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How to Copy Bookings into a New or Existing Itinerary

Copying bookings can be a huge time-saver when you're working with similar itineraries. Whether you're moving one booking or several, you can easily copy them into a new itinerary or one that already exists, with just a few clicks.

In this article, you will learn how to:

• Access and use the Copy Itinerary tool

Open the Copy Itinerary Tool

To get started, click the three dots icon on the itinerary you want to copy from, then select Copy Itinerary.

Choose Which Bookings to Copy

A pop-up window will appear where you can:

  • Select specific bookings to copy, or

  • Choose all bookings in the itinerary

Then, decide whether to copy them into:

  • A New Itinerary, or

  • An Existing Itinerary

Copy to an Existing Itinerary

If you're copying into an existing itinerary:

  • Begin typing the itinerary name in the field

  • A dropdown will appear—select the correct itinerary

AX-PERT Tip:
If you're working with multiple itineraries that have the same name, add a traveler's last name or another identifier to each title beforehand. This helps ensure you select the right one.

 

Important Notes

  • Copied bookings that are not linked will have no connection to the original.

  • For more information on creating bookings that are in-sync with one another, please refer to our article on Linked Bookings. 

  • You can only copy or link bookings to an existing itinerary if it's under your Itineraries tab (you must be the primary advisor or a collaborator).

  • Supporting documents, guides, and traveler profiles will not transfer when copying to a new itinerary.

  • If you're copying from an archived itinerary, the copied version will have all dates stripped out so you can assign new ones.

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