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YZ / WS Direct Manual

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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

1. Logging in

  • 1.1 Logging in
  • 1.2 Contacting the itrvl team

2. Creating a New Client
  • 2.1 Create a Client
  • 2.2 Selecting Start Dates, Travel Configuration, and Accommodations
  • 2.3 Understanding the Itinerary Details Screen
  • 2.4 Importing a Quote

3. Modifying a Booking

  • 3.1 Change Itinerary Start Date
  • 3.2 Add or Remove Bed Nights in an Itinerary
  • 3.3 Adding Tours, Services, and Transfers
  • 3.4 Add a New Accommodation to the Start or End of an Itinerary
  • 3.5 Swap Accommodations

4. Rates/Pricing
  • 4.1 Calculations
  • 4.2 Margin Sliders
  • 4.3 Negative Margin
  • 4.4 - 4.5 Changing a Services Selling Price and Reverting the Price
  • 4.6 Split Party Bookings

5. Selling Price
  • 5.1 What Supplier Cost, Upfront Costs, Margin and Escrow mean
  • 5.2 Deposits
  • 5.3 itrvl's Escrow Process & How it works

6. Client Details
  • 6.1 Itinerary Quick Actions Dropdown
  • 6.2 On demand PDF Itineraries
  • 6.3 Booking Confirmation
  • 6.4 Pricing Breakdowns

7. Publishing to Client Portal
  • 7.1 Share an Itinerary and Client Portal
  • 7.2 Hiding Line Items
  • 7.3 Adding Notes to your Itinerary
  • 7.4 Customizing photos and videos on your Client Portal

8. Version History

  • 8.1 Version History

9. Invoicing Clients
  • 9.1 Request to Provisionally Hold a Booking
  • 9.2 Creating Invoices

10. Wilderness Window
  • 10.1 Access the Wilderness Window

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