Linking Bookings to Create a Client Itinerary

Linking bookings will automatically create a Create a Client Itinerary.

Before you begin

You must have a number of saved bookings.

Procedure

  1. Type a client name or client ID in the Global Search Bar.
  2. When your client search result appears, click Bookings in the client card result.
    A Client Card pop-up appears in the Global Search Bar.
  3. In the Bookings grid, hold Ctrl on your keyboard and select the bookings that you want to link.
  4. Right-click the grid and in the shortcut menu, select Link.
    A red rectangle highlighting the Link option in the shortcut menu.
    The Link Bookings pop-up window appears.
    The Link Bookings pop-up window
  5. Optional: You can rearrange the order of the linked bookings by clicking and dragging a booking to your preferred sequence.
    A highlighted box showing the position of where the booking will be moved to.
  6. Click Link.
    An Itinerary ID appears in the Itin. ID column indicating that the bookings are now linked.