Step-by-Step Instructions On How To Share Itinerary Templates
Option 1: Sharing from the Content Library
You might want to share a template right from the Content Library without creating a stand-alone file for it on your Itineraries dashboard. If so, follow these simple steps:
Step 1: From the Content Library, open the Itinerary Template table by clicking on the words "Itinerary Template" or the dropdown triangle.
Step 2: Click the 3 dots.
Step 3. Click Share.
This will copy the link to your clipboard. From here, you can simply share the link by clicking command ⌘ + V on a Mac or Edit > Paste.
Option 2: Create a Customized Itinerary from Your Template
You might want to use your Itinerary Template as a base to customize a new itinerary for a specific client, with dates and details. To do this:
Step 1: Click Create New Itinerary.
Step 2: Select New From Template and start searching for the template that you would like to use. Once you've found it, click Next.
You can now work off of this template as a base, customizing it however you would like for your clients.
Have fun creating beautiful itineraries ✨