Tour operators spend hours creating and maintaining comprehensive documents containing all the information needed to run a trip. These documents are critical, but assembling and maintaining them can be a challenge.
Common Tour Documents
Document | Audience | Description |
Sales Brochure | Prospective Clients | A branded and visually captivating document showcasing tour highlights. Can function as a sales proposal or quote. |
Guide Itinerary | Guides | The document the guide references during the tour. It contains detailed notes, including daily action items, passenger details, and reservations. Often called a "Guide Runsheet" or "Manifest." |
Passenger Itinerary | Passengers (Guests) going on Tour | Sent to guests before the trip, and referred to during the trip. Includes packing lists, cultural tips, and the trip schedule. |
The Solution: Fieldbook
With Fieldbook, you work from a unified itinerary that generates three key documents—Sales Brochure, Guide Document, and Passenger Itinerary. These documents are professional, branded, and cohesive. You only need to make changes in one place, and the updates flow everywhere.
Key Benefits:
Reduce Errors: Maintain accuracy effortlessly by working from a unified itinerary.
Save Time: Streamline your workflow and eliminate repetitive tasks.
Enhance Professionalism: Create polished, branded documents that impress clients and empower staff.
Centralised Access: Keep all trip-related information in one place for easy access and management.
See It in Action
Callout: Currently, these documents are available as PDFs. Coming soon: an interactive tour web page for passengers and guides to access all necessary information in real-time.
How Fieldbook’s Tour Documents Work
Fieldbook connects all your tour documents to a single source of truth: the itinerary. Updates to the itinerary automatically flow into your Sales Brochure, Guide Itinerary, and Guest Itinerary, ensuring consistency and reducing manual effort.
Unified Editing: Changes made to your itinerary update across all documents instantly.
Tailored Outputs: Customize each document by choosing the level of detail to display based on the audience (e.g., hiding guide-only notes in the Guest Itinerary).
Getting Started: Sign Up for Fieldbook
Don’t have an account? Meet with our sales team to get started.
Creating Fieldbook Tour Documents
When you build your itinerary within a package or departure, Fieldbook automatically populates three key documents:
Sales Brochure: A visually appealing, branded document to share with prospective clients.
Guide Document: A comprehensive guide run sheet with all the details your tour guides need.
Passenger Itinerary: A detailed itinerary for your guests, including packing lists, cultural tips, and essential trip information.
Callout: Coming Soon – Itinerary AI Import: Leverage AI to upload your existing document to instantly create a Fieldbook itinerary.
How to Create an Itinerary in Fieldbook
Building an itinerary is straightforward:
Create a package or departure in Fieldbook.
Add the details of your itinerary step-by-step.
Creating a Sales Brochure
Craft a high-level marketing asset that is visually appealing and customisable:
Remove times to focus on the highlights of the tour.
Adjust the level of detail for each activity item.
Hide specific days if necessary.
Easily switch between different views for optimal presentation.
Creating a Passenger Itinerary
Deliver a polished and detailed itinerary for your guests:
Include pre-departure days to capture optional add-ons.
Add custom pages to share important trip details or personalized information.
Creating a Guide Document
Empower your guides with the right information, all in one place:
Include detailed guide notes, such as cultural backgrounders, directly linked to the itinerary.
Provide guest flight information and other logistical details without the need for separate documents.
Import passenger details to …
Using Fieldbook Documents with Your Booking System
🎥 Watch Now
Seamlessly integrate Fieldbook with your existing booking system:
Upload your sales brochure and link it to your passenger itinerary.
Coming Soon: Live links to an interactive tour web page for passengers and guides, ensuring everyone has real-time access to the latest information.