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How do I create an Itinerary using Calendar Builder?
Full walkthrough of the Calendar Builder.


Here's What You Can Do with Calendar Builder Itineraries:

  • Add Flights Directly to the Itinerary: With Calendar Builder, can pull in flights on the Itinerary level, whereas with Classic Builder you can only do this once you confirm the trip and create an associated Guest Portal.
  • Automatic Trip Overview: The system automatically generates a table view summary of your trip, with easy-to-navigate tabs for viewing only flights or only accommodations.
  • Organized Daily Breakdown: Each day (or group of days) in the Itinerary is presented on a separate page, making it easy to read and follow the flow of the trip.
  • Customizable Layout Options: You can choose whether to display text over the left-side primary images, giving you full control over the visual layout. (Adjust this setting via the Itinerary Settings gear icon in the top right corner.)


Read on for step-by-step instructions on building Calendar Builder Itineraries. Or, check out the video lesson on Calendar Builder on the Safari Portal Academy.


Step-by-Step Instructions

Create new from Dashboard

  1. Click the +Create New button from your Dashboard.
  2. Select Itinerary.
  3. Then select New Itinerary.


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General Info Tab

  • You will be taken to the General Info tab of the Itinerary builder. This is the same for all builder modes.


If you are viewing this on a small screen or within the help widget, click here to expand the tutorial.

Details Tab

Introduction

  • First, select Calendar Builder from the pop-up
  • You will have a Timeline View and a Calendar View
    • These two work in tandem
    • You can + New Events from either view
      • Either from the blue Add Event button on the left above the Timeline, or by hovering over any day on the Calendar and clicking the + button
    • From the Timeline, you can rearrange the order of events on any day
    • From the Calendar
      • Drag and drop individual events to other days
      • Extend or shorten individual events

Configuring Dates

Hide or Show Dates

You can choose to display actual dates on your Itinerary, or create a sample Itinerary with placeholder dates. In the latter case, the Itinerary will use "Day 1," "Day 2," "Day 3," and so on.


Update the Start Date

You can also easily change the Start Date for the whole trip.


Bulk Actions

How to bulk-select events:

  • Bulk-select events by holding Shift + clicking on multiple events
  • Bulk-select all the events on a day by Shift + clicking on where it says the Day # to bulk-select all the events on that day
  • Bulk-select all the events in between a range of days by Shift + clicking on where it says the Day # of the first day of a series of days to multi-select all the events on the day and Shift + clicking on the Day # of the last day to select all the events in between


How to bulk duplicate or delete events:

  • Using the Actions button, bulk delete events
  • Using the Actions button, duplicate or bulk duplicate events

Next Steps

Now that you've got the lay of the land, you can start adding events to your Itinerary. Click here to learn the ins and outs of each event you can add.