The Guests section of an itinerary displays the composition of travelers - adults, children and infants - along with their names and contact details.
It also includes notes, personal information, identification details, health-related information (such as allergies and dietary restrictions) and relevant physical attributes. All of this information can be easily edited to support efficient communication and smooth 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
A. 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.
B. Co-traveler(s)
1. How to add a co-traveler in an itinerary
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.
ฮn the pop-up window that appears, complete the required data of the co-traveler.
Click on ADD CO-TRAVELER once done.
2. How to delete or edit a co-traveler
The linked co-travelers of an itinerary may be deleted or edited by clicking on the respective buttons - any changes will also be displayed in the Associations section of the specific Customer, ie. Trip Leader.
