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