Edit the Itinerary Name and Publish 

1. To edit the name of your itinerary click the blue pencil button on the right side of the itinerary name. 

2. Click the Check or hit return to save your updated name. 

Publish and Share Your Client's Client Portal 

1. Once you have created your client's itinerary and are ready to share their client portal you will start by clicking the orange button in the top right corner to go back to your Client Details page. 

2. At the top of your Client Details page you will see the button to "Share Client Portal". A link will be copied to your clipboard, paste the link in a new tab to check that their client portal is showing the correct itineraries. 

3. Share the link that was copied to your clipboard with your client to share their customized Client Portal. 

NOTE: 

Make sure that the link you send looks like:

https://itrvl.com/client/portal/Yb5F6zDOy1RWrtGC3B99Q9zHZxKhdobkD2VrkAyviTZ5irA9YiHHBbB5UHC3B1TD

NOT: https://itrvl.com/client/itineraries 

Publish and Share Your Client's Itinerary

1. Once you have customized your itinerary and are ready to share it with your client simply press 'Publish To Client Portal' and you will be able to see your itinerary on your agency-branded portal.

2. To view your specific itinerary click the share link in the 

Copy the Video Link from the Client Portal

1. Click on the share link icon next to your itinerary name. 

 2. A link will automatically be copied to your clipboard. Paste the link in your browser.

3. You will be taken to that specific itineraries video itinerary. 

4. To share the itinerary video scroll down and click the “Share Video” button. Click “Copy Link”, to copy the video only link to your clipboard. Note: A video-only link will only show your itinerary video and will exclude details about the trip.