Pro Only: This feature 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 those with your own information or use them as an example 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.
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.
Anatomy of the itinerary builder
On the top left of the itinerary builder, you have the following options:
Exit: 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 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: When clicking the settings button, you can change the name of your itinerary. This is the only change under settings that is visible to your participants.
You can also set a start and end date, assign customers to the itinerary, choose who can see it, and add notes. These additional settings are only visible to you when you're editing the itinerary.
Customers: You can link proposals to your participants, stay organized, and avoid confusion between trips.
The search result includes customers from customers table, and you can also create new customers for itineraries.
Assigned customers are located in the customer column in the itinerary list page and itinerary builder settings panel.
Who can see your itinerary: You can choose to set your itinerary to be private for only the people you invite, or public and indexed by search engines.
Notes: You can add notes that are only visible to you and your team members.
Note: All existing and new itineraries are private by default. You can edit each itinerary to make them available (public) for indexing.
Share: Once you finish the itinerary or proposal, you can share the direct link or download the itinerary as a PDF if you prefer to share it that way.
The URL is auto-generated and cannot be edited.
TIP: Sharing the link will give your participants the option to add the itinerary to the app. They also receive the up to date version since the link is auto updated with the latest changes.
You can also share your itinerary with other companies on WeTravel. Just click the “Share” button in the itinerary builder header, then follow the link in the pop-up to submit a quick form—our team will email you with the next steps.
Building out your itinerary
Header
The header holds all the titles of all the sections (pages) you have added. As standard, you will see Title, Map, Overview, and Day 1
These titles are taken directly from the itinerary builder and cannot be changed from this section.
On the right side, you see the options your participants will see, including a link to My Trips, the WeTravel Itinerary app for participants, a button to download the itinerary in PDF form, and the Book Now button that links to your trip in the WeTravel Trip builder.
TIP: Adding the link to your trip to your itinerary builder via the Book Now button will allow your participants to sign up directly from the itinerary.
Editing the header
Clicking on any part of the itinerary builder will open the edit options for that element. You can also click the pencil icon on the right to open the same edit menu.
Within the header editing panel, you will have the following options:
Adding or changing a logo
The logo that you add here is only for this itinerary. It will not change the logo of your WeTravel profile.
By default, it will show the logo of the main WeTravel account.
Adding your Book Now button
Right below your logo, you can toggle the Book Now button on or off. 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.
To connect a trip, start typing the trip name in the Connect trip box. It will show you all the trips with your search words as part of the title.
You can change the text shown on the button and its color. This can be done under Highlight color. The button text can be light or dark, which you can select based on what looks best with your chosen button color.
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.
IMPORTANT: The downloaded PDF file will only show the main images (the ones added on the left).
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, Map, or Overview.
Note: An overview can only be added once to each itinerary. Therefore, it will only show as an option if no overview section has been added yet.
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.
If you want to add the overview section again later, you can add a new section. The pop-up will now also show the overview page.
Content Section
After you click on Add Section and select Content, clicking anywhere on the page will open the editor panel for the section.
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 by clicking on the recenter icon on 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.
Similar to the content section, you can edit the title here and add a headline, which will show on the right side. The title is how the map is called on the navigation.
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.
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:
To change the order of the items, you can use the up and down arrows:
You can also find these menu items by hovering over the item:
Editing images to use within your items
On the image upload screen, you can edit a few elements of your images:
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.
Accommodation Item
You can search for and add hotel images and descriptions with just a few clicks.
When you click to add an Accommodation Item, you will see a button that says Search and Add.
Once you click it, 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:
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.
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.
To learn more about how to use the Library and best practices, please review this article: Itinerary Builder: Using the Library.
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).
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.
If you have any questions, you can contact us via email info@wetravel.com or via chat at the bottom right-hand corner of the Helpdesk.