The Guests section of an itinerary displays the composition of travelers—adults, children, and infants—along with their names, contact details, notes, and health-related information such as allergies and dietary restrictions, all of which can be easily edited to ensure efficient communication and coordination.
Certain information displayed in this section is populated automatically when creating the itinerary manually or through the PMS integration (if activated).
The available guest composition information can be updated by clicking on the - / + signs.
Guests breakdown
Trip Leader
The Guests breakdown includes basic information about the Trip Leader, such as phone number and email. This information is automatically populated with the trip leader added during the creation of the itinerary and can be edited by clicking on the Edit Trip Leader icon.
Important note:
When a Trip Leader is created, either manually or through PMS integration, a Customer is also created simultaneously.
Co-traveler(s)
Co-travelers can be added in the itinerary by clicking on ADD CO-TRAVELER.
When clicking on ADD CO-TRAVELER, a pop-up window will open. If the co-traveler already exists and is linked to the specific customer, they will appear in the dropdown menu for addition to the itinerary.
Alternatively, if the co-traveler is not linked to the specific customer and cannot be found, a new co-traveler can be created by clicking on Create new co-traveler.
Ιn the pop-up window that appears, complete the required data of the co-traveler.
Click on ADD CO-TRAVELER once done.