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How do I link an itinerary to a contact record?

Link Personal Itineraries to a traveller's contact profile to keep a complete record of their past and upcoming trips in one place.

Quick Links
- Getting started
- Linking an itinerary
- Managing linked itineraries
- Need help?

Getting started

Step 1

Open the Contact Manager and select the traveller contact you want to work with.

Linking a contact 1

Step 2

Select the Itinreries tab from the menu at the top of the contact profile.

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Linking an itinerary

Step 3

Click Add Itinerary in the top right corner.

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Step 4

In the pop-up, search for the itinerary you want to link using:

  • Itinerary Name
  • Itinerary Reference Number
  • Start Date

Select the plus icon to link the itinerary to the contact's profile.

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Note: Only enabled itineraries appear in the list. Disabled itineraries will not appear until they are re-enabled.

Step 5

When you add a contact from the Contact Manager to a Personal Itinerary, the trip will automatically link to their profile. New Personal Itineraries do not need to be manually linked.

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Managing linked itineraries

Step 6

Select the copy icon on a linked itinerary to access sharing options:

  • Classic Link — URL to share the itinerary in the Classic output.
  • Discovery Link — URL to share the itinerary in the Discovery output.
  • Travelkey App Code — code for your traveller to view the itinerary in the Travelkey app.
  • Travelkey Download Link — download link for the Travelkey app

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Step 7

Select the three-dot menu on a linked itinerary for additional actions:

  • Edit — opens the itinerary in the Itinerary Builder.
  • Preview — view the digital itinerary before sharing.
  • Remove — unlinks the itinerary from the contact's profile.

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Need Help?

- Support: support@wetu.com
- Live chat: Available in your dashboard

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