A Travel Brief Card allows users to view the full Travel Brief, or just the flights, accommodations, transportation, or any combination of those sections from a Calendar Builder itinerary directly within a Travel Dashboard. This gives guests quick access to key travel information at a glance. This card can also be enabled to show a countdown of days before a trip begins.
📌 Note: Currently, Travel Brief cards are only supported for Calendar Builder Itineraries.
Step-By-Step Instructions
- In the section of your Travel Dashboard where you want to add the card, click the +Add button.
- Select Travel Brief from the dropdown menu. This opens the Add Travel Brief window.
- Under Card Design, enter a Card Title and, optionally, a Card Description.
- Turn on Show Trip Countdown if you want to show a live countdown to depature on the card.
- Turn on Show Button, then enter the Card Button Text or keep the default text.
- Under General Information, use the Select File field to choose the File, then use the Select Itinerary field to choose the Calendar Builder Itinerary within that File.
- Under Content, choose what to display when a guest clicks the button to view the Travel Brief.
- Each checked box becomes a tab in the Your Travel Brief modal that opens when a guest clicks the button.
- Entire Travel Brief adds an "All" tab that includes every itinerary event
- Flights, Transportation, and Accommodation each add their own tab filtered to just that event type.
- Use the card's Visibility setting to customize which guests can see the card.
- Click Add Card to save the Travel Brief Card to your Travel Dashboard.
Tips & Tricks 💥
- When a guest clicks the card's button, the Travel Brief opens as a pop-up with tabs for All, Flights, Transportation, and Accommodation — whichever you enabled under Content. Each tab lists entries with Date, Activity, and Notes pulled straight from the itinerary.
- When Show Trip Countdown is turned on, the card shows a large number with "Days until departure" underneath it, counting down to the trip's start date.
- If Show Trip Countdown is turned off, the card shows only the text entered in Card Description.
- The countdown updates automatically and hides itself once the trip starts.
- The countdown updates based on each guest's own device and time zone, so every guest sees the correct number of days no matter where they're located.
- If Select Itinerary comes up empty, double-check that the File's itinerary was built in Calendar Builder.
- If your itinerary was built in Classic Builder, Travel Brief won't have anything to pull from. Check Displaying flights in Travel Dashboards for Classic Builder Itineraries for the full workaround.
- Hover over the card and click the pencil icon to access the edit menu. This dropdown gives you these options:
- Edit Card changes the card title, description, countdown setting, and content tabs
- Edit Itinerary opens the itinerary editor so you can modify the travel details
- Change Section moves the card to a different section of your Travel Dashboard
- Delete Card removes the card from your dashboard (a confirmation window will ask if you're sure)
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