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Customizing Your Client Portal

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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

Customizing Your Client Portal

  • The Client Portal: What is it?
  • How to Publish to the Client Portal
  • Sharing a Quote + Video Only Link
  • Accommodation Profiles
  • Self Serve Feature
  • Choosing an Itinerary Featured Image
  • Customizing Photos and Videos on your Client Portal
  • Omitting Accommodations from a Video Itinerary

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