Product documentation

Documentation

Everything you need to build and share premium itineraries with Itiner.

Getting Started

Itiner is built for travel agencies that want to create premium itineraries at scale. You can go from signup to a live client portal in one sitting.

  1. Create your account at itiner.in/signup
  2. Set up your agency workspace (name, branding)
  3. Create your first trip
  4. Publish and share the client portal link

Creating Trips

Trips are the core of Itiner. Each trip is a day-by-day itinerary you build for a client.

  1. Go to Trips and click New Trip
  2. Enter the trip name, destination, and dates
  3. Add days and fill each day with activities, times, and notes
  4. Attach a client from your client list (optional)
  5. Click Publish to make the portal live

You can unpublish a trip at any time. The portal link will stop working immediately.

Faster ways to start a trip

  • Paste the message your customer sent, and Itiner reads it to fill in the brief for you to check
  • Record a voice brief of up to four minutes in Hindi, another Indian language, or English; it is transcribed for you to review before anything is filled in (speech-to-text is powered by Sarvam AI)
  • Pick a curated route for your destination, or start from a saved template, then let AI fill the gaps

Deleting a trip

A deleted trip disappears from your list straight away, and an Undo appears so you can bring it back immediately. Deleted trips are kept for 30 days and then permanently removed.

AI Drafting

Itiner uses AI to draft a full day-by-day itinerary from a short prompt. This is the fastest way to start a new trip.

  1. Open a trip and click Draft with AI
  2. Describe the trip: destination, duration, traveller preferences, budget
  3. Review the generated days and activities
  4. Edit, reorder, or delete anything that doesn't fit

AI drafts are a starting point. Always review before publishing to a client. Read the AI itinerary builder guide for travel agents for better brief inputs and a practical review checklist.

ChatGPT, Claude & AI Assistants

Itiner runs a remote MCP server at itiner.in/mcp, so Claude, Claude Code, Cursor and VS Code, and ChatGPT on supported paid plans, can create and edit trips in your account when you ask them to.

  1. Open the AI assistants guide or Settings → AI assistants and copy your Itiner link
  2. Paste it into your AI app's connector settings (Cursor and VS Code install with one click)
  3. Sign in to Itiner and click Allow
  4. Ask: “Create a 5-day Kashmir itinerary for a family of four”, then edit days or ask it to publish

The AI app can find, create, edit, re-plan, publish and unpublish trips. It cannot delete trips or see billing, prices, uploaded documents, or client contact details. Disconnect any time from Settings → AI assistants.

Client Portals

Every published trip gets a unique, token-secured portal URL. Clients can view the full itinerary on any device, no login required.

  • Portals are read-only, clients cannot edit your itinerary
  • Each portal URL is unique and token-secured
  • Share via email, WhatsApp, or any messaging app
  • Unpublishing a trip immediately revokes portal access

Quotes, GST & Deposits

Turn a priced itinerary into a proposal the client can act on, without leaving the portal.

  • Offer up to three named packages (for example Standard, Deluxe, Luxury), each with its own price
  • The client compares them in the portal and taps Accept – you get an email, and the trip records exactly what was accepted
  • Add GST (on the whole package or on your service fee only) and TCS for overseas packages, at rates you set – nothing is defaulted
  • Add your agency's own UPI ID in Settings and the portal shows a UPI QR code and pay link for the deposit, paid straight into your bank account – Itiner never holds or verifies this money
  • Mark a deposit as received once you've confirmed it in your own bank or UPI app; the client moves to Deposit Paid

PDF Export

Export any trip as a branded PDF. Ideal for clients who prefer a printable copy or want to save the itinerary offline.

  1. Open a trip
  2. Click Export PDF in the top toolbar
  3. The PDF downloads with your agency name and all trip details

Team & Clients

Invite your team and manage clients from the Settings and Clients sections.

Inviting team members

Go to Settings → Team and copy your agency's invite link. Share it with anyone you want to add, they join as soon as they sign up with it.

Adding clients

Go to Clients and click New Client. Add their name and email. Attach clients to trips to track who each itinerary is for.

Templates

Save hotels, tours, and activities to your team library as reusable templates. Speed up planning by dropping saved items into any new trip.

  1. Go to Templates
  2. Click New Template and fill in the details
  3. When building a trip, insert templates directly into any day

Suppliers

A shared, agency-wide address book of your DMCs, hotels, and transport operators – contacts only, never rates.

  1. Go to Settings → Suppliers to add a name, phone or email, and the services they offer
  2. When requesting a quote for a block on a trip, pick a saved supplier in one tap instead of retyping their contact

GDS Booking Import

Pull an existing PNR straight into a trip by booking reference: flights, seats, fare rules, baggage, ticket status, and hotels all come in with it. Travelport import is in beta. Sabre import is built but has not yet been verified against a live Sabre booking, so treat it as experimental and check imported details. Connect your own account of either under Settings → GDS Connections.

Connecting your own Travelport account

  1. Go to Settings → GDS Connections
  2. Enter your Travelport username, password, client ID, client secret, and PCC (e.g. ABC_1G)
  3. Click Save & Verify - Itiner requests a real token from Travelport before saving, so a wrong credential surfaces immediately instead of failing silently on your next import

Connecting your own Sabre account

  1. Go to Settings → GDS Connections
  2. Enter your Sabre client ID and client secret
  3. Click Save & Verify - Itiner requests a real token from Sabre before saving, so a wrong credential surfaces immediately instead of failing silently on your next import

A Travelport or Sabre connection of your own is required before GDS import will work for that provider; Itiner does not run bookings through its own GDS account. Owners can disable or remove a connection at any time from this page.

Importing a booking

  1. Open a trip and click Or import from a GDS booking
  2. Enter the PNR (booking reference)
  3. Review the imported flights, fares, baggage, and hotels, then merge into the itinerary

Imported facts win over anything AI-drafted for the same day: flight numbers, times, routes, and hotel names from the GDS always take priority over a conflicting AI-generated block.

Supplier Quote Import

If you build trips from a DMC's PDF quote, Itiner reads it straight into the itinerary.

  1. On a new or empty trip, click Have a DMC or supplier quote? Import it
  2. Upload the supplier's PDF, or paste its text
  3. Hotels, transfers, and sightseeing land on the right days – supplier prices are never extracted or shown to the client
  4. Run AI Generate to fill the remaining free time with real places around what was imported; imported facts are never overwritten

Travel Documents

Attach tickets, vouchers, visas, and insurance to a trip. They appear to the client in the same portal link as the itinerary.

  • PDF, JPG, PNG, or WebP, up to 4 MB each
  • Clients open a document through a short-lived signed link – nothing is public

Reminders

Itiner sends two automatic emails, checked once a day.

  • Travellers get a pre-departure email with their portal link 7 days before the trip starts, when the trip is published and the client has an email address
  • You get a nudge 3 days before the start date if a trip is still unpublished
  • On Flex and above, the “Powered by Itiner” line is removed from the traveller email

Accounting Export

Agency owners can download a CSV from Settings → Data & Privacy: one row per trip with the accepted package, price, GST, TCS, deposit received, and balance due, ready for a spreadsheet or an accountant.

Getting Help

Can't find what you need? We respond within 24 hours.