additional tools: Use the dropdown next to each "Edit Itinerary" button to access additional tools and options.

5. Publish or unpublish itineraries: Click "Publish Itinerary" or "Unpublish Itinerary" to show or hide an itinerary from the client portal.

6. Download itinerary documents: Click "Download Invoice Document" (or any other downloadable file) to access the confirmation invoice or other relevant documents for the itinerary.

7. Edit and update itineraries: Click on an itinerary name to edit and update it directly from the Client Details page.

8. Import booking: Import bookings received directly from Wilderness or when experiecing issues by pressing the Import Booking option in the upper right corner.

9. Adjust itinerary order: Drag itineraries to reorder them on the Client Portal. The top itinerary will be featured with extra space in the client presentation.

10. Edit client information: Use the Client Details section to update the client’s name or store additional client information.