Voyagr's itinerary builder turns a trip file into a branded, day-by-day proposal you can send your client — and version, revise, and resend as plans evolve. This article walks you through the whole flow: opening a trip, attaching bookings, editing the day-by-day, and getting it in front of the traveler.
Vocabulary at a glance
Trip — the workspace that holds everything (bookings, travelers, payments, itinerary).
Itinerary / Proposal — the client-facing document you build inside a trip. We use both words interchangeably.
Booking items — the flights, hotels, cars, cruises, activities, tours, and transfers you attach to the trip. They auto-populate the itinerary's day-by-day view and pricing.
Versions — every time a client requests changes, you edit a new version. Old versions become read-only history.
1. Start a new trip
Every itinerary starts as a trip file.
From the Trips list, click New Trip.
In the Start planning a journey dialog, fill in the basics:
Traveler (required) — search your existing clients by name.
Destination — country, city, or region (e.g. "Japan — Tokyo & Kyoto"). Suggested destinations are available as one-tap chips.
Trip name — optional. If you leave it blank we'll suggest one like "Iceland — Patel" based on the destination and the traveler's last name.
Start date / End date — or tick Dates flexible / not set yet if things aren't pinned down.
Travelers — party size, 1 to 24.
Trip style — tap any that apply (Honeymoon, Family, Luxury, Adventure, Beach, Safari, Cruise, City break, Wellness, Multi-gen, Foodie, Anniversary). These help you filter and theme later.
Choose how to continue:
Save as draft — creates the trip and returns you to the trips list.
Create trip — creates the trip and opens the workspace so you can keep going.
New trips start in the Planning status.
2. Attach the bookings
The itinerary's day-by-day view and pricing are built from the booking items on the trip, so add those first.
In the trip workspace, open the Overview or Bookings tab.
Click Add booking to open the booking flow.
Add any combination of hotels, flights, cars, cruises, activities, tours, and transfers. Each item captures its own dates, times, suppliers, and pricing.
Return to the trip when you're done — every item you added now appears in the itinerary automatically, grouped into three sections: Transportation, Accommodations, and Activities.
Tip: You don't have to add every booking before opening the builder. You can jump back and forth — new bookings appear on the correct day the next time you refresh the itinerary.
3. Open the itinerary builder
In the trip workspace, open the Itinerary tab.
If this is your first pass, click Open in builder. On an existing trip, you can also use the Send Proposal button in the workspace header.
The builder loads the current version of the itinerary. On the left is the editable document; on the right is the Proposal Status rail.
The top of the builder has a sticky header with two important controls:
Edit / Preview toggle — flip to Preview at any time to see exactly what your client will see.
Version selector — switch between the current draft and any historical versions of the itinerary.
4. Edit the itinerary
Almost everything on the itinerary document is edit-in-place — click the text, type, and click away. Changes save automatically.
The hero
Trip title — the big headline at the top of the proposal. Click to rename it (defaults to the trip name).
Hero image — auto-selected from the destination.
Advisor message
Just below the hero is a personal note from you to your client. Click into it to introduce the trip, set the tone, or highlight what to look at first. This is the first thing the traveler reads, so make it count.
Days
Each day gets its own card. For every day you can edit:
Day title — e.g. "Arrival in Kyoto" or "Full-day Serengeti game drive".
Day description — a short paragraph about what the day looks like.
Below the editable text, each day shows highlights and events pulled from the booking items scheduled that day (a check-in, a flight arrival, a tour). Day photos are populated automatically.
Booking modules
Three summary modules appear inside the document and stay in sync with the trip's bookings:
Transportation — flights, transfers, cars.
Accommodations — hotels, with nights and check-in/out.
Activities — tours, activities, experiences.
The pricing rail on the right shows the running total and per-category breakdown pulled directly from the bookings.
5. Review the version
Before you send, use the Versions panel in the Itinerary tab (or the version selector in the builder header) to sanity-check what your client will receive.
The stat strip summarises the current version at a glance:
Days — total days in the itinerary.
Nights — hotel nights.
Items — total booking items across all categories.
Total — full price in the trip's currency.
Flip to Preview in the builder to walk through the proposal exactly as the traveler will see it.
6. Send it to your client
Send happens from the Proposal Status card on the right side of the builder.
Flip the Mark ready to send switch. The status moves from Draft to Ready, and the send actions become available.
(Optional) Click Generate Link to create an invite URL for this proposal. Once generated, a copy button appears so you can paste it into an email, WhatsApp, or client portal message yourself.
Click Send to Client to open the send dialog. Confirm the lead traveler's name and email — Voyagr uses this to email them a personalised invite to view the proposal.
On send, the itinerary status becomes Awaiting Response.
7. Handle the client's response
When your client opens the proposal, they can approve it or request changes.
Approved — the itinerary status becomes Approved. You can proceed to booking, payments, and travel docs from the trip workspace.
Changes requested — the itinerary shows the client's comments (click View comment on the status card to read them in full). Editing the itinerary again opens a new version — your original version is preserved as read-only history under the Versions panel so you always have a record of what was sent.
Repeat the ready → send cycle for the new version. Every send-and-response is captured in the version timeline.
Itinerary statuses at a glance
Status | What it means |
Draft | You're still building. Not sendable yet. |
Ready | You've marked it ready to send. Send actions are unlocked. |
Awaiting Response | Sent to the client — waiting for them to approve or request changes. |
Approved | Client accepted the proposal. Move on to booking and payments. |
Exception | Client requested changes. Edit and send a new version. |
Frequently asked
Do I have to add all my bookings before I open the builder? No. Add whatever you have, open the builder, write your day text, and come back to attach more bookings when they're ready. The itinerary updates as you go.
Can I edit an itinerary after I've sent it? Yes — when you edit an already-sent itinerary, Voyagr automatically creates a new version. The version the client received stays intact.
How do I share a proposal without emailing it through Voyagr? Click Generate Link on the Proposal Status card, then copy the invite URL and share it wherever you like.
Where do I preview what the client will see? Use the Edit / Preview toggle in the builder's header, or open View comment and share links from the Proposal Status card. Preview mode is a pixel-accurate render of the client-facing proposal page.
What if the trip doesn't have dates yet? Tick Dates flexible / not set yet in the new-trip dialog. You can add dates later from the trip workspace; the itinerary's day-by-day view will fill in once dates and bookings exist.