Adding/Managing an Itinerary Item

Video Tip - Go to the 1:03 mark of the video to view information on adding an Itinerary item.

To Add an Itinerary Item:

  1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Itinerary" tool.
  2. Click on the "Add Item" button.
  3. In the "Item" tab, enter the item name and details/note.
  4. In the "Date/Time" tab, enter the date, start time and end time.
    • Optional: You can set a reminder for Contacts and Vendors assigned to the item by clicking on the "Set reminder for this Itinerary item?" checkbox; selecting whether you want email and/or text message reminder; and how far in advance of the start time the reminder should be sent.
    • Optional: If you need to shift the start times for the items that fall before or after this item, use the dropdowns under "Shift items BEFORE..." or "Shift items AFTER..."
  5. In the "Assignments" tab, you can assign the item to one or more Vendors, Contacts and/or Venues that have been assigned to the Event by clicking in the approproate fields.
    • NOTE:  If the Vendor, Contact or Venue has not been added to the account or assigned to the Event, you can add it by clicking on the appropriate "Create New..." button.
  6. In the "Categories" tab, you can assign the item to one or more categories.
  7. If you are finished, click "Save & Close". If you want to add another item, click "Save & Add Another".

To edit or delete an Itinerary item, find the item and click on the pencil or trash can icon next to it, respectively.

Alternately, you can open the item by clicking on the name and then click on the "Update" button next to each element to edit it.

You can also use the checkboxes next to Itinerary items to make mass modifications to multiple items at the same time. For example, you can change the date; shift times forward/backward; attach vendors/contacts; and change categories for multiple items at the same time.

To Attach a File to an Itinerary Item:
NOTE: Attaching a file to an Itinerary item lets you be able to download the attached file for easy access.

  1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Itinerary" tool.
  2. Find the Itinerary item in question and click on its name.
  3. Find the "Files" item and click on the "Upload" button.
  4. Click on the "Click to Select Files" button and select the files from your computer. They will be uploaded momentarily.
  5. To download the file, click on the cloud icon.
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