Itinerary items are the individual activities, transfers, meals, and moments that make up each day of your trip. You can add them from either Calendar view or List view — both open the same item drawer.
Adding an item
Calendar view
Click anywhere on a day in the calendar at the time you want the item to start. The item drawer will open on the right-hand side, ready for you to fill in the details.
List view
Click the + button on the day header and select Add itinerary item from the dropdown. The same item drawer will open.
Filling in the item drawer
Once the drawer is open, work through the fields below. Only the name is required — everything else can be added or adjusted later.
Field | Description |
Name | The title of the item as it will appear on the itinerary and documents — e.g. "Airport transfer", "Welcome dinner", "Free time". |
Start time and end time | Set when the item begins and ends. You can also tick All day if no specific time applies. Times can be hidden on individual documents if needed — see How to show and hide times on itinerary items. |
Show on | Control which documents this item appears on — Guide itinerary, Passenger itinerary, and Sales itinerary. Untick any document you don't want this item to appear on. For example, an operational item like a van pickup might show on the guide itinerary but not the passenger or sales documents. |
Passenger description | The description that appears on the passenger itinerary. You can also tick Show on guide itinerary to use the same description there. If no passenger description is added, the item will still appear on the passenger itinerary — just without a description. |
Sales description | A separate description for the sales brochure. If left blank, the item will appear on the sales document without a description. You can also choose to show the sales description on the passenger or guide itinerary using the checkboxes. |
Guide notes | Operational notes that appear only on the guide itinerary — things like pickup instructions, contact details, or timing reminders for your guides. |
Colour | Assign a colour to the item for visual organisation in the calendar. Colours don't appear on any documents — they're for your own reference only. Some common conventions:
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Services: At the bottom of the item drawer you'll also see a Services section. This is where you can attach suppliers and bookings to the item. Adding services is covered separately — see How to add services to an itinerary item.
Editing an item
Click any existing item in the calendar or list view to open the item drawer. Make your changes and click Save changes to update.
In Calendar view, you can also edit an item's time directly without opening the drawer:
Drag and drop — click and drag the item to a new time slot to change when it starts
Extend or shorten — click and hold the bottom border of the item and drag it to adjust the end time
Changes update everywhere automatically. Any edits you make to an item are immediately reflected across all documents — passenger itinerary, sales brochure, and guide itinerary.
Removing an item
Open the item by clicking on it in the calendar or list view. Click Remove itinerary item at the bottom left of the drawer. The item will be permanently deleted.
This action cannot be undone. Make sure you want to remove the item before confirming.