Getting started with itrvl

Written By Rares Homm

Last updated 2 months ago

Summary: Welcome to itrvl. This guide gives you a quick overview of your dashboard, the main navigation, and where to find everything you need to start building and managing itineraries. This is for all new users getting oriented with the platform for the first time.

Also known as: first steps, getting started, new user guide, dashboard overview, how to use itrvl, itrvl walkthrough, platform overview

Your dashboard

After logging in, you'll land on your personal dashboard. Here's what you'll see:

Welcome banner at the top greets you by name and gives you a brief introduction to your dashboard.

Create new Itinerary on the right side of the dashboard lets you jump straight into building a trip. Set your number of travelers, select a start date, and click Find Availability to open the Itinerary Builder.

[SCREENSHOT: Show the Create new Itinerary section with the travelers, date, and Find Availability button]

Viewing dashboard for on the left lets you switch between your own dashboard and other agents' dashboards. This is useful if you need to check on a colleague's itineraries or upcoming trips.

Upcoming Confirmed Itineraries shows any confirmed trips that are traveling within the next 90 days. This is your quick glance at what's coming up soon.

Recent Itineraries shows itineraries that have been updated within the last 2 weeks. You can switch between different view layouts using the icons in the top right of this section. Click Edit on any itinerary to jump straight into it.

[SCREENSHOT: Show the Recent Itineraries section with the Edit button and view layout icons]

Notifications on the right side shows activity on your client portals. You can see when clients access their itineraries, including the date, time, and location. This is helpful for tracking client engagement and timing your follow-ups.

[SCREENSHOT: Show the Notifications panel with client access entries]

Top navigation bar

Search bar at the top center lets you search for clients, itineraries, and booking reference numbers (the unique 6 or 7 digit numbers assigned to each booking). This is the fastest way to find anything in itrvl.

[SCREENSHOT: Show the search bar at the top of the screen]

Client Details button in the top right corner takes you to the last client you were viewing. This is a quick shortcut when you're working on a specific client's trips.

Navigation menu

Click the menu icon (three horizontal lines) in the top left corner to open the full navigation menu. From here you can access:

  • My Profile to view and update your personal account details

  • Saved Itineraries to access itineraries you've saved for reference

  • Dashboard to return to your main dashboard

  • Chat (experimental) to access itrvl's AI chat feature for quick assistance

  • Itinerary Builder to start building a new itinerary

  • My Clients to view and manage all your client records

[SCREENSHOT: Show the full navigation menu expanded]

What to do next

Now that you're familiar with the dashboard, here are the most common next steps:

  • Build your first itinerary by clicking Find Availability on the dashboard or opening the Itinerary Builder from the navigation menu

  • Create a client before or during the itinerary building process

  • Learn about itinerary statuses so you know what each stage of a booking means

Related Articles

  • How to log in to itrvl

  • How to build an itinerary from scratch

  • How to create a new client

  • Understanding itinerary statuses

  • Who to contact for itrvl support

Should you notice any issues in this process, please reach out to itrvl support.