Changelog

Rares Homm

Log in, find your way around, and get up and running in itrvl.

Getting Started

How to build an itinerary from scratch (Jacada)

Who to contact for itrvl support (YZ/W)

Getting started with itrvl (YZ/W)

Understanding itinerary statuses (YZ/W)

How to log in to itrvl (YZ/W)

Customise your client-facing itinerary presentation and portal.

Presentation Editor & Client Portal

How to show or hide the sell price and set a custom pricing note (YZ/W)

How to use the Presentation Editor (YZ/W)

Supplier costs, DMC assignments, invoicing, and payments.

Pricing, Invoicing & Payments

How to change the selling currency on your itinerary (YZ/W)

How to mark an invoice as paid (YZ/W)

How to share the Payment Portal with your agent or client (YZ/W)

Itrvl Team

Create client records, share itineraries, and manage the client portal.

Clients, Sales & Proposals

How to create a new client in itrvl (Jacada)

How to publish and share your itinerary with clients (YZ/W)

How to create a new client in itrvl (YZ/W)

How to navigate the Client Details page (YZ/W)

Build and modify itineraries — accommodations, transit, services, and more.

Trip Building & Editing

How to change the start date of your itinerary (YZ/W)

How to import a booking (YZ/W)

How to use the Documents Tab (YZ/W)

How to add custom accommodations using Own Accommodation (YZ/W)

How to rebuild your itinerary using Copy to Builder (YZ/W)

Common issues and frequently asked questions.

Troubleshooting & FAQs

How to fix the "Error Connecting to Booking Server" issue (YZ/W)

Internal step-by-step workflow guides for W-Edge consultants.

W-Edge: itrvl How-to's (Internal)

Initial deal stage tasks — finding bookings, verifying rates, and managing the client portal.

Section 1 – Deal Stage (SS + TD)

Finding a booking or client in itrvl

Checking a booking in itrvl after Window changes

Regenerating the video itinerary

Publishing and unpublishing the client portal

Verifying sell rate and agent commission

Reading version history and supplier cost lines

Hiding and showing the sell price

Invoicing, provisional holds, and closing the sale.

Section 2 — Provisional and Closing Sale (SS + TD)

Requesting a provisional hold in itrvl

Generating invoices and sharing the payment link

Managing booking changes after confirmation — refreshes, re-invoicing, and nett adjustments.

Section 3 — Post-Confirmation Changes (JS)

Generating a separate invoice for immediate payment

How post-confirmation changes work — Window to itrvl flow

Re-invoicing when a change affects the price

How to set margin to zero for nett bookings

Refreshing a booking after post-confirmation changes

Operational tasks — downloading documents and updating the Presentation Editor.

Section 4 — Operations

Adding Operations Details in Presentation Editor

Adding international flights in Presentation Editor

Downloading Documents 

Additional invoices, split invoicing, currency changes, and payment management.

Section 5 — Additional Invoicing and Payments

How to split an invoice

How to change the selling currency on your itinerary

Marking an invoice as paid

Handling split route bookings and multi-leg itineraries.

Section 6 — Multiple Routes and Split Bookings

What a split route booking is and why it matters

How to resequence a split route booking

Platform overview and setup guides for W-Edge.

W-Edge

What is itrvl Edge and how does it work?

How can we help you?

Help Center

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itrvl

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