Tourwriter introduces two new fields to categorise and differentiate itineraries. They are labelled Type 2 & Type 3 on your database and allow additional customisation wherein you can list drop-down options for the Type 2 field. The Type 3 field lets you select a date mapped to the Type 2 field. The new fields cater […]
Category: Itineraries Tab
The Itinerary Name is the name of the party travelling. Think of a naming convention that is the easiest for your company to use as this is how the itineraries will appear and be sorted in the Itineraries Menu on the left.
Itinerary Start/End Information
For Itinerary Start Date, Tourwriter automatically defaults to the date of creation or date of copy (i.e. today’s date). The date format is set according to the date and time format setting on your computer. Itinerary start/end times are in the 24 hour clock format e.g. 14:00.
Itinerary Additional Information
The Comments field is a passive communication field, i.e.between employees, and can be used to record a brief overview of the client and their travel plans (i.e. honeymoon, active outdoors, into food and wine etc).
Tasks Work Space
The Tasks Work Space is Tourwriter’s ‘To-do List’ for Itineraries. Join Roshni in the above video to learn about the Scheduled Tasks feature of Tourwriter. Learn how to add new tasks to an itinerary, create a list of default tasks, and report on any outstanding tasks.
How to Move Itinerary Dates
This quick and easy way of moving your itinerary bookings will save you time and is less prone to human error.