Guided Itinerary Create - Revision history

Zains at 08:57, 30 October 2026

2026-10-30T08:57:35Z

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	== Overview ==		== Overview ==

			<youtube>zfrPrHeG-EE?si=CPMfwXT55IZgSD4a</youtube>

	EventR provides a guided itinerary creation process to help users plan and organise trips, business travel and events. The workflow takes users through the key stages of itinerary creation, from selecting a destination and date to arranging travel, accommodation and other activities.		EventR provides a guided itinerary creation process to help users plan and organise trips, business travel and events. The workflow takes users through the key stages of itinerary creation, from selecting a destination and date to arranging travel, accommodation and other activities.

Zains at 16:21, 29 October 2026

2026-10-29T16:21:36Z

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	{{DISPLAYTITLE:Guided Itinerary Create}}		{{DISPLAYTITLE:Guided Itinerary Create}}

	~~<syntaxhighlight lang="html">~~
	<iframe width="315" height="560" src="https://www.youtube.com/embed/zfrPrHeG-EE" title="YouTube Short" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
	~~</syntaxhighlight>~~

	== Overview ==		== Overview ==

Zains at 16:21, 29 October 2026

2026-10-29T16:21:05Z

← Older revision		Revision as of 16:21, 29 October 2026
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	{{DISPLAYTITLE:Guided Itinerary Create}}		{{DISPLAYTITLE:Guided Itinerary Create}}

			<syntaxhighlight lang="html">
			<iframe width="315" height="560" src="https://www.youtube.com/embed/zfrPrHeG-EE" title="YouTube Short" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
			</syntaxhighlight>

	== Overview ==		== Overview ==

	EventR provides a guided itinerary creation process to help users plan and organise trips, business travel and events. The workflow takes users through the key stages of itinerary creation, from selecting a destination and date to arranging travel, accommodation and other activities.		EventR provides a guided itinerary creation process to help users plan and organise trips, business travel and events. The workflow takes users through the key stages of itinerary creation, from selecting a destination and date to arranging travel, accommodation and other activities.

Zains at 15:30, 27 October 2026

2026-10-27T15:30:35Z

← Older revision		Revision as of 15:30, 27 October 2026
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	'''All stages can be skipped, and the entire guided workflow can be switched off in Admin Settings.''' This ensures that the feature supports users who want step-by-step guidance without restricting those who prefer a faster or more flexible approach to itinerary creation.		'''All stages can be skipped, and the entire guided workflow can be switched off in Admin Settings.''' This ensures that the feature supports users who want step-by-step guidance without restricting those who prefer a faster or more flexible approach to itinerary creation.
			[[Category:3.7.0]]

Zains at 15:30, 27 October 2026

2026-10-27T15:30:08Z

← Older revision		Revision as of 15:30, 27 October 2026
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	The guided process is designed to simplify planning, help users discover available options and bring relevant travel arrangements together in one place.		The guided process is designed to simplify planning, help users discover available options and bring relevant travel arrangements together in one place.

	'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''~~Admin~~ Settings''', allowing organisations to tailor the itinerary creation experience to their preferences.		'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''Account Settings''' in the app, allowing organisations to tailor the itinerary creation experience to their preferences.

	== Step-by-step guide ==		== Step-by-step guide ==
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	== Disabling the guided workflow ==		== Disabling the guided workflow ==
	Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's ~~administrative configuration~~.		Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's '''Account settings''' tab on their '''Mobile Phone.'''

	To disable the ~~workflow~~:		To disable the Guided Create:

	# Open '''[[~~ECH Admin Page~~\|~~Admin Settings~~]]''' '''~~in the EventR Coordinator Hub~~'''.		Open EventR app and head to the '''<nowiki/>'Account'''' tab in the nav bar.
	~~# Locate the setting that controls the guided itinerary creation flow.~~		[[File:Guided create turn off 2.png\|center\|thumb\|217x217px]]
	~~# Turn~~ off ~~the guided workflow~~.		Go into '''<nowiki/>'Settings'<nowiki/>''' then '''<nowiki/>'Home''''.
			[[File:Guided create turn off 3.png\|center\|thumb\|217x217px]]


			Hit the '''<nowiki/>'Guided Itinerary Creation'''' toggle.
			[[File:Guided create turn off 1.png\|center\|thumb\|217x217px]]
	Once disabled, users will no longer be guided through the staged creation process. The organisation can therefore choose whether to use the guided experience or rely on its preferred itinerary creation approach.		Once disabled, users will no longer be guided through the staged creation process. The organisation can therefore choose whether to use the guided experience or rely on its preferred itinerary creation approach.

	~~''Note: The exact setting name and navigation path may vary depending on the EventR configuration.''~~

	== Reviewing your itinerary ==		== Reviewing your itinerary ==

Zains at 15:15, 27 October 2026

2026-10-27T15:15:58Z

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	== Step-by-step guide ==		== Step-by-step guide ==
	~~[[File:Guided Create Location.png\|thumb\|325x325px]]~~

	=== 1. Choose a location ===		=== 1. Choose a location ===
	Select the location for the itinerary. This establishes the destination around which the trip or event will be organised and can help identify relevant accommodation and travel options.		Select the location for the itinerary. This establishes the destination around which the trip or event will be organised and can help identify relevant accommodation and travel options.

	This step can be skipped if the destination has not yet been decided or if the user prefers to add it later.		This step can be skipped if the destination has not yet been decided or if the user prefers to add it later.
			[[File:Guided Create Location.png\|thumb\|325x325px\|center]]

	=== 2. Set a date ===		=== 2. Set a date ===
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	Setting a date can help users organise flights, accommodation and scheduled activities. Users can skip this stage if the date is not yet confirmed or is not required at this point.		Setting a date can help users organise flights, accommodation and scheduled activities. Users can skip this stage if the date is not yet confirmed or is not required at this point.
			[[File:Set date.png\|center\|thumb\|325x325px]]

	=== 3. Name the itinerary ===		=== 3. Name the itinerary ===
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	Names might include an event title, destination, project name or the purpose of the trip. This stage can be skipped if the user prefers to provide a name later.		Names might include an event title, destination, project name or the purpose of the trip. This stage can be skipped if the user prefers to provide a name later.
			[[File:Name the Itinerary.png\|center\|thumb\|325x325px]]

	=== 4. Invite users from your organisation ===		=== 4. Invite users from your organisation ===
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	This can help teams coordinate their plans and keep colleagues informed of the arrangements associated with a trip or event. Users can skip this step if they are planning independently or intend to invite colleagues at a later stage.		This can help teams coordinate their plans and keep colleagues informed of the arrangements associated with a trip or event. Users can skip this step if they are planning independently or intend to invite colleagues at a later stage.
			[[File:Invite Users.png\|center\|thumb\|325x325px]]

	=== 5. Review nearby hotel offerings ===		=== 5. Review nearby hotel offerings ===
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	Hotel selection is optional, and users can skip this stage if accommodation is not required or has already been arranged.		Hotel selection is optional, and users can skip this stage if accommodation is not required or has already been arranged.
			[[File:Hotel Offers.png\|center\|thumb\|325x325px]]

	=== 6. Add a flight ===		=== 6. Add a flight ===
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	Users can skip this stage if they are not travelling by air, have not booked their flights or intend to add flight details later.		Users can skip this stage if they are not travelling by air, have not booked their flights or intend to add flight details later.
			[[File:Add a Flight.png\|center\|thumb\|325x325px]]

	=== 7. Add additional itinerary items ===		=== 7. Add additional itinerary items ===
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	Users only need to add the items relevant to their plans. This stage can be skipped if no additional items are required or if the user wishes to complete the itinerary later.		Users only need to add the items relevant to their plans. This stage can be skipped if no additional items are required or if the user wishes to complete the itinerary later.
			[[File:Additional Itinerary Items.png\|center\|thumb\|325x325px]]

	== Skipping stages and workflow flexibility ==		== Skipping stages and workflow flexibility ==
	The guided itinerary creation process is designed to assist users rather than enforce a fixed set of requirements.		The guided itinerary creation process is designed to assist users rather than enforce a fixed set of requirements.

	* '''Every stage is skippable.''' Users can bypass any step without having to provide information or complete an action at that stage.		* '''Every stage is skippable.''' Users can bypass any step without having to provide information or complete an action at that stage.[[File:Skip.png\|thumb]]
	* '''Users can progress at their own pace.''' Information can be added when it becomes available or when it is relevant to the itinerary.		* '''Users can progress at their own pace.''' Information can be added when it becomes available or when it is relevant to the itinerary.
	* '''Not every itinerary needs every item.''' Users can choose the travel arrangements, activities and participants appropriate to their plans.		* '''Not every itinerary needs every item.''' Users can choose the travel arrangements, activities and participants appropriate to their plans.

Zains at 15:02, 27 October 2026

2026-10-27T15:02:28Z

← Older revision		Revision as of 15:02, 27 October 2026
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	== Step-by-step guide ==		== Step-by-step guide ==
			[[File:Guided Create Location.png\|thumb\|325x325px]]

	=== 1. Choose a location ===		=== 1. Choose a location ===
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	This step can be skipped if the destination has not yet been decided or if the user prefers to add it later.		This step can be skipped if the destination has not yet been decided or if the user prefers to add it later.


	=== 2. Set a date ===		=== 2. Set a date ===

Zains: Zains moved page New Guided mode to Guided Itinerary Create: Misspelled title

2026-10-27T14:03:02Z

Zains moved page New Guided mode to Guided Itinerary Create: Misspelled title

← Older revision		Revision as of 14:03, 27 October 2026
(No difference)

Zains: Removed redirect to Guided Itinerary Create

2026-10-27T14:02:28Z

Removed redirect to Guided Itinerary Create

← Older revision		Revision as of 14:02, 27 October 2026
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	~~#REDIRECT [[Guided Itinerary Create]]~~{{DISPLAYTITLE:Guided Itinerary Create}}		{{DISPLAYTITLE:Guided Itinerary Create}}

	== Overview ==		== Overview ==

Zains: Redirected page to Guided Itinerary Create

2026-10-27T13:59:14Z

Redirected page to Guided Itinerary Create

← Older revision		Revision as of 13:59, 27 October 2026
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	{{DISPLAYTITLE:Guided Itinerary Create}}		#REDIRECT [[Guided Itinerary Create]]{{DISPLAYTITLE:Guided Itinerary Create}}

	== Overview ==		== Overview ==