Overview
You can assign specific travelers to itinerary items (such as activities, transfers, or bookings).
This helps you:
- Organize your itinerary by seeing who is scheduled for what
- Personalize the client experience in the client portal
In the client portal, travelers can switch their view to themselves. Items not assigned to them will be visually masked, making the itinerary easier to follow.
Step 1: Open an itinerary item
Go to your trip and open the itinerary item you want to edit.
Step 2: Open the traveler selector
Click the “Everyone” badge.
Step 3: Choose assignment type
Select “Specific travelers”.
You can switch between:
- Everyone → Item applies to all travelers
- Specific travelers → Item applies only to selected people
Step 4: Select travelers
Choose the travelers this item applies to.
Step 5: Confirm your selection
Click “Done” to save the assignment.
After assigning travelers
You can now observe the person counter badge on the itinerary item card, showing how many travelers are assigned to that item.
Resetting assignments
To make the item apply to everyone again:
- Click the selector
- Choose “Everyone”
Tips
- Use this for trips where travelers have different schedules or optional activities
- Great for group trips where not everyone joins every activity
- Helps travelers quickly understand their personal itinerary in the client portal