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How to Edit and Organize Itinerary Routes

Create Pathways for Customers to Follow

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Written by Jordan Prete
Updated over 3 weeks ago

Step 1: Open the Itinerary

• Go into the itinerary you’ve already set up.

• You’ll see a list of all the stops you’ve added.

Step 2: Understand How the Lines Work

• The system draws lines between stops in the order they appear.

• It connects Stop 1 to Stop 2, then Stop 2 to Stop 3, and so on.

• If the stops aren’t in a logical geographic order, the lines will crisscross the map and look messy.

Step 3: Identify Out-of-Place Stops

• Look at the map to spot which stops are far away from others.

• These often have higher numbers (e.g., Stop 26).

• Find stops that are isolated or out of sequence based on location.

Step 4: Reorder the Stops

• Click and drag stops using the six-dot icon next to each one.

• Move geographically distant stops down to the bottom of the list.

• Continue rearranging stops so that they follow a logical path—such as west to east or in a loop.

Step 5: Save the Changes

• After reordering, click “Save” in the bottom left corner to apply the changes.

Step 6: Refresh the Map

• Refresh the page or view to allow the system to regenerate the lines.

• The updated route should now look cleaner and make more sense.

Step 7: Fine-Tune if Needed

• If lines still look tangled, review the stop order again.

• Try grouping nearby stops together and adjusting the flow based on geography.

• Keep adjusting until the pathing makes visual and logical sense.

Key Tip:

The lines on the map are completely based on the order of the stops—so think like a delivery driver or tour guide. Ask: “What’s the most logical route?” and arrange your stops accordingly.

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