Last updated September 24, 2026
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.
| Category | Typical content |
|---|---|
| Destination | Country/city overviews, visa info, cultural notes, weather |
| Packing | Packing lists tailored to the destination and activities |
| Tips | Travel tips, local customs, money-saving advice |
| Info | General reference info, emergency contacts, health requirements |
| Checklist | Pre-trip checklists, document reminders |
| Documents | Important documents, booking confirmations, maps |
| General | Anything that doesn't fit the categories above |
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.
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 same toolbar. See The Library for how that one is organized.
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.
When a trip has guides attached:
This means your packing list, destination tips, and important documents are always available right next to the itinerary.
To reuse a guide across multiple trips, save it to your template library:
Community-visibility guides go through admin review before appearing in the public gallery.
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.
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.
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.
Build reusable task checklists once, then apply them to any trip with due dates anchored to trip start, trip end, final payment, or the day you apply them.
Save full itineraries, day plans, and content blocks to your template library for reuse across trips.
The Library picker opens on your trip's own destination, ranks results by how well they fit, and lets you read an item before you add it — or just one part of it.