Account Preferences

Account Preferences

To update your preferences, click the Profile icon (top right corner), select My Account, and navigate to the Preferences tab.
Depending on your Brand and Region, not all preferences will be available to enable or disable and may be permanently on/off based on brand standard requirements.



From here, you can update the following settings:

1. PDF preferences

  1. This affects the design layout of your Travellers' Trip PDFs. 
  2. Choose between four different layout options - please note that the default layout may differ between agencies and is therefore not available for preview.
    1. The PDF preview is not a live preview, i.e. you will be viewing a sample and not one of your own Trips.

2. 24-Hour Clock

  1. If enabled, your Travellers will see all times in 24-hour format. This will not reflect in the Trip Publisher, only in the Web View.

3. Messenger | Chat for Travellers

  1. If enabled, Travellers will be able to communicate via Trips Messenger within the Web Itinerary or Mobile App.
  2. This function will also enable Travellers to communicate with each other.
  3. If disabled, you will be able to send messages to Travellers but they will be unable to reply.

4. Messenger | Email Notification Digest

  1. If enabled, you will receive an email digest of in-app messages you have missed from Travellers while offline.
  2. This email will be sent approximately every thirty minutes if messages have been missed during this time period.
  3. Please note that this feature requires Traveller Messaging to be enabled.

5. Insurance Quote Request

  1. When enabled, if an Insurance segment is not present in your Trip, you customers will see a prompt to receive a quote for Travel Insurance. When selected, you will receive an email prompting you to reach out to your customer with a quote; providing opportunities for incremental revenue.

6. Traveller Collaboration

  1. If enabled, Travellers will be able to add Bookings and Notes to their Trips once they have been Published.
  2. Whether enabled or disabled, Travellers will not be able to remove or edit the Bookings you have added.

7. Travel Requirements - Sherpa

  1. If enabled, the Travel Requirements section will be available on the Web Itinerary view.

8. Flight Notifications

  1. If enabled, Travellers will receive flight status updates starting 24 hours before scheduled departure (Advisors will only receive updates if a flight is delayed or cancelled).
Always remember to click Save to apply any changes in your Account Preferences.

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