Cruise Itinerary Management Guide¶
This guide covers creating and managing cruise itineraries. An itinerary defines a cruise route template that can be used for multiple sailing dates.
Prerequisites¶
Before creating itineraries, ensure: - Cruise areas are configured (see Setup Guide) - Cruise ports are defined for all stops in the route - Ships are configured with cabin type assignments
Understanding Itineraries¶
What is an Itinerary?¶
An itinerary is a reusable route template that defines: - The cruise area (region) - The ship operating the route - The sequence of port calls (cruise points) - Duration of the cruise
Itinerary vs Cruise¶
| Itinerary | Cruise |
|---|---|
| Route template | Specific sailing instance |
| No specific dates | Has departure/return dates |
| Reusable for multiple sailings | One-time occurrence |
| Defines the path | Has actual bookable inventory |
Example: - Itinerary: "7-Night Eastern Caribbean" (template) - Cruise: "7-Night Eastern Caribbean - Jan 15, 2025" (specific sailing)
Viewing Itineraries¶
- Navigate to Cruise Management
- Select the Itineraries tab
- Use filters to narrow the list:
- Filter by area
- Filter by ship
- Search by itinerary name
Creating an Itinerary¶
Step 1: Create the Itinerary Header¶
- Click Add New Itinerary
- Fill in the basic information:
| Field | Description | Required |
|---|---|---|
| Itinerary Code | Unique identifier (e.g., 7NEC) | Yes |
| Itinerary Name | Display name (e.g., 7-Night Eastern Caribbean) | Yes |
| Area | Select the cruise area | Yes |
| Ship | Select the operating ship | Yes |
| Duration | Number of nights | Yes |
| Description | Detailed description | No |
- Click Save to create the itinerary
Step 2: Add Cruise Points (Port Calls)¶
After saving the itinerary header, add the port sequence.
- With the itinerary selected, navigate to Cruise Points
- Click Add Point
- Enter the port call details:
| Field | Description | Required |
|---|---|---|
| Port | Select the port | Yes |
| Day | Day number (1 = first day) | Yes |
| Arrival Time | Time of arrival | No |
| Departure Time | Time of departure | No |
| Point Type | Embarkation, Port of Call, Disembarkation | Yes |
| Description | Port-specific notes | No |
- Click Save
- Repeat for all ports in the itinerary
Example: 7-Night Eastern Caribbean¶
| Day | Port | Type | Arrival | Departure |
|---|---|---|---|---|
| 1 | Miami | Embarkation | - | 16:00 |
| 2 | At Sea | Sea Day | - | - |
| 3 | Nassau | Port of Call | 08:00 | 17:00 |
| 4 | At Sea | Sea Day | - | - |
| 5 | St. Thomas | Port of Call | 08:00 | 18:00 |
| 6 | San Juan | Port of Call | 07:00 | 14:00 |
| 7 | At Sea | Sea Day | - | - |
| 8 | Miami | Disembarkation | 07:00 | - |
Managing Cruise Points¶
Reordering Points¶
If you need to change the order of port calls: 1. Select the cruise point to move 2. Use the Move Up or Move Down buttons 3. Or edit the day number directly
Editing a Cruise Point¶
- Click on the cruise point in the list
- Modify the fields as needed
- Click Save
Deleting a Cruise Point¶
- Select the cruise point
- Click Delete
- Confirm the deletion
Note: Deleting a port call may require updating day numbers for subsequent stops.
Point Types¶
| Type | Description | Usage |
|---|---|---|
| Embarkation | Passengers board the ship | First port, one per itinerary |
| Port of Call | Ship visits a destination | Mid-route ports |
| Sea Day | Ship at sea, no port | Use when no port visit |
| Disembarkation | Passengers leave the ship | Last port, one per itinerary |
Editing an Itinerary¶
Modifying Itinerary Details¶
- Select the itinerary from the list
- Update the header fields
- Click Save
Adding/Removing Ports¶
- Navigate to the Cruise Points section
- Add new points or delete existing ones
- Ensure day numbering is correct after changes
Deleting an Itinerary¶
- Select the itinerary to delete
- Click Delete
- Confirm the deletion
Important: You cannot delete an itinerary that has cruise instances. Delete or reassign all cruises first.
Duplicating an Itinerary¶
To create a similar itinerary:
- Create a new itinerary with a new code and name
- Manually add the same cruise points
- Modify as needed for the new route
Tip: For itineraries that differ only slightly (e.g., different starting port), create a new itinerary and adjust the port sequence.
Best Practices¶
Naming Conventions¶
Use descriptive names that include: - Duration (e.g., "7-Night") - Region (e.g., "Eastern Caribbean") - Key destinations (optional, e.g., "with Nassau & Cozumel")
Examples: - "7-Night Eastern Caribbean" - "10-Night Mediterranean Highlights" - "3-Night Bahamas Getaway"
Code Conventions¶
Use short, memorable codes: - 7NEC - 7-Night Eastern Caribbean - 10MEDA - 10-Night Mediterranean A - 3BAH - 3-Night Bahamas
Port Timing¶
- Allow adequate time in port (typically 8-10 hours)
- Consider port logistics (tender vs. dock)
- Include buffer time for delays
Validation Checklist¶
Before creating cruises from an itinerary, verify:
- [ ] Itinerary has exactly one embarkation point
- [ ] Itinerary has exactly one disembarkation point
- [ ] Day numbering is sequential and correct
- [ ] All ports are valid and configured
- [ ] Duration matches the number of days
- [ ] Ship is correctly assigned
Next Steps¶
After creating itineraries: 1. Create Cruises - Schedule sailing dates 2. Configure Pricing - Set cabin prices
Troubleshooting¶
| Issue | Solution |
|---|---|
| Cannot save itinerary | Check that code is unique |
| Port not in dropdown | Add the port in dimension data first |
| Ship not appearing | Verify ship exists and is assigned to a company |
| Cannot delete itinerary | Delete all cruise instances first |
| Points out of order | Verify day numbers are correct |