Guided Itinerary Create: Difference between revisions
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== Step-by-step guide == | == Step-by-step guide == | ||
=== 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. | ||