Upgrading to a Custom App — What You Need to Know
When you upgrade to a custom app, existing itineraries do not automatically switch to the new app.
We do this intentionally — so you don’t have to ask existing clients to download a different app unless you choose to.
Our Recommendation
To keep things simple, we recommend:
• Leave existing itineraries connected to the Travel Portal app
• Use your custom app only for new itineraries moving forward
This avoids confusion and prevents clients from needing to download another app mid-trip.
If You Do Want to Move Existing Itineraries to Your Custom App
You absolutely can — but it requires a few manual steps.
1. Your client must:
- Download your new custom app
- Delete the Travel Portal app (recommended to avoid confusion)
2. You must update the itinerary:
- Open the existing itinerary
- Go to the General Info tab
- In Mobile App Experience, select your custom app from the dropdown
- Re-share the itinerary with your client
If you do not change the Mobile App Experience setting, the itinerary will remain in the Travel Portal app.
What Happens Automatically
After your custom app is created:
• All new itineraries will default to your custom app
• Existing itineraries remain connected to the Travel Portal app unless manually changed
• The Travel Portal app continues to work — nothing is disabled
For New Clients
For any new client going forward:
• Ask them to download your custom app
• New itineraries will automatically be set to your custom app
• No manual switching is required
In Short
Nothing changes for existing clients unless you choose to change it.
Your custom app becomes the default for all new itineraries moving forward.
Keywords: custom app, add custom app later, travel portal app, app upgrade, client app
