What are Internal Itinerary Notes?

Internal Itinerary Notes are a good way to organize information about individual itineraries or lookbooks. They're especially useful if you plan to create and send out different versions of the same proposal or options to the same guests.🌴

• How do I add or edit Internal Itinerary Notes?
• How can I view Internal Itinerary Notes?
• What's the difference between Internal Itinerary Notes and Internal File Notes?

How do I add or edit Internal Itinerary Notes?

You can add or edit Internal Itinerary Notes within the General Info tab of a lookbook or itinerary.

The word COPY will be automatically added to these notes upon duplicating an existing proposal. 

How can I view Internal Itinerary Notes?

You can view these notes on your Dashboard when expanding a trip's information and while on its Proposal History tab.

📌 Internal Itinerary Notes appear when email notifications are enabled. Any text you enter is also searchable in your Dashboard; just use the search bar. 

What's the Difference between Internal Itinerary Notes and Internal File Notes?

On Safari Portal, a file can contain multiple proposals; even though you may draft or send multiple itineraries or lookbooks, they're all related to the same trip.

Internal Itinerary Notes

Notes about individual itineraries or lookbooks are best placed in Internal Itinerary Notes.

What is included in that specific itinerary or lookbook, who's receiving the proposal, and the stage or version of the proposal are things you could include here. 

Internal File Notes

Notes about the entire file are best placed in Internal File Notes. 

Who referred you to the file, the trip budget, the number of children traveling and their ages, and the travel window are all appropriate to add here. 

Nice job keeping organized! 👌