Title, Client Name, and Travel Dates

Learn how to manage the title, client name, and travel dates in an itinerary.

Itinerary Details Management

Overview

This section provides instructions on how to manage the title, client name, and travel dates in an itinerary. Some of these fields may be auto-populated if the Magic Quote feature has been used.

Editing Itinerary Details

To modify the title, client name, or travel dates, follow these steps:

  1. Edit Fields: Click the pencil icon located to the right of the existing quote title. This will open fields for inputting or editing the title, client name, and travel dates.

  2. Required and Optional Fields:

    • Title: This field is required. You must provide a title for the itinerary.
    • Client Name: This field is optional. Fill it in if you wish to specify the client's name.
    • Travel Dates: This field is also optional. Enter the travel dates if needed.
  3. Save or Cancel:

    • Click Save to persist your changes.
    • Click Cancel to discard any changes and return to the previous state.