Pro Feature: This functionality is available on the Pro plan. You can find more information here: How to update and manage your WeTravel subscription?
In this article, we will go over the basics of the itinerary builder and how to use it to create enticing proposals that you can link to your WeTravel trips to get bookings.
When you open the itinerary page for the first time, you will see two example itineraries already created. You can copy and adjust them with your own information, or use them as examples of what your own itineraries could look like.
Creating a new itinerary
To build an itinerary from scratch, click the green button Create New Itinerary.
This will create a new itinerary and open the editor, where you can start building your own travel plan.
Anatomy of the itinerary builder
On the top left of the itinerary builder, you have the following options:
Title of the itinerary: This will close the itinerary builder and bring you back to the main itinerary overview page.
The undo button: This will undo your last action. This includes deleting sections or items.
The redo button: Use this button to reverse an undo action.
Note: All edits will be saved automatically and in real-time.
On the middle of the itinerary builder, you have the following options:
Outline
This is a light editor for itineraries that allows you to visualize, manage, and move things around in an easier and quicker way.
Here you can drag and drop sections or items to rearrange them, add new ones, or add them from the library. You can also edit, duplicate, or delete them as needed.
Itinerary
You can add your sections, and items, and have a full view of the itinerary you are building and how it will look for your customers.
Note: You can easily toggle between the Outline and Itinerary. Edits are synced across both sections.
On the top right of the itinerary builder, you have the following options:
Library: Clicking on the Library will open the previously saved sections and items that you can add to your new itinerary with one click on the button. If you use the search function, it will also search within existing itineraries.
When clicking on the plus sign, the selected section or item will be added to your current itinerary. After that, you can edit it or use it as is.
You can find more information and best practices on how to use the Library here: Itinerary Builder: Using the Library.
Note: If you are a team member, you can always use library items to the itinerary, but you will need specific permission to edit or add library items. To learn more about editing your team members' permissions, click here: Team Members: how to add colleagues and co-organizers to help you manage your trip.
Preview: You can use the preview function to view your itinerary as your participants will see it. This will open the itinerary in a new tab.
Settings: Here, you can name your itinerary and set the start and end dates. You can also add a "Book Now" button, connect a trip, add a logo, choose a layout, and review the selected header and body fonts. Additionally, you can assign customers, manage visibility permissions, and enable a brochure download button.
Book Now button: Toggle this feature on or off depending on your itinerary’s purpose. This is enabled by default.
If your itinerary is for information purposes only, for early-stage lookbooks or proposals, or for participants who have already signed up, you may want to keep the button toggled off.
If you use this itinerary as a sales tool, it will be useful to toggle it on so that leads can start the booking process as soon as they are ready. Keep in mind that a trip must be connected before the button becomes active and ready to receive bookings.
TIP: You can also add the Book Now button as an Item directly in the content.
Connect trip: Click the "Connect Now" button to view all trips matching your search terms. You can also customize the button’s appearance by adjusting the Highlight color and Button text fields.
Logo: The logo uploaded here applies only to this itinerary and will not affect your general WeTravel profile. By default, the logo from your main WeTravel account will be displayed.
Layout: Landscape mode is set as the default. Portrait mode requires a trip connection and works with trip integration.
Font: We have a total of 6 fonts - Inter, Noto Sans, Montserrat, Lora,
Merriweather, Playfair Display. You can update your itinerary's font in your WeTravel Pro Settings.
Please keep in mind that this change is reflected immediately in all your itineraries.
👉🏽 In case you don't find the font you like, please get in touch with us at info@wetravel.com, and we will assist you!
Customers: Link proposals directly to your participants to stay organized and ensure each trip is clearly defined. The search result includes customers from the customers table, and you can also create new customers for itineraries. Assigned customers will appear in the customer column on the itinerary list page and in the itinerary builder settings panel.
Who can see your itinerary: Choose between Private, accessible only to those you invite, or Public, which allows your itinerary to be indexed by search engines and viewed by anyone. All existing and new itineraries are private by default. You can edit each itinerary to make it available (public) for indexing.
Enabling the brochure (PDF) and Requiring Email: Control the availability of the itinerary brochure and how visitors access it.
Enable Download brochure: Toggle this on to allow participants to download a PDF version of the itinerary. This is enabled by default.
Require Email to download brochure: Choose whether visitors get the PDF immediately or must provide an email address first. This is an effective way to capture new sales leads. This is enabled by default.
Brochure Versions
When you share an itinerary, your customers can choose between downloading a Full or Compact version of the PDF.
Full Version
What’s included:
Detailed view with highlight images, Trip section branding, and Map section, Trip branding (if a trip is connected), 3–4 recommended images with centering guidance for optimal visual rendering.
What’s NOT included:
Overview, map items, videos, and reviews.
Cover Logic:
Trip connected: Displays the Trip Banner Image + Trip Title.
No trip connected: Displays the image and title of the first section.
Image Recommendation:
For the best visual quality and layout balance, we recommend using 3–4 images per section. This ensures proper spacing and optimal rendering in the exported file.
Image Centering:
Images are automatically positioned based on the layout — however, you can use the recenter tool to adjust the focal point to improve how the image appears on the brochure cover or within sections.
We recommend reviewing image alignment before publishing the itinerary to ensure the best presentation.
Compact Version
What's included:
Item titles, addresses, timings, flight details, room categories, inclusions, and exclusions.
What's NOT included:
Overview, map, about the organization, package sections, images, descriptions, and highlights.
Title Logic:
Trip connected: Displays the Trip Title.
No trip connected: Displays the title of the first section.
Share: Once your itinerary or proposal is complete, you can share it via a direct link or download it as a brochure. Additionally, you can share it with other companies on WeTravel by selecting the 'Click Here' option.
TIP: Sharing the link allows your participants to add the itinerary to their app. The link syncs automatically with any changes you make, so they will always have access to the most up-to-date version.
👉🏽 The URL is auto-generated and cannot be edited.
Building out your itinerary
Header
The header holds all the titles of all the sections (pages) you have added. As standard, you will see the following:
On the right-hand side are the options your participants will see when they open the itinerary.
These options include:
Download App (My Trips): This button allows participants to download the My Trips app.
"Ask a question" button: Participants can directly ask questions from the itinerary, and it creates a new lead in your organizer account with their question and details. You will receive an email notification about the new question. If the itinerary owner and the organizer are different, both will receive the notification email.
PDF: Control how participants access the itinerary as a PDF/brochure. You can turn this feature on or off as needed, and choose whether visitors can download the brochure directly or need to enter their email first to receive the download link — turning them into potential leads.
Book Now button: This button links participants directly to your trip in the WeTravel booking system, allowing them to book their trip immediately.
Sections
Each page is called a section. On the left, it has the title, subtitle, and main image, and on the right, it has the items with information and a separate headline.
Hovering over any section or item that can be edited will reveal a menu on the right side where you can move the section or item up or down, edit, copy, or delete the section or item.
You can close the edit panel by clicking on the X on the top right, and all changes are saved automatically.
Adding a New Section
When adding a new section, you have the option to select either Content, What's Included, Packages & Add-ons, Map, Company info & Reviews, or Overview.
Note: The What's included, Packages & Add-ons, Company info & Reviews, and Overview sections can only be added to an itinerary once. They will only appear as an option if they have not yet been added.
Content Section
Use this section to build your content. Start by adding a title and main images. You can then include items like activities, accommodations, images, descriptions, videos, and more.
Title: This is the name of the section and is what will show on top of the main image
Subtitle: This will show on top of the main image below the title.
Headline: This headline will appear on the right side, above your items.
Main image: This image will appear on the left side of the itinerary.
TIP: You can recenter the image and choose the layout (landscape or portrait) by clicking on the recenter icon on the editor.
What's Included Section
Use this section to clearly define what is included and what is not included in your itinerary.
Packages & Add-ons Section
This section automatically displays all packages and add-ons associated with the connected trip. The information is pulled directly from the Trip Builder, and any published changes made there will automatically appear here.
Packages are displayed exactly as they appear on the main trip page. For any available package, a "Book Now" button will be shown, which opens the checkout with that package preselected.
If a trip is not connected to the itinerary, this section will not be visible to participants but will still be available in the editor.
Map Section
When you add a new section and select Map, the left side will automatically be populated with the map. On the right side, you can edit the different locations you want to show on your map. You can add multiple locations and edit their order with the arrow buttons.
Change the name by adding a custom name to the edit panel for that specific location.
Company info & Reviews Section
This section automatically displays your company's information and reviews, pulling the data directly from the 'About' section in your profile and reviews. You also have the option to hide these details if necessary.
Once added, the section will display your logo, company information, and reviews.
Overview Section
The overview page is an index section, similar to a table of contents page, which is automatically generated from the information you add to the itinerary builder.
You can only edit the main image, title, subtitle, and headline. Each itinerary can have only one overview page.
If you prefer not to have an overview page, you can delete it using the trashcan button, which will appear when hovering over the section.
Items
Items are the different types of information you can add to your itinerary.
Adding new items
Once sections are set up, you can fill out the content by adding different items. You can do this by clicking on the Add Item button, clicking the plus sign on the right side, or clicking anywhere on the empty right side of the page/section.
Using AI to help you write text
The integrated AI assistant can help you write text for your itinerary.
When adding text to the item, you can click on the AI assistant button and request any type of text be written; for example, “write an intro text about Rome, Italy, for travelers who have never been there before.”
The AI solution will give you a text to add to the itinerary. You can select to copy the text, have the AI assistant try again for a different version, discard the text entirely, or insert it into your itinerary. After you have inserted the text, you can edit it to fit your own voice and branding and correct any potential errors.
If you want to use AI to improve your text
Make sure to have some text written in the text section, and select the text you want to work on. Now, when you click on the ✨ AI icon, you will have the following options:
Make Shorter: Say the same, but with fewer words.
Make Longer: Fill out any empty white space with relevant information
Improve: Polish what you've written yourself, better flow, clarity, or tone.
Fix grammar and spelling: Focus on what you want to say, and let the AI help you with how you say it.
IMPORTANT: AI-generated text can seem generic and may have errors. We always recommend reviewing the text to check for accuracy and editing to fit your tone.
Editing Items
When you click on the item's name or select the editing pencil, you will open the item editor. Depending on the type of item you choose, you will have different options to edit.
You can also add additional content to the item by selecting one or more of the options from the bottom of the edit window:
You can change the order of the items by hovering over the item:
Adding and editing images to use within your items
You can upload images or import them from a website URL:
If uploading images, you can edit a few elements of them by clicking "Edit." To give a name to your image, add ALT TEXT:
By clicking edit, you can crop, circle, or rotate your images:
IMPORTANT: This can only be done from the upload menu. Therefore, any images that need to be edited after being added to the itinerary will need to be deleted and uploaded again.
If importing images from a website, after entering the URL, click "Get Images" to view and choose images from the website.
After selecting the images, click "Add to Itinerary" and they will show in your item:
Note: There is a limit of 40 images per item.
Accommodation Item
When clicking the Search and Add button, you can quickly find hotel images and descriptions for your accommodation item.
Once clicked, a search bar will pop up. Here, you can search by hotel name or location and select the desired one from the dropdown menu.
After you select a hotel, it will automatically add a description and show images that you can choose from to add to your itinerary. See the example below:
Activity Item
By clicking the Search and Add button, you can find and add images and descriptions for your activity item.
When you click the button, a search bar pop up will appear. You can then search for an attraction by name or location and select the one you want from the list.
After you choose an attraction, a description will automatically be generated, and you can select images to include in your itinerary. See the example below:
Meal Item
Click the Search and Add button to quickly find and add images and descriptions for your meal item.
Here, you can search by restaurant name or location, and select one from the list.
After you choose a restaurant, a description will automatically be added, and you can select images to include in your itinerary. See the example below:
Duplicating an itinerary
To copy an existing itinerary, click on the three dots at the end of the row and select “duplicate.”
Editing an existing itinerary
To open the editor of an existing itinerary, you can click anywhere on that row: this will open the itinerary editor. You can also hover over the row and click on the little pencil icon.
Saving content to the Library
While editing any part of the itinerary, you can add sections and items to the Library to be reused.
Clicking on the star icon in either the section or item edit panel opens the Add to Library option, where you can give a unique name to your Library element:
You can confirm by clicking the Add to Library button.
Using the Library
To add items or sections from your Library, you can click the Library button in the header.
This will open your Library with all your previously saved snippets. You can either scroll through them or use the search function.
TIP: The search function will show relevant options from all itineraries, even if you forgot to add the snippet to the Library.
You can add the part you want to the itinerary builder by clicking the + icon.
Note: If you change the information after you have added it from the Library, you will only edit it on the current itinerary. To edit items and sections saved to the Library, click the pencil icon or edit from the Library page (Itineraries-> Library).
To learn more about how to use the Library and best practices, please review this article: Itinerary Builder: Using the Library.
Frequently Asked Questions (FAQ)
What happens if I downgrade to basic?
If you have itineraries already created, those will remain visible, and you can still edit them. However, you will not be able to duplicate them, create new itineraries, or use the Library functionality.
Can I attach a book now button for the same trip to multiple itineraries?
You can create multiple itineraries for the same trip, but each itinerary can only have one trip linked to the Book Now button.
Please contact us if you have any other questions. We will be happy to help!