Build an Itinerary from a Proposal

When a client accepts a proposal, JourneyFuse reads the approved option and builds the trip itinerary for you. The days, bookings, and overview all appear immediately, ready to review and customize. There is no need to re-enter anything you already put in the proposal.

What Transfers Automatically

Days across the trip's date range

A day entry is created for every date in the approved option's date range. If the option does not have explicit dates yet, JourneyFuse uses the trip's start date, or creates numbered days starting from Day 1 if no start date is set.

Hotel and resort bookings

Hotel and resort bookings from the option appear on their check-in day as a hotel block. Check-out appears at the end of the stay.

Cruise port schedule

Cruise bookings expand into a full day-by-day port schedule pulled from JourneyFuse's sailing data. Each sea day and port call gets its own day entry with the correct location. No manual entry needed.

Flights

Flight bookings from the option appear as flight blocks on their departure day.

Selected add-ons

Any add-ons the client selected during checkout are included in the itinerary as additional blocks on the relevant day.

At a Glance overview card

An "At a Glance" card is created from the option's description, inclusions, and exclusions. This card appears at the top of the itinerary's overview view so clients can quickly see what is covered. It does not appear as a block on a specific day.

Running It Manually

If a trip was accepted before this feature existed, or if the itinerary was started before the client accepted the proposal, a Build itinerary from proposal button appears on the trip page.

Clicking it runs the same process described above. It is safe to run more than once:

• Days and blocks you added or edited manually are never overwritten.
• Only missing days and blocks are filled in.
• If a day already has a matching block (for example, a hotel block for the same property), it is not duplicated.

After the Build

The itinerary is yours to edit freely. Add blocks, upload photos, write day descriptions, attach guides, or rearrange the order. Nothing is locked.

If you want to share the itinerary with your client right away, open the Share menu on the trip page to get a client-facing link.

Giving Each Option Its Own Itinerary

Sometimes two options on the same proposal are genuinely different trips — a Canadian Rockies rail journey versus a Cape Cod coach tour, say. One shared itinerary cannot describe both, and a client clicking "Itinerary" under the wrong option would see the other trip's days.

When a proposal has two or more options, each option card in the proposal editor offers a + Its own itinerary link. This is entirely optional:

• Ignore it and nothing changes. Every option keeps showing the trip itinerary, exactly as before.
• Click it and you get the full itinerary builder — days, blocks, AI import, cruise search — scoped to that one option. A banner at the top reminds you which option you are editing.

Options with their own itinerary show a day count and a Draft or Published badge on their card. Once published, a Copy link button gives you the client-facing itinerary URL, so you can share a specific option's day-by-day before the client has accepted anything.

On the public proposal, each option's Itinerary tab shows its own days. An option you did not build one for falls back to the trip itinerary as usual.

What Happens at Acceptance

When the client accepts an option that has its own itinerary, that itinerary becomes the trip's itinerary. Two things worth knowing:

• Any link you already shared keeps working. The share link does not change when the itinerary is promoted.
• An itinerary already on the trip is replaced. If you had started a rough trip itinerary before building per-option ones, the accepted option's version wins and the earlier one is removed. Itineraries belonging to the options the client did not choose are kept, attached to those options.

Single-option proposals are unaffected — they already have exactly one itinerary, so the link is not shown at all.

Tips

• Cruises with no sailing data: If JourneyFuse cannot match the sailing, the cruise appears as a single block on the embarkation day rather than expanding day by day. You can add port days manually.
• No option dates set: If the approved option has no start date, set one on the trip before building so the days land on the right calendar dates.
• Group trips: The same automatic build applies when a group booking option is approved. Each traveler's accepted option contributes to the shared group itinerary.