TrailheadTrips & CISItinerary
IT-02Lodge itineraryNo assistant eval · Coverage unknown

Build the Lodge Itinerary

A multi-stay trip needs one chronological itinerary and explicit handoffs.

Track

Itinerary

Phase

Lodge itinerary

Starts with

Disconnected stay details

Ends with

Chronological stays and handoffs

You are here

IT-02
  1. TC-01Create a CIS
  2. IT-01Plan Arrival and Departure
  3. IT-02Build the Lodge Itinerary
  4. PS-01Add Passengers
  5. PS-02Capture Passenger Needs
  6. TC-02Review and Save the CIS
  7. DH-01Define Required Fishing Work
  8. DH-02Mark Non-fishing Days
  9. CT-01Find and Add a Returning Client
  10. CT-02Link an Invoice
  11. CT-03View or Export the CIS Document

The situation

The group will stay at one or more operating bases during the booking.

What starts it

Stay dates and transfer details are ready to organize.

How it unfolds

  1. 1Operations

    Add each lodge stay inside the booking window.

    Identify the correct lodge context for each stage.

  2. 2Operations

    Order the stays chronologically.

    Remove gaps and overlaps that do not reflect the promise.

  3. 3Operations

    Record pickup, dropoff, timing, and responsibility where needed.

    The itinerary shows how the group moves between bases.

What each person sees

Operations

The current CIS state and the exact details that still need attention.

Why: Make the next responsibility clear without duplicating ownership.

The rule to remember

Every stay fits the CIS window and every between-stay movement has clear context.