Who is it for?
Smart Planner is designed for two main audiences:
End consumers (B2C/IBE): Customers browsing your website can view and customize a complete itinerary without navigating between multiple pages.
Travel agents (B2B): Agents get a streamlined view of the itinerary with the ability to switch back to the legacy planner via "Expert Mode" when they need access to advanced features not yet available in Smart Planner.
What does Smart Planner support?
Smart Planner currently supports the following product types:
Product | What you can do |
Hotels | View recommendations, browse more options via drawer, upgrade room categories, change hotels |
Flights | View selected flights, search and change flights via the flights drawer |
Activities | View recommendation tiles, select activities, browse more via drawer |
Transfers | View transfer placeholders, search and select ground transport options |
Rental Cars | View rental car assignments, select from dropdown for multi-stop rentals |
How does it differ from the legacy Planner?
The legacy Planner (sometimes called "Ember Planner") is a full-featured, multi-page itinerary editor that supports every template type and advanced operations like ad-hoc components, manual pricing, and supplier-specific tools. Smart Planner is a focused, single-page experience optimized for the most common booking flows.
Key differences:
Single screen: Everything is visible at once — no navigating between itinerary steps.
Guided experience: Recommendation tiles and drawers guide the user toward curated options.
Template compatibility: Smart Planner works with multi-stop templates and multi-day flex templates that have been flagged as compatible. Legacy-only templates continue to open in the traditional planner.
Entry points: Smart Planner can be reached from templates, "Design your Route," "Start with Flights," Dynamic Packaging redirects, and AI Copilot.
Prerequisites
Before using Smart Planner, your TripBuilder instance needs:
Smart Planner enabled at Distribution Channel level — see How to Activate Smart Planner.
Compatible templates (if using template-based tours) — see Template Configuration.
Supplier integrations configured — hotels, flights, activities, and transfers must have active supplier connections in your TripBuilder instance.
Getting help
If you have questions about enabling or configuring Smart Planner, contact our Support team or your Customer Success Manager.