~5 minutes · Getting Started
You've built your itinerary, set up your passenger page, and polished your sales brochure. Now it's time to send them. This is the moment Fieldbook becomes real.
You're almost there
Sharing your first digital page is the milestone that makes everything you've built in the last few hours tangible — for you and for your guests.
How to share a page
Sharing works the same way for both documents. Open either the Passenger Itinerary or the Sales Brochure in the Documents tab, then click the Share button at the bottom of the panel. Copy the link and send it.
One link, always up to date. The link you share never changes — and because it's connected to your itinerary, any updates you make are reflected immediately. Your guests always see the latest version without you needing to resend anything.
How operators use their Fieldbook links
A Fieldbook link is more versatile than it might seem. Here's how operators are already using both documents in their workflows.
Passenger Itinerary
1. WhatsApp group Pin the passenger itinerary link to your group WhatsApp chat the moment it opens. Guests always know where to find the latest version — and because it updates automatically, you never need to re-pin it. |
2. Booking confirmation email Include the passenger itinerary link in your booking confirmation email template. Guests receive it immediately after booking and can refer back to it as the trip approaches and the details are filled in. |
3. CRM email templates Add the link to your pre-departure email sequences in your CRM. Because the page updates live, one link works across all your automated communications — no need to update templates each time details change. |
4. Pre-departure briefing Send the link as part of your pre-departure briefing a week before the trip. Guests arrive prepared, informed, and with a clear way to reach you directly from the page. |
Sales Brochure
1. Enquiry Follow-Up Send the sales brochure link in response to every enquiry instead of a PDF attachment. It looks more polished, loads instantly on any device, and always shows your most current pricing and itinerary. |
2. Website trip pages Link directly to your sales brochure from your website trip pages. When the itinerary changes — new inclusions, updated pricing, a tweaked itinerary — your website effectively updates itself. |
3. Social Media Bio Add your sales brochure link to your Instagram or Facebook bio. Update it seasonally to point to your current featured trip — a simple way to turn social followers into enquiries. |
4. Trip Catalogue Create a sales brochure for each of your trips and link them together in a simple catalogue page — a single place where prospective guests can browse everything you offer. Free tools like Avely make this straightforward to build. |
✔ You're done with Step 4 when: you've shared your passenger itinerary with at least one guest or colleague, and your sales brochure link is ready to send. Even sending it to yourself counts — open it on your phone and see what your guests will see.
Pages sent? One last step — Step 5: Save your trip as a template →