Learn all about how to administrate your itineraries on the WeTravel Platform.

You have three pages within the itinerary: Itineraries, Library, and Archived Itineraries.

This tab is where you will find all your active itineraries and likely spend most of your time.

Go to Itineraries, then click Overview to view your itineraries.

Here, you have the following selections:

You can view an overview of your itineraries in a list format and change their status using the dropdown menu.

The itineraries will be displayed as cards, with the main image featured for easier navigation. You can change the status by dragging and dropping the itineraries to the desired column.

On top of the columns, you can see at a glance how many itineraries there are in that column.

Any updates made in the list view are reflected immediately in the card view, and vice versa.

Typing the title or part of the title will show you all the itineraries that match your text, narrowing the results as you type.

You can filter by owner, status, or both, and the list will show only the itineraries that meet these criteria. To remove the selection, click the Clear All button.

Click the "Create New Itinerary" button to open an empty itinerary and begin editing.

The name you have given to your itinerary. You can edit this in the itinerary builder under Settings > Itinerary name.

There are three status options: draft, shared, and confirmed. These do not affect anything within WeTravel, so you can use them as they best suit your needs. In the list view, they are displayed as a drop-down menu, and in the card view, they are presented in different columns.

If you work with a team and add them as team members in WeTravel, you can grant them ownership of the itineraries.

To change the owner, click on the three dots at the end of the itinerary and select “change owner”. You can now select which team member owns the itinerary.

For more information on managing permissions for the itinerary and team members, please see the article "Team Members: How to add colleagues and co-organizers to help you manage your trip."

The date and time in your local timezone when the itinerary was last updated or changed. On the card view, this is shown at the bottom of the itinerary card.

Hovering over any itinerary will show the pencil button to edit it and the eye icon to preview it.

The pencil button does the same thing as clicking the itinerary: it opens the itinerary builder, letting you start editing.

The eye icon will open the itinerary in a new tab, where you can preview the information as if you were the client receiving it.

On the card view, the pencil and eye icons will appear on the itinerary image as you hover over it.

The three dots are the menu of the itinerary, where you can duplicate (copy), change the owner of the itinerary, or archive.

Go to Itineraries, then click Library to view your library contents.

For more information about the library and how to use it, see the article "Itinerary Builder: Using the Library."

You can use the full name or part of the name for any library item.

The date and time (local to your computer) at which this library item was last updated.

Hovering over the library item will reveal the pencil icon. Clicking the icon performs the same function as clicking the line: it opens the library item for editing.

When clicking on the three dots, you open the menu where you can duplicate (copy), rename, or delete the item.

Once created, an itinerary cannot be permanently deleted. However, you can archive it to keep only relevant and valid itineraries visible.

Go to Itineraries, then click Archived Itineraries to view them.

Here, you will see the name and the date this itinerary was last edited. To edit or view the itinerary, go to the three-dot menu and select unarchive.

Please contact us if you have any other questions. We will be happy to help!