Agents can "branch off" an existing itinerary to duplicate and create linked bookings for individual group itineraries.
Linking will allow bookings to stay "in-sync" as information is updated. *See "Save All" instructions below
To begin, select the 3 dots icon and "Copy Itinerary"
Once within the pop-up window, the agent can choose which bookings to copy AND link.
If a booking is checked off to "link," it will automatically be checked off to "copy" as well. However, you can always "copy" a booking and choose not to have it "linked."
After the selected bookings have been checked off, the agent can choose to add the bookings to a "Current Itinerary" or "New Itinerary"
Bookings that are linked will appear with the below icon:
When editing a LINKED booking, the agent will have the ability to "Save All" (which will automatically update linked bookings across multiple itineraries) or "Save" (which will save only that individual booking).
*Date fields will not update automatically for Linked booking segments. All date fields will need to be adjusted within EACH booking individually.
*Users can copy/link to a CURRENT itinerary when the itinerary is under their ITINERARIES tab (i.e the user must be connected as a collaborator or the primary advisor of the itinerary)
*Supporting documents, guides, and travelers profiles will not transfer into a new itinerary when a booking(s) is copied or linked
* When copying an itinerary from an archived itinerary the copied itinerary will have all of the dates stripped out so that you can assign future dates