Itineraries
Create beautiful, detailed day-by-day itineraries for your clients. Perfect for complex trips, cruises, or multi-destination travel.
Creating an Itinerary
From a comparison winner:
- Open a comparison with a client vote
- Click Create Itinerary on the winning option
From the Options Library:
- Click the calendar icon on any option
- FORGE creates an itinerary with dates pre-filled
From scratch:
- Go to Itinerary section
- Click + New
- Enter trip details manually
Building Your Itinerary
Each itinerary is organized by days. For each day, you can add:
| Item Type | Examples |
|---|
| Flight | Departure/arrival times, airline, flight number |
| Hotel | Check-in/out, room type, confirmation |
| Cruise Port | Port name, arrival/departure times |
| Activity | Tours, excursions, reservations |
| Restaurant | Dinner reservations, special meals |
| Transfer | Airport pickups, car services |
| Note | Tips, reminders, general info |
AI Enrich
Use the AI Enrich button to:
- Upload booking confirmations and extract details
- Add items automatically to the correct days
- Fill in missing information
Upload cruise line confirmations to automatically populate port days with arrival/departure times.
Use Built-In Search to auto-populate:
- Addresses (hotels, restaurants, etc)
- Phone Numbers
- Website links
Sharing with Clients
- Copy Link — Share a read-only view with your client
- Email — Send directly from FORGE
- PDF — Download a printable version
- Advisor Contact Info - Toggle whether your itinerary puts your contact info into the itinerary
Client View
Clients see a clean, mobile-friendly itinerary with:
- Day-by-day timeline
- All trip details organized clearly
- Your branding and contact information
- Easy access on any device
