Quick Links
- Access the Itinerary Browser
- Browser layout
- Column reference
- Open and edit an itinerary
- Available actions
- Need help?
Access the Itinerary Browser
1. In the navigation panel, click Trip Solutions.
2. Select Personal Itineraries.
Browser layout
Top-right actions
- Create New - Opens a new itinerary.
- Filter - Opens advanced filters, useful when managing a large number of itineraries.
- Regions - View itineraries by region (if enabled on your account).
Search bars
Each main column has a search box to narrow the list without scrolling:
- Itinerary - Search by itinerary name
- Client - Search by client name
- Ref No. - Search by reference number
Dropdown filters
- Language, Branding, Consultant, and Status filters
Tip: Use multiple filters together to find specific itineraries quickly.
Column reference
| Column | Description |
|---|---|
| Itinerary | Name of the itinerary. Click the name to open it in the builder. Use the checkbox to select it for bulk actions. |
| Client | Client name from Step 1: Itinerary Details. Helps identify who the trip belongs to. |
| Language | Language of the itinerary output, set in Step 1. |
| Ref No. | Reference number for internal tracking or linking to booking systems. |
| Start Date | Trip start date from Step 2: Accommodation. Shows "no date" if dates have not been set. |
| Nights | Total nights in the itinerary, calculated from accommodation entries in Step 2. |
| Modified | Date the itinerary was last updated. Useful for tracking recent changes. |
| Branding | Branding profile applied to the itinerary. Set in Step 1. |
| Viewed | Number of times the itinerary link has been opened by clients. |
| Last Viewed | Most recent date the itinerary was opened. Useful for tracking client engagement. |
| Consultant | User assigned to the itinerary. Helps teams manage booking ownership. |
| Status | Current status (e.g. Booked, Cancelled, Invoice). Can be used for internal workflow tracking. Defaults to None. |
Open and edit an itinerary
1. Locate the itinerary using the search bars or filters.
2. Click the itinerary name to expand the row.
3. Click Edit to open the full 6-step builder.
Available actions
Preview and print
| Action | Description |
|---|---|
| Preview (Discovery / Classic) | Shows how the itinerary will look to the client without sending a viewing notification. |
| Get Printable | Generates a printable version of the itinerary. |
| Post | Sends or shares the itinerary output. |
Copy
| Option | Description |
|---|---|
| Copy | Creates an exact duplicate of the itinerary. |
| Copy as New | Creates a new version to edit independently. |
| Copy as Sample | Saves as a reusable template. |
| Copy as Component | Converts the itinerary into a component. |
Manage
| Action | Description |
|---|---|
| Transfer | Transfer the itinerary to another consultant. |
| Disable / Enable | Hides or shows the itinerary to clients. Disabled itineraries are not deleted. |
| Lock / Unlock | Prevents or allows editing. Use when the itinerary is final. |
Share and client access
| Option | Description |
|---|---|
| Classic Itinerary Link | Copy and send the link to clients. |
| Email Client Link | Send the link directly via email. |
| TravelKey App Code | Provides mobile app access for the client. |
Additional options
- Itinerary History - View a log of previous changes to the itinerary.
- Tags - Organise and categorise the itinerary using tags.
- Settings (gear icon) - Access additional configuration options.
- Delete - Permanently remove the itinerary.
Need Help?
- Contact Support: support@wetu.com
- Live Chat: Available on your Dashboard