A Travel Brief Card allows you to display 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.

📌 Note: Currently, Travel Brief cards are only supported for Calendar Builder Itineraries.

Step-By-Step Instructions

1. In the section of your Travel Dashboard where you want to add the card, click the +Add button.
2. Select Travel Brief from the dropdown menu. This opens the Add Travel Brief window.
3. Under Card Design, enter a Card Title and, optionally, a Card Description.
4. Turn on Show Button, then enter the Card Button Text or keep the default text.
5. 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.
6. Under Content, choose what to display when a guest clicks the button to view the Travel Brief Card.
7. 1. Each checked box becomes a tab in the Your Travel Brief modal that opens when a guest clicks the button.
   2. 1. Entire Travel Brief adds an "All" tab that includes every itinerary event
      2. Flights, Transportation, and Accommodation each add their own tab filtered to just that event type.
8. 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.
• To edit a Travel Brief Card after it's saved, hover over the card and click the pencil icon in the top right corner.
• If Select Itinerary comes up empty, double-check that the File's itinerary was built in Calendar Builder since Classic Builder itineraries won't appear.
• If your itinerary was built in Classic Builder, Travel Brief won't have anything to pull from. The workaround: create a separate Calendar Builder Itinerary in the same File with just the details you want to appear, then point the Travel Brief Card at that itinerary instead. See Displaying flights in Travel Dashboards for Classic Builder Itineraries for the full walkthrough.

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