Select a client to review their intake.
Planner notes and instructions
1. Recommendations
Save your notes first if you want them factored in. Present these to the client.
2. Confirmed bookings
Enter what you booked in the real world. Only confirmed details belong here. This is the source of truth for the itinerary and guide.
View original imported notes
Trip summary
Resort
Tickets
Lightning Lane
Dining reservations
Transportation
Airport arrival
Airport departure
Special experiences & enchanting extras
Dining plan credits (optional)
Planner notes
3. Itinerary
Save bookings first. The itinerary is built from the confirmed bookings.
4. Guide content
Design-ready content, built from the itinerary. Review before handing to design.
Compile converts guide content into structured data. Generate the PDF for delivery, then publish the interactive web guide for the client to open from a link.
guide.json is ready. Generate the PDF or publish the interactive web guide.