Itinerary-Led Proposals

If you spend hours building an itinerary, your client should see it first — not find it buried behind a pricing option. Itinerary-led is a proposal layout that leads with the trip.

On a standard proposal the day-by-day sits inside a details panel that only opens after the client picks an option, roughly halfway down the page. Itinerary-led moves it up front, shrinks the hero photo, and gives the client one prominent button into the full itinerary.

Best for: custom FIT trips, multi-city tours, anything where the itinerary is the product and the client is saying yes to a plan rather than choosing between price points.

How It Works

1. Build the trip's itinerary as you normally would, from the trip's Itinerary tab.
2. Open the proposal editor and, in Layout, choose Itinerary-led.
3. Send the proposal.

That's it. If the proposal already has an itinerary and you haven't switched layouts yet, the editor offers a shortcut — "This trip has an itinerary. Show it as the centerpiece?" — on drafts.

What Your Client Sees

The layout adapts to how many itineraries the proposal has.

One itinerary

No option cards. The client gets the trip title and price, a one-line summary (8 days · 3 stops · 14 experiences), a View the full itinerary button, and a day-by-day outline. Nothing to choose between, so nothing asks them to choose.

Two or more itineraries

Each option becomes a card showing that trip's actual shape — Day 1 · Vancouver, Day 2 · Kamloops, + 2 more days — with its photo, highlights, and price. Clients compare trips, not just numbers. Each card links to its own full itinerary.

Before they pick, the header shows a from price based on your lowest option, so the proposal never opens on a total the client hasn't chosen yet.

The full itinerary

View the full itinerary opens your real itinerary page — maps, photos, day cards, everything — in a large window on desktop, without leaving the proposal. On phones it opens in a new tab. Either way the client keeps the proposal they were about to approve.

Per-Option Itineraries

You can give each option its own itinerary. Open a proposal option and build an itinerary against it directly — useful when you're pitching genuinely different trips ("Rockies by rail" against "Cape Cod coach"), not just different room types for the same trip.

Options with their own itinerary show it; options without one fall back to the trip's shared itinerary.

Publishing Is Automatic

The View the full itinerary button needs a published itinerary — that's what creates the public link. Sending the proposal publishes its itineraries for you, including per-option ones, so there's nothing extra to remember.

Two things follow from that:

• On a draft, the button won't appear until you send, because the public link doesn't exist yet. The editor tells you when that's the case.
• An itinerary with no client attached can't be published, so it won't get a button. Add the client to the trip and re-send.

Mixing Layouts

Itinerary-led is one of several proposal layouts, alongside standard options, split-bundle, and package. Switching layouts changes only how the proposal is presented — your pricing, add-ons, insurance, payment schedule, and checkout are untouched, and you can switch back at any time.

An option with no itinerary attached still renders as a normal option card, so a proposal can mix the two while you build it out.

Tips

• Name your days. The day outline uses each day's title, falling back to the cruise port or city. A day with nothing to name it is skipped in the outline, so a quick title makes the trip read better at a glance.
• Add a photo to each option. Options without one get a colored placeholder card with the title — fine, but a real photo does more work.
• Write highlights as Label: value. Entries like Hotel: Fairmont 3 nights render with the label muted and the value emphasized. Up to six show on the proposal.

Related

• Creating Proposals
• Itinerary Builder
• Build an Itinerary from a Proposal
• Split-Bundle Proposals