--- title: Where do I add client details for an itinerary? description: Learn how to complete the Itinerary Details step in Wetu, including client details, traveller names, room configuration, and special interests. --- [![](https://knowledge.wetu.com/hubfs/Knowledge%20Base%20Header%20Media/Inverted_withouttagline.png)](https://wetu.com) [Contact Us](mailto:support@wetu.com) [Skip to content](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#main-content) Open main navigation Close main navigation - [Contact us](mailto:support@wetu.com) [Contact us](mailto:support@wetu.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledgebase](https://knowledge.wetu.com/?hsLang=en) 2. [Setting Up an Itinerary](https://knowledge.wetu.com/setting-up-an-itinerary?hsLang=en) 3. [Itinerary Details & Configuration](https://knowledge.wetu.com/setting-up-an-itinerary?hsLang=en#itinerary-details-configuration) June 15, 2026 # Where do I add client details for an itinerary? ## Client details, itinerary settings, traveller names, and room configuration are all completed in the Itinerary Details step - the first step of the Itinerary Builder. **Quick Links** \- [Getting started](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Getting_started) \- [Itinerary settings](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Itinerary_settings) \- [Special interests](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Special_interests) \- [Traveller names](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Traveller_names) \- [Room configuration](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Room_configuration) \- [Need Help?](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#Need_Help) ### **Getting started** 1\. Navigate to **Trip Solutions**. 2\. Click **Itinerary Builder** to open the dropdown menu. 3\. Select **Personal Itinerary** or **Sample Itinerary**. 4\. Create a new itinerary to open the **Itinerary Details** step. ![Add clients details 1](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%201.jpg?width=670&height=482&name=Add%20clients%20details%201.jpg) **Note:** Client-specific fields (Client Name, Client Email, Telephone, Traveller Names) apply to Personal Itineraries only. All other fields apply to both Personal and Sample Itineraries. [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) ### **Itinerary settings** Complete the fields in the Itinerary Details step. Only the **Itinerary Name** is required - all other fields are optional. | Field | Description | | --- | --- | | **Itinerary Name**  Required | A descriptive name for the tour. Required before moving to Step 2. | | **Client Name** | The name of the group or lead traveller enquiring about the trip. | | **Reference Number** | Your internal reference or invoice number. Used to search for the itinerary and as the document name on any generated documents. | ![Add clients details 2](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%202.jpg?width=670&height=482&name=Add%20clients%20details%202.jpg) | Field | Description | | --- | --- | | **Theme** | Select the visual theme for the itinerary. | | **Branding** | Select the company details to display. Choose from the Identities created in your account settings. | | **Unique Booking URL** | Adding a URL here will direct clients to that website when they select **Book Now** on the itinerary. | | **Languages** | Select the itinerary language. Accommodation and service descriptions will be translated, but free text fields must be written manually in the required language. | | **Client Email** | Your client's email address. Stored as a record, or used to pre-populate the Email Client Link on Step 6. | | **Telephone** | Your client's contact number for easy reference. |   ![Add clients details 3](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%203.jpg?width=670&height=482&name=Add%20clients%20details%203.jpg) [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) ### **Special interests** 1\. Locate the **Special Interests** field. 2\. Click the expand button on the left (an epanded input pannel will apear) or 3\. Type a keyword directly in the field (e.g. Honeymoon, Cultural Tour, Wildlife, Adventure). 3\. Press **Enter** to add it. 4\. Repeat to add more interests. ![Add clients details 4](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%204.gif?width=670&height=482&name=Add%20clients%20details%204.gif) 5\. To remove keywords press the **x** next to the keyword. [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) ### **Traveller names** 1\. Use the **+** and **−** symbols to set the number of adults and children. 2\. Click **Enter Names** in the top right. 3\. A new window will open. 4\. Enter the names of adult travellers. 5\. Enter the name and age of each child traveller. 6\. Click **Save Names**. ![Add clients details 5](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%205.jpg?width=670&height=482&name=Add%20clients%20details%205.jpg) [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) ### **Room configuration** 1\. Use the **+** and **−** symbols to set the number of each room type required. **Note:** This sets the default room configuration for the itinerary. You can override it per accommodation in the Accommodation step. ![Add clients details 6](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Using%20Wetu%20Itineraries/add%20client%20details%20for%20an%20itinerary/Add%20clients%20details%206.jpg?width=670&height=482&name=Add%20clients%20details%206.jpg) [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) ### **Need Help?** \- **Contact Support:** [support@wetu.com](mailto:support@wetu.com) \- **Live Chat:** Available on your Dashboard [back to top](https://knowledge.wetu.com/where-do-i-add-client-details-for-an-itinerary#back_to_top) - Home - Products - Pricing - Blog - Company [![Brand\_Pillar\_Icons\_set-1](https://knowledge.wetu.com/hs-fs/hubfs/Brand_Pillar_Icons_set-1.png?width=240&height=80&name=Brand_Pillar_Icons_set-1.png "Brand_Pillar_Icons_set-1")](http://wetu.com)  **Contact Support**: **[support@wetu.com](mailto:support@wetu.com)** [mailto:support@wetu.com](mailto:support@wetu.com)