Travel Customer Onboarding | Setup and Configuration of the Travel Itinerary Addon
Learn how to set up and configure the Travel Itinerary Add-on as part of your travel customer onboarding process. This guide walks you through enabling the add-on, customising defaults, connecting booking data, and preparing your account so you can seamlessly create and deliver itineraries to your clients.
Travel Itinerary Add-on | FAQ
What is the Travel Itinerary Add-on?
The Travel Itinerary Add‑on for QuoteCloud enables travel agents and operators to create, customise and deliver professional travel itineraries as part of quotes and proposals. The add‑on supports configuring defaults, connecting booking data and preparing your account so you can seamlessly produce client-ready itineraries.
How do I get started with the Travel Itinerary Add‑on?
Begin by enabling the Travel Itinerary Add‑on for your QuoteCloud account and following the Travel Customer Onboarding setup guide. The onboarding covers enabling the add‑on, customising defaults and connecting booking data so your account is ready to create itineraries. If you’re already a user, sign in to your account to access the setup steps.
Can I customise itinerary templates and default settings?
Yes. The setup and configuration guide explains how to customise default values and templates so itineraries match your branding and preferred presentation. Use the document/customisation options in QuoteCloud to set template content, layout and default itinerary elements for consistent client communications.
How do I connect booking data and supplier information?
The add‑on supports connecting booking data so bookings (flights, hotels, transfers, etc.) can be mapped into itinerary documents. During onboarding you’ll be guided to connect or import booking data sources so itinerary content is populated automatically. Refer to the setup guide for the exact connection steps for your data sources or suppliers.
How are itineraries delivered to clients?
Once created, itineraries can be delivered alongside quotes and proposals using QuoteCloud’s document delivery features. The add‑on is designed to integrate itinerary documents into your proposal workflow so clients receive a single, branded package of travel details and related documents.
Does QuoteCloud provide a mobile app for travellers?
Yes. TravelDocs is the mobile app that synchronises with QuoteCloud itineraries so travellers can view their schedule, receive real‑time updates, access documents offline and message their travel agency. TravelDocs ensures clients have itinerary access on iOS and Android devices.
What integrations are available with the Travel Itinerary Add‑on?
The Travel Itinerary Add‑on works within the broader QuoteCloud ecosystem, which offers integrations such as accounting (QuickBooks Online) and QuoteCloud’s document generation and electronic signature features. These integrations help automate invoicing, financial sync and document workflows for travel businesses.
Where can I find help or start the setup process?
For guided setup and troubleshooting, consult QuoteCloud’s Help & Support resources or log in to your QuoteCloud account to access the Travel Itinerary Add‑on setup guide and onboarding steps.