On this Itinerary Settings page, you can configure the appearance and content of the Itinerary PDF.
The Itinerary PDF can be attached to emails, including confirmation emails, email templates, and individual emails. The Itinerary PDF can be generated for one attendee by clicking Print Itinerary on the attendee’s Manage > Registrations > Overview page. The Itinerary PDF can be generated for multiple attendees by using the Print Itinerary action in the Report Results window.
FYI:
- When you generate an Itinerary PDF for an attendee, the file name is in the format "Last Name - First Name - Profile Unique ID.pdf", for example "Citizen-John-71618.pdf".
- When you copy an event, the itinerary settings can be copied with the event.
Preview: To preview an itinerary with the current settings, click Choose a Registration to Preview in the Itinerary Options heading bar. Choose a registration from the registrations listed in the modal pop-up window. Click Preview in that window.
Itinerary Options
Select any permutation of the three options to determine what is included in the itinerary. An option is only available if that module is enabled for the event.
- Include Appointments – Include the attendee’s appointment schedule if the Appointments Module is enabled for the event.
- Include Agenda Items – Include the agenda items for which the attendee is registered.
- If selected, then select the Agenda Types to include.
- Agenda types include Tour, Session Breakout, and Meal, for example.
- Note: If Speaker and Session Management is enabled in the event, itineraries include Sessions instead of Agenda Items.
- This behavior means the Include Agenda Items option is not displayed.
- Include Travel – Include the attendee’s flights if the Travel Packages module is enabled for the event.
- Flights appear on a separate page of the itinerary.
Itinerary Page Header
In the editor window, edit the text to be displayed as the header of each page of the itinerary.
The default text is:
<{First Name}> <{Last Name}> - Complete Itinerary
Event: <{Event Name}>
Append Data Fields to header
To add a data field, click the location in the editor box. Select the field in the Select a Data Field drop-down list. Click Add data field.
(The data fields available include Current Time Stamp, which identifies when the itinerary PDF was generated.)
The Enable Editor? check box is selected by default. If you clear the Enable Editor? check box, you can still edit the raw HTML of the header. You can still add data fields to the header.
Itinerary Layout Colors and Fonts
You can edit any of the colors and fonts used in the table that make up most of the itinerary. The illustration changes dynamically as you make edits.
- Caption Color – The background color behind the caption at the top of the grid.
- Default: #757c82 (Slate Grey)
- Caption Title Color – The color of the text (for example, "Calendar" or "Travel") in the caption.
- Default: #FFFFFF (White)
- Caption Title Font – The font of the text in the caption.
- Default: Arial
- Header Color – The background color of the header.
- Header Title Color – The color of the text (for example, "Start" and "End") in the header title.
- Default: #999999 (Gray60)
- Header Title Font – The font of the text in the header.
- Default: Arial
- Grid Color – The color of the grid lines between records, such as appointments and sessions.
- Default: #C0C0C0 (Silver)
- Grid Font – The font of that text in the grid.
- Default: Arial
To specify a color, enter its hexadecimal value directly in the field (for example, #FFFFFF for white). You can also click the icon to the right of the field to open the Color Picker.
To use the Color Picker, click and drag to select a color. Click the Save icon in the lower right corner to select that color.
Each color selected is illustrated in the icon next to it.
Itinerary Layout Options
- Enable Page Break Per Day – Select to have each day in the itinerary start on a new page.
- Remove Row Number on Table – Select to display the itinerary without any row numbers.
- By default, rows are numbered.
- Display Travel Time – If Include Appointments is selected, select this option to include the Travel Time between appointments.
- Travel Time configuration is set on the Appointment Template.
- Include Speaker Names for Sessions – If Speaker and Session Management is enabled, select this option to include the speaker’s name with their session.
- Show Free Appointment Slot – If Include Appointments is selected, select this option to include an attendee’s free appointments on their itinerary.
- Include Description of Agenda Item or Session – Select to show the description of the Agenda Item.
- If Speaker and Session Management is enabled, select this option to show the description of the Session.
Date & Time Formats
- Date Format – Select the date format to be used:
- MM/DD/YYYY
- DD/MM/YYYY, or
- WEEKDAY, MM DD YYYY (for example, Monday, April 28 2017)
- Time Format – Select the time format to be used:
- hh:mm AM/PM (for example, 1:45 PM), or
- HH:MM (for example, 13:45)
Labels
- Text to be displayed next to Travel Time – (Required) Type the text to label the Travel Time for appointments if Include Travel is selected under Itinerary Options.
- Example: " Prepare for next Appointment"
- Text to be displayed for Free Appointment Slot – (Displayed only when Show Free Appointment Slot is selected, and then it is a required field.)
- Type the text to be shown as the description in any “free” time appointment time slots.
- A “free” time appointment time slot is on the Appointment Template but the attendee has no appointments.
- Example: " Free Time"
- Calendar Caption Title – (Required) The text shown in the first row of the table of itinerary information for Appointments and Agenda Items or Sessions.
- The Caption Title Color/Font is defined under Itinerary Layout Colors and Fonts.
- Example: "Details"
- Detail Column Header – (Required) The text shown as the header of the column in which the details of Appointments and Agenda Items or Sessions are listed.
- The Header Title Color/Font is defined under Itinerary Layout Colors and Fonts.
- Example: "Calendar"
- Text to be displayed in front of an Appointment – Optional extra text as a prefix for each appointment.
- Example: "Business Meeting: "
- Default: blank.
Itinerary Page Footer
Optionally configure a footer to appear at the bottom of each page of the itinerary. This is much like configuring the header above.
In the editor window, edit the text to be displayed in the footer.
Append Data Fields to header
To add a data field, click that location in the editor box. Select the field in the Select a Data Field drop-down list. Click Add data field.
(The data fields available include Current Time Stamp, which identifies when the itinerary PDF was generated.)
The Enable Editor? check box is selected by default. If you clear Enable Editor?, you can still edit the raw HTML of the footer. You can still add data fields to the footer.