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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

Getting Started with itrvl

  • itrvl Booking, Payment, and Escrow Process at a Glance
  • What is itrvl?
  • Setting up and Branding Your Account
  • Building and Sharing your First Itinerary
  • Video Itineraries and Branded Client Portals
  • Creating an Account and Getting Logged in
  • Build the "Flawless Safari" Itinerary with itrvl
  • itrvl's Escrow Process and How it Works

Creating Quotes & More

  • Create a Client
  • Select Start Date, Pax Arrangement, and Accommodations
  • Select Accommodations
  • Accommodation Availability Key
  • Build your Itinerary
  • Add or Remove Bed Nights in an Itinerary

Tailoring a Proposal

  • Fine Tuning the Selling Price
  • Add Excursions, Transfers and More to your Itinerary
  • Choose a New Start Date for your Itinerary
  • Version History
  • Understanding the Itinerary Details Screen
  • Client Details Screen
  • Importing a Quote
  • Change Itinerary Name, Publish and Share
  • Swapping Accommodations in a Quote
  • Regenerating a Video Itinerary
  • Add a New Accommodation to the Start or End of an Itinerary

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

Sharing Itineraries with your Clients

  • How to Share an Itinerary and Client Portal

itrvl's Payment Process

  • itrvl's Escrow Process and How it Works
  • Creating Party Groups and Per Group Costing
  • Adjust Party Group Price Allocation per Line Item

Putting itrvl's Marketing Tools to Use

  • Favorite and Example Itineraries

Confirming a Booking

  • Confirming a Booking
  • Generating Invoices

itrvl Screens

  • Your Account
  • Agency Customizations
  • Client Details Screen
  • Video Itineraries
  • Favorite Itinerary Feature
  • Global Search Bar
  • itrvl Glossary

Turning Leads into Clients

  • Favorite and Example Itineraries

Welcome to itrvl

  • What is itrvl?
  • Logging in for the first time

Copyright 2025 – itrvl.

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