Agency workflow answer
Should travel agencies send PDFs, live itinerary links, or both?
Use both when they solve different client needs: a PDF is useful as a stable artifact, while a secure live itinerary link is better for phone access, maps, day navigation, and travel-time reference. Both should come from the same reviewed final projection.
Why it matters
The agency process has to stay clear before the client sees the plan.
The final itinerary is what travelers rely on during the trip. It should be easier to use than the proposal, but it should still expose only reviewed client-safe information.
Common agency workflow
- Resolve proposal feedback and confirm the approved version.
- Finalize the itinerary from the published proposal projection.
- Create a secure read-only traveler link for phone and laptop access.
- Export PDF or calendar companions when the client or agency process needs them.
Where this step can go wrong
- The PDF and live link come from different versions.
- A private trip edit changes traveler-facing content without review.
- The client receives a proposal link when they need final travel materials.
- Emergency or supplier-support expectations are unclear.
Platix example
How Platix supports this step.
- Platix final itinerary delivery is generated from a published proposal, not the mutable private trip.
- The traveler link is read-only and can show days, stops, maps, selected media, selected instructions, agency branding, and the final disclaimer.
- PDF and calendar exports can accompany the same client-safe projection.
Boundary
What Platix does not replace.
- A live traveler link is not public discovery content.
- Platix is not an emergency travel contact or supplier support line.
Product guides
Use the exact Platix controls.
Questions
Is the live itinerary the same as the private trip?
No. It is a read-only final projection created from a published proposal.
Why still use PDF?
PDF is useful for offline files, archival handoff, or clients who prefer a document.
Can a traveler edit the live itinerary?
No. Travelers can view selected final content but cannot edit agency work.