Checking off the box for Viewable by Client will generate a unique url that can be sent to clients with a detailed itinerary of their trip. Unchecking the box will invalidate the url, hiding the trip from a client while an advisor makes edits. Important: Make sure you select 'Save All' in the upper right corner after the link is generated. If you do not Save All, the link will not work.
Once a trip has been made “Viewable by Client” a blue dot will display to the right of the Client Itinerary tab – this dot indicates the itinerary is now live and can be viewed through the Trip URL (or Traveler Portal URL - see below for how to send Traveler Portal URL.
The Trip can now be sent to your client:
- Selecting the Copy URL icon – this will copy the Trip URL. You can then send this URL through the communication platform that works best for you and your client.
Looking to send your client directly to the Traveler Portal instead of a specific Trip? Please follow the below steps:
- Head to the Client Profile
- Select the Copy URL icon to grab the Traveler Portal URL and send through the communication platform of your choosing.
Note: in order for a Trip to display externally, the Trip must be made viewable first (see Step 1 above)