Where to find the trip itinerary?
- Choose one trip from the list.
- Locate the trip menu on top of your screen and click on Itinerary.
- You can view a General Trip Itinerary or you can select each client in the trip and view their Personal Itinerary.
- To see a personal itinerary, find the client menu on the left side of the screen and click on the name of the client you want to see.
- It will appear the itinerary with all the services to which this client has been registered.
- You will be able to see the details of each service such as type, start and end date, cost, among others. Also if you click on clients, you will see a list of the other clients also added to that service.
- To return to the general itinerary, you just have to click on clients in the menu located on the left side of the screen.
Note: General and Personal Itineraries can be downloaded to PDF format, so that it can be sent to your clients.