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7.3 Adding Notes to your Itinerary

Need to add personalized notes to your itinerary?

Written by itrvl support

Updated at May 5th, 2025

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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
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  • Jacada Global
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Client Notes


Would you like to add custom notes to your client portal and provide more information to your clients about you, the trip, and more? a


Use the Customizations tab on your Itinerary Details page to write personalized notes for your client. 

 

1. Click the Customizations tab next to Itinerary Pricing on the Itinerary Details page.


 

 


2. Customize your client notes to help your client on their journey. 



Custom Notes to Individual Line items 

Add custom to notes to individual line items by selecting the Notes button on the right side of the line item. Update the text per the line item, refresh your client portal and watch it immediately populate on your client portal. 

Now you know how to hide line items and add personal notes to your client's itinerary! 

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  • 7.2 Hiding Line Items
  • 7.1 Share an Itinerary and Client Portal
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