Orientation
A clear title, destination, dates, travelers, and an easy way to understand the shape of the trip.
Client itinerary builder
Give clients one clear trip plan your agency controls.
Build the day-by-day itinerary, review every detail, and deliver a live mobile portal plus an optional branded PDF without maintaining separate versions by hand.
Client itinerary
Japan spring journey · 8 days
Day 4
Kyoto
Culture and food
08:30 · Hotel breakfast
10:00 · Fushimi Inari visit
13:00 · Nishiki Market lunch
16:00 · Gion walking route
Live portal
Branded PDF
Client-ready means usable
What a client needs from the itinerary
A polished layout is useful, but clarity matters more. The client should understand the order of the trip, find important details quickly, and know that the agency has reviewed the plan.
Daily clarity
Activities, accommodation, transport, timings, and notes grouped by day rather than scattered across messages.
Current information
One link the agency can update when a hotel, activity, or transfer changes.
Offline access
A PDF option for saving, printing, forwarding, or carrying travel details without a connection.
Agency contact
A clear presentation of who created the trip and how the client can reach the agency.
Human judgment
A plan checked by a travel professional for route logic, supplier details, and the client's actual needs.
One source, two delivery formats
Client portal vs PDF vs message thread
The formats are not interchangeable. Use each for the job it handles well, while keeping the reviewed itinerary as the agency's source.
| Decision | Live portal | Message thread | |
|---|---|---|---|
| Best for | Current mobile itinerary | Offline copy and printing | Short updates and conversation |
| After an agency edit | Shows the current published trip | Requires a new export | Old messages remain in the thread |
| Trip structure | Full day-by-day view | Full document snapshot | Fragmented unless manually summarized |
| Agency branding | Client-facing presentation | Branded export on eligible plans | Limited to profile and message style |
| Client account required | No | No | Messaging account usually required |
The agency workflow
Create, review, publish, and revise
- 1
Build the trip
Organize the client brief into days, accommodation, transport, activities, and notes.
- 2
Review the plan
Check route logic, timing, suppliers, prices, and whether the itinerary fits the client.
- 3
Publish the portal
Share one tokenized link the client can open on a phone without an Itiner account.
- 4
Export when needed
Create the PDF snapshot for offline use after the same source itinerary is approved.
- 5
Update the source
Make later changes in the trip and tell the client when a new PDF should replace an old copy.
Agency control
The portal presents the trip. It does not approve it.
The agency decides when an itinerary is ready to publish and remains responsible for the accuracy of the client-facing plan. The portal does not verify supplier availability, quoted prices, entry requirements, safety, or whether an AI suggestion fits the traveler.
Because portal access is link-based, agencies should share the URL only with intended recipients and avoid unnecessary sensitive information.
Read the security modelFrequently asked questions
Client itinerary questions
What is a client itinerary builder?
A client itinerary builder helps a travel professional organize a trip into a clear day-by-day plan, review the details, apply agency presentation, and deliver the itinerary in a format the client can use.
What should a client itinerary include?
A useful itinerary normally includes trip dates, daily plans, accommodation, transport, booked activities, important timings, practical notes, and agency contact details. The exact detail should match the client and the stage of the booking.
Can clients open the itinerary without an account?
Yes. An agency can publish a tokenized client portal link that opens in a browser without requiring the client to create an Itiner account.
Can clients edit the itinerary?
No. The client portal is a read-only presentation of the itinerary, so the agency retains control of the source trip and final changes.
Should I send a portal or a PDF?
Use the portal when the client needs a mobile-friendly current version. Use the PDF for offline access, printing, or document-based requirements. Itiner can provide both from the reviewed itinerary.
What happens when the trip changes?
The agency edits the source itinerary. The published portal reflects the current trip, while a previously downloaded PDF remains a snapshot and should be exported again when needed.
Can the itinerary use our agency branding?
Yes. Branding features let eligible plans apply the agency identity to client-facing output and PDF exports.
Travel itinerary software
See the complete creation and team workflow.
Client portal feature
Review how link-based itinerary delivery works.
Branded PDF export
Understand the offline itinerary option.
Build a client itinerary before choosing a plan.
Use the free plan or public demo to judge the editor, portal, and PDF output with a representative trip.