The first step in using Fieldbook is to create a day-by-day itinerary that serves as the foundation for your tours.
Once your itinerary is ready, Fieldbook automatically generates three key documents:
Sales Brochure – for prospective clients
Guest Itinerary – for your travellers
Guide Itinerary – for your guides and operations team
How to Building Out Your Tour Itinerary
This quick video walks you through the first step in using Fieldbook—building out your tour itinerary.
Step-by-Step: Creating Your Itinerary
Create a Departure
Head to the Departures section and click New Departure to get started.
We recommend selecting the Starter Package when prompted—it’s a pre-filled template designed to help you get up and running quickly.Add Days to Your Itinerary
Use the drag-and-drop calendar to build out the day-by-day structure of your tour.
Add Itinerary Items
For each day, add items like transfers, meals, activities, and accommodation.
Add Descriptions
Write guest-facing and guide-facing content (e.g. cultural notes, meeting times, packing tips).
Preview Your Documents
Head to the Documents tab to preview your Sales Brochure, Guest Itinerary, and Guide Itinerary.
Make Adjustments
Rearrange, update, or expand your itinerary as needed—it will update across all documents automatically.
Explore a Sample Tour
Want to see what a fully built tour looks like? Check out the Ultimate Sydney Field Tour in the Package or Departure tab. It’s a complete sample you can explore to get inspiration and see how everything fits together.
Related Help Articles
Up Next: Add Suppliers and Services
Once you’ve completed the itinerary, the next step is to add suppliers to your tour. This ensures that all supplier information—such as hotels, transport, and activity providers—is captured in Fieldbook and seamlessly integrated into your tour documents. Get started here.