Resource Guides

Resource guides are supplemental documents you can attach to trips — destination overviews, packing lists, travel tips, checklists, and more. Guides appear alongside the itinerary in proposals and the client portal, giving your clients everything they need in one place.

Guide Categories

Creating a Resource Guide

From the Itinerary Builder

Open a trip's itinerary and look for the Trip Guides section in the left sidebar. Click Add Resource and select a guide type. Fill in the content using the rich editor, then save.

From a Template

Open a trip's itinerary and click Guides in the build toolbar. Filter by category or search by name, then click a guide to clone it into your trip — this creates a copy attached to the current itinerary.

Resource guides are not the same as the Library. These attach to one itinerary and carry the categories below. The Library is the separate, larger store of reusable resort, ship, destination and guide content, reached from Library in the sidebar or the Library button next to Guides in the bar at the bottom of the builder. See The Library for how that one is organized.

Attaching Guides to a Trip

Guides are attached to a trip through the itinerary's Trip Guides section. Each guide appears as a card in the left sidebar with its type badge and title. You can reorder, edit, or remove guides at any time.

How Guides Appear to Clients

When a trip has guides attached:

• They appear in the proposal alongside the day-by-day itinerary
• They appear in the client portal as a separate section
• Clients can view them without logging in — they are part of the public trip page

This means your packing list, destination tips, and important documents are always available right next to the itinerary.

Choose who sees each guide

Open a guide and set Who sees it:

• Booking page and itinerary (the default): shows everywhere.
• Booked travelers only: hidden on proposals and group booking pages, and shown on the itinerary, client portal and app. Good for the details people only need once they've booked.
• Booking page only: shows on proposals and group booking pages to help sell the trip, and stays off the travelers' itinerary.

Sort guides into groups

Open a guide and type a Group, such as Destination information, Your resort or Excursions and experiences. On the client's At a glance, the guides card becomes Travel info, with each group under its own heading. Guides without a group sit under More resources. Use the up and down arrows to set the order: groups appear in the order of their first guide.

A trip with no groups looks the same as before: one list of guides.

Add a saved block to At a glance

Some information belongs to the whole trip, not one day: VISITAX, entry rules, arrival tips. In From my library, open a saved block and choose Add to At a glance instead of a day. It arrives as a guide, with its photos, and you can pick its group in the same place.

Sending a Guide in an Email or Automation

You can put any published guide from your Library into an email as a button, including destination, city and park write-ups ("Turks & Caicos", "Santa Fe Recommendations"). This works in automation emails too, so a guide can go out on its own after a client books, and in a scheduled email you open with Edit in your Outbox.

1. Open the email under Automations → Emails (or any email you're writing).
2. Click Add a button → Guide and pick the guide. The list shows your own published guides and destinations.
3. A card with an Open the guide button goes into the email. Save, then add the email to a step in your automation (for example, a step that runs when the trip is booked).

The button opens a read-only web page of the guide with your logo. Your client doesn't need to sign in. The page always shows the latest published version, so when you edit the guide, links in emails you already sent show the update. Sections titled for advisors only (such as an "Agent guide") are left off the page.

Saving a Guide as a Template

To reuse a guide across multiple trips, save it to your template library:

1. Open the save dialog from the guide
2. Enter a name and description
3. Choose a category (Destination, Packing, Tips, etc.)
4. Select a visibility level:
   • Private — only you (the default)
   • Agency — shared with everyone in your workspace
   • Community — submitted for review before public listing

Community-visibility guides go through admin review before appearing in the public gallery.

Browsing Guide Templates

From an Itinerary

Open a trip's itinerary and click Guides in the build toolbar. Filter by category or search by name, then click one to clone it in.

In the Community Gallery

Open the Community gallery and filter by Resource Guides to browse all available guides. Each card shows the guide name, description, category, clone count, and author.

The Library Page Is a Different Thing

Library in the sidebar is the larger store of reusable content — resorts, ships, destinations, standalone guides and full day plans, organized by item Type rather than by the guide categories above. It is not where resource guides live, and its content is inserted section by section rather than attached as a whole. See The Library.

Related

• Template Sharing — visibility, cloning, and the community gallery
• Itinerary Builder — the builder workspace and Trip Guides section
• Creating Proposals — how guides appear in client proposals