Understanding how and where your content appears in Fieldbook tour documents is crucial for creating professional and engaging itineraries. This guide breaks down the placement and purpose of key content elements, helping you ensure that every detail is accurately represented in your tour documents. It covers:
Organisation Information
Package/Departure Information
Day Information
Itinerary Item Information
Organisation Information
In the Organisation section of Fieldbook, you can manage the key organisational details that will appear in tour documents.
The content elements are:
Organisation name
Organisation email
Organisation website
Organisation Phone
Organisation Logo
Organisation Address
Where they appear in Tour Documents
Organisational details are shown in the top left corner of the Cover Page. |
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Package / Departure Information
In the Information tab of a package or departure, you can manage key content elements that will appear on your tour documents.
The content elements are:
Package name for passengers
Tagline for passengers
Description for passengers
Cover Image
Where they appear in Tour Documents
Package name for passengers
Purpose: Serves as the headline that introduces the tour to guests.
Where it appears:
Displayed prominently in the top left corner of the Cover Page. |
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Tagline for passengers
Purpose: Provides a brief, engaging summary of the tour, capturing its essence.
Where it appears:
Positioned just below the headline on the Cover Page in smaller text. |
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Description for passengers
Purpose: Offers a concise overview of the tour experience, setting the tone for what guests can expect.
Where it appears:
This description is prominently featured on the Sales Cover Page but does not appear in the Guide or Passenger Documents. It’s designed to be concise, ensuring it fits within a one-page layout. |
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Cover image
Purpose: Enhances the visual appeal of the document, making it more engaging
Where it appears: Displayed prominently on the Cover Page, providing a visual representation of the to
Day Information
Each day in your itinerary can include the following content:
Day Title
Short Summary
Descriptions (Passenger, Sales, Guide)
Day Cover Image
Accommodation Inclusions
Food & Beverage Inclusions
Where they appear in Tour Documents
Day Title
Purpose: Acts as a headline, providing a clear label for each day.
Where it appears:
Shown in the Day Summary section | At the top of every day section in the Itinerary |
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Short Summary
Purpose: Offers a short overview of the day’s activities for the Day Summary page
Where it appears:
Displayed in the Day Summary section (after cover page) of the tour document. |
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Descriptions (Passenger, Sales, Guide):
Purpose: Offers a longer overview of the day for different audiences
Where it appears:
Displayed at the top of each day’s page in the Itinerary section. |
Itinerary (run-sheet) section which is used for Guide and Passenger Itinerary  |
Itinerary (highlights) section which is used for Sales Brochure  |
Day Cover Image
Purpose: Adds visual interest to the document, making each day’s itinerary more engaging.
Where it appears:
Shown at the top of each day in the Itinerary section. |
Itinerary (run-sheet) section which is used for Guide and Passenger Itinerary 
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Itinerary (highlights) section which is used for Sales Brochure
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Accommodation & Food & Beverage Inclusions:
Purpose: Ensures guests are informed about their accommodations and meals for the day.
Where it appears:
Appear at the top of each day’s page in the Itinerary section for the Passenger and Guide Itineraries, and as a bottom banner on the Sales Document. |
Displayed in the top right corner of the Itinerary (run-sheet) section, used for Guide and Passenger Itineraries.
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Appears as a bottom banner in the Itinerary (highlights) section, used for the Sales Brochure.
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Itinerary Item Information
Each day in your itinerary can include the following content:
Itinerary Item Name, Start and End Times
Descriptions (Passenger, Sales)
Guide Notes
Services
Where they appear in Tour Documents
Itinerary Item Name, Start and End Times
Purpose: Provides a clear label for the itinerary item.
Where it appears:
Displayed next to the timeline in your documents. |
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Note: that the times can be hidden if desired. Please see the article How to Prevent Times from showing in Tour Documents
Descriptions (Passenger, Sales)
Purpose: Offers an overview of the itinerary item tailored for different audiences.
Where it appears:
Shown next to the timeline on the left in plain text. |
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Guide Notes
Purpose: Provides specific instructions or notes for guides.
Where it appears:
Displayed in the timeline on the left, highlighted within an orange box for easy visibility. |
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Services
Purpose: Lists the services associated with the itinerary item.
Where it appears:
Displayed beneath the descriptions and guide notes. Only the supplier name and any relevant IDs are shown. |
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If you need further assistance, feel free to reach out to us at [email protected]. We're here to help.