Turn a travel brief into a structured, bookable, transparently-quoted itinerary: structure before price, itemize net/commissionable cost + service fee + taxes + insurance, attach the per-supplier cancellation/penalty schedule (verify-at-use), and document every element. No traveler PII in the artifact.
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---
name: itinerary-design-and-quoting
description: "Turn a travel brief into a structured, bookable, transparently-quoted itinerary: structure before price, itemize net/commissionable cost + service fee + taxes + insurance, attach the per-supplier cancellation/penalty schedule (verify-at-use), and document every element. No traveler PII in the artifact."
---
# Itinerary Design & Quoting
An itinerary is a **structured, priced, documented commitment** — not a wish list. Build the structure, then price it honestly, then record it.
## The loop
1. **Structure first.** Fix routing, sequencing, pace, and must-haves before quoting. Sanity-check feasibility (connection times, check-in/out, minimum stays) — see the group-vs-FIT structuring tree in [`../../knowledge/travel-agency-decision-trees.md`](../../knowledge/travel-agency-decision-trees.md).
2. **Quote transparently.** Itemize: net/commissionable supplier cost, your **service/planning fee** (when the work exceeds what commission covers — ask [`travel-agency-operations-lead`](../../agents/travel-agency-operations-lead.md)), taxes/fees, and travel insurance offered. No hidden markups surfacing at final payment.
3. **Attach the penalty schedule.** For every supplier, record the deposit, final-payment date, and cancellation-penalty schedule. Treat each as `[verify-at-use]` against the live supplier at booking.
4. **Document the record.** Confirmation numbers, inclusions/exclusions, and every subsequent change go into the itinerary artifact — see [`../service-recovery-and-disruption/SKILL.md`](../service-recovery-and-disruption/SKILL.md) for change handling.
## Metrics
| Metric | Reads | Note |
|---|---|---|
| Quote-to-book conversion | booked / quoted | Low -> structure or price/trust problem |
| Average booking value | revenue per booking | Feeds the fee-vs-commission call |
| Service-fee capture | % of complex trips carrying a fee | Uncharged expertise is lost margin |
| Documentation completeness | % of elements with confirmations logged | The E&O shield |
## Anti-patterns
- Pricing before the structure is agreed.
- Burying a markup instead of naming a service fee.
- Booking without recording the cancellation-penalty schedule.
## See also
- [`../group-vs-fit-trip-operations/SKILL.md`](../group-vs-fit-trip-operations/SKILL.md), [`../../templates/itinerary-and-quote.md`](../../templates/itinerary-and-quote.md).
- Best practices: [`../../best-practices/charge-a-fee-when-the-commission-wont-cover-the-work.md`](../../best-practices/charge-a-fee-when-the-commission-wont-cover-the-work.md), [`../../best-practices/document-the-itinerary-and-every-change.md`](../../best-practices/document-the-itinerary-and-every-change.md).
