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How do I confirm a File or Itinerary?
Move a trip from the planning stage to a confirmed booking

Once your client is ready to proceed, you can confirm an itinerary directly from the Files dashboard.

To confirm an itinerary:

  1. Navigate to the Files Dashboard.
  2. Locate the File containing the itinerary you want to confirm.
  3. Click the Confirm button on the same row as the File.
  4. In the pop-up window, select the itinerary you wish to confirm by checking the box next to it.
  5. Click Next.
  6. Enter the number of travelers.
  7. Choose whether you would like to create a Travel Dashboard for the trip now.
  8. Complete the confirmation process.

Important notes

  • Only Itineraries can be confirmed.
  • Lookbooks cannot be confirmed.
  • An itinerary must have specific travel dates before it can be confirmed.
  • Once confirmed, the File will move into your confirmed trips workflow and can trigger any associated automations, tasks, and financial workflows.

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