Everything you need to get the most out of WaypointsX
Step-by-step guides to help you master every feature
Learn how to use templates, images, and formatting to create itineraries that impress.
How to paste confirmation emails and let AI extract all the booking details automatically.
Tips for structuring complex itineraries with multiple cities, countries, or travel modes.
How to include interactive maps and driving/walking directions in your itineraries.
What information to capture and how to use it to personalize every trip.
Set up smart reminders that help you stay connected without extra effort.
How to gather post-trip feedback and turn it into better future experiences.
Special strategies for your highest-value clients who expect white-glove service.
A complete guide to tracking commissions from booking to payment.
Use your data to demonstrate value and negotiate higher rates with suppliers.
How to generate reports that make tax preparation simple and accurate.
Templates and strategies for professional follow-ups that get results.
How to add your logo, colors, and contact information to all client materials.
Build reusable templates for your most common trip types.
Small touches that make clients feel special and increase referrals.
Understanding the client view and how to optimize itineraries for mobile.
Links, email, PDF exports - when to use each sharing method.
How clients can access their itinerary without internet connection.
Quick answers to common questions
From your dashboard, click "New Itinerary" and select either a blank template or one of our pre-designed templates. Add your client, set the travel dates, and start adding days and activities. You can drag and drop to reorder, and use our AI import feature to quickly add bookings from confirmation emails.
Yes! Go to Clients > Import and upload a CSV file with your client data. We support fields like name, email, phone, birthday, anniversary, and travel preferences. Our system will automatically map common column headers, and you can manually assign any that don't match.
Navigate to Settings > Branding to upload your logo, set your brand colors, and customize the header/footer that appears on shared itineraries. You can also add your agency name, contact information, and social media links.
We support CSV files for bulk client imports, and our AI can parse PDF confirmations, email forwards, and screenshots for booking details. For itineraries, you can import from Excel spreadsheets or copy-paste from other tools.