Resource
A better itinerary workflow for advisors
Templates are useful for getting started, but a finished trip rarely stays still. A client asks a question, a supplier confirms a detail, or a day needs to move. Your workflow should make those changes easy to keep together.
Keep private planning separate from client presentation
Advisors need a working space for details that clients should not see. Clients need a clear presentation that feels finished. Keeping those views distinct lets both sides stay focused.
Make the next action visible
When a client has responded or a supplier still needs follow-up, the next step should be easy to find. Notifications and fulfilment tracking help the plan move without relying on memory.
Share one current version
A live itinerary gives clients one place to return to, instead of asking them to work out which document is the latest.