5 steps · ~3 hours total · Getting Started
Your Goal
By the end of this guide, you'll have sent your first digital page to a guest or prospective customer.
Most tour operators carry their trips in their heads or across scattered spreadsheets and documents. This guide is about getting it all into one place — so your trips become reusable, repeatable, and shareable in minutes.
Work through the five steps below in order. Each one builds on the last, and by Step 4 you'll have something ready to send to your guests.
Your starting point: When you log into Fieldbook for the first time, you'll find a trip already loaded in your account. Everything in this guide refers to that trip — look for it in your Departures tab and start there.
The five steps
1. Complete the itinerary
Your trip is already partially loaded — review what's there, fill in the gaps, and add anything that's missing. The goal is simple: get your trip out of your head and into Fieldbook. Don't worry about perfecting it — you can always refine later.
~1–2 hours
2. Set up the passenger itinerary
Review and customise the digital page your guests will receive. Add a welcome overview, any custom sections like packing lists or travel information, and your trip contact card. This is a live document — any updates you make reflect instantly, no re-sending required.
~ 30 minutes
3. Set up the sales brochure
Turn your itinerary into a polished sales asset. Add images, select your trip highlights, and set your action buttons. Because it's built from the same itinerary, any update you make is reflected across both your passenger page and your sales brochure at once.
~ 20 minutes
4. Share both pages
Click Share, copy the link, and send it. We'll also show you how other operators are using their Fieldbook links — from WhatsApp groups and CRM templates to website trip pages and social media bios.
~ 5 minutes
5. Save as a template
Save your trip as a reusable template in your library. Next time you run a similar tour, you'll start with your full structure, descriptions, document sections, and brand already in place — not a blank page.
~ 2 minutes