The Library

The Library is where reusable content lives — resort write-ups, ship overviews, destination notes, standalone guides, and full day plans. You build a piece once, then drop it into any itinerary or proposal instead of retyping it.

Everything in your Library is private to your account unless you deliberately share it. It only reaches a client when you add it to an itinerary or proposal yourself.

The Tabs

Go to Library in the sidebar. Seven tabs across the top:

The Headings Are Types, Not Folders

The headings on the Content tab — Resorts & properties, Ships, Destinations, cities & parks, Guides, Day plans & itineraries — are not folders you file things into. Each item carries a single Type, and the list groups by it.

Eight types, and the heading each one falls under:

A heading only appears when something in view actually uses it. If nothing in your current filter is a Ship, there is no Ships heading. Narrow the list and headings disappear, which is normal.

Picking or Changing a Type

You choose the Type when you create the item, and you can change it any time afterward.

• When creating: click New item, enter a name, pick a Type, then Create & add sections. The dropdown starts on Property, so change it if that's not what you're building.
• Afterward: open the item, click Details at the top, and pick a different Type. Press Save when you're done — this screen does not save as you type.

The Details dialog is also where you set a Destination, link the item to a specific property or ship, and control sharing.

Where Content Comes From

Your Content tab shows more than your own work. Click Add filter and pick a Source:

Mine is the fastest way to find your own material once the catalog starts crowding the list.

Readable is not always editable. Most of what you see is catalog and publisher content you can use but not change. To make your own version, open it and click Copy to my library — you get a full copy you own outright.

The same Add filter menu carries Type underneath Source, so you can narrow to Guides, or to your own Guides, in two clicks. The list shows photo cards for small result sets and switches to compact rows once there's a lot to scroll.

What's Inside an Item

An item is a stack of sections, and sections are what actually get inserted into a trip. Nine kinds:

Sections matter more than the Type you picked. The Type controls how the item is found; the sections are what a client eventually reads.

Using an Item in a Trip

Nothing in your Library reaches a client on its own. You pull it in:

• In an itinerary: open the trip's itinerary and click Library. Pick an item, then insert whole sections or just the ones you want.
• In a proposal: open the proposal option editor and add from the Library there.

Both give you the same picker, so a resort write-up you built once serves every trip that goes there.

Sharing With Your Agency

Every item starts as Only you. To share it, open the item, click Details, and tick Share with everyone in this agency. Leaving it off means only you can see and edit it.

Solo advisors can ignore this entirely — with one seat, everything is already only you.

Internal Resources

There is no separate "internal" section, and you don't need one. A playbook, a supplier cheat sheet, or a process note is a Guide, sitting in your Library like anything else and reaching nobody until you add it to a trip.

Two habits that keep them easy to find as the Library grows:

1. Start the name with a word like "Internal." Library search looks at the item name, so internal pieces pull up together and are easy to skip past when you're building for a client.
2. Use the Mine filter. Add filter → Mine drops the catalog out of the list entirely.

Related

• Resource Guides — the separate per-trip guides that attach directly to an itinerary
• Itinerary Builder — where library sections get inserted