There’s an itinerary you’re repurposing for a new proposal with slight variations in the included activities. If you want to tweak existing activities for a personalised itinerary, without having to go into Admin to load new ones, easily edit activities in the Itinerary Builder Planner step.

Existing Linked Activity 🖲 Click on the Activity, edit and save as Free Text

🗺 Same location will reflect for the Free Text Activity

Existing Free Text Activity 🖲 Click the text box, edit and save as Free Text

🗺 Click ADD PLACE to add or edit the location

Existing Free Text Activity 🗺 Click on the location to edit and save

These shortcuts help you save a bit of time making quick changes to existing itineraries for new clients. This doc digs deeper. Contact for more help.

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