Offer your client more than one itinerary

Steps

1. On the Options tab, build one itinerary, then choose "New itinerary" or "Duplicate" to make Option B, Option C and so on. Use "Rename" to give them real names.
2. Link each item's price to a price line (see "Price a trip"). A price line linked only to another option is left out of this one; a line linked to nothing, such as a fee, appears in every option.
3. To publish one plan, choose "Choose this option" on the itinerary you want. Choosing one un-chooses the other.
4. To publish several, open the Proposal tab. With two or more itineraries that each have at least one item, tick "Show my itineraries to the client as options" in the Publish panel.
5. Open "Preview the page your client will see" to check it, then publish.

What you will see

• With options published, the client sees "Your options" cards, each with its name, number of days, total and a "View" button.
• Each option is priced on its own. The client picks one and approves it.
• If no itinerary is chosen and options are off, the proposal has pricing only and no itinerary section.

Common problems

Related

• Publish a proposal and manage versions
• See what your client decided