Workspace Settings
Configure your workspace's currency, language, branding, deposit rules, participant defaults, invoice details, gift certificate options, and import settings.
Workspace settings define the core configuration for your agency -- the currency you operate in, the language your team works in, and how your workspace appears to customers. You also configure deposit rules, deposit due dates, participant defaults, invoice details, gift certificate behavior, import settings, and subscription limits here.
Base Settings
| Setting | Description |
|---|---|
| Currency | The currency used across your workspace (ISK, EUR, GBP, USD). All pricing, invoices, and financial calculations use this currency. Changing it affects the entire workspace. |
| Language | The default language for your workspace (Icelandic or English). Controls the language of the admin interface and generated documents. |
| Timezone | The timezone for your workspace. Controls how dates and times are displayed in the admin interface, reports, and customer-facing communications. |
| Public Display Name | The name shown to customers in the booking portal and emails |
| Public Email | The email address visible to customers (e.g., on invoices and in the booking portal) |
| Notification Email | The internal email address that receives workspace notifications (e.g., new bookings, payment confirmations) |
Workspace Logo
Upload your agency's logo to display in the customer booking portal and on invoices. Supported formats include PNG, JPEG, WebP, and GIF. You can replace or delete the logo at any time from the workspace settings page.
Booking Process
These settings control the customer-facing booking experience in the public portal. You can manage them from Settings > Workspace > Booking Process.
| Setting | Description |
|---|---|
| Google Tag Manager ID | Your GTM container ID (e.g., GTM-XXXXXXX) for tracking customer activity in the public booking portal. See Google Tag Manager integration below. |
| Allow Deposit | When enabled, customers can pay a deposit instead of the full amount upfront |
Google Tag Manager Integration
You can connect your Google Tag Manager (GTM) container to your public booking portal to track customer activity -- page views, conversions, ad performance, and anything else you configure in GTM.
Enter your GTM container ID (it looks like GTM-XXXXXXX) in the Google Tag Manager ID field under Booking Process settings. Once saved, the GTM script automatically loads on every page of your customer-facing portal, including trip pages, order pages, registration forms, group booking pages, and gift certificate pages.
From your GTM dashboard you can then add any tags you need -- Google Analytics, Meta Pixel, conversion tracking, remarketing, and so on -- without making changes in Itsy. All tag management happens inside Google Tag Manager.
To stop tracking, clear the GTM container ID field and save. New page loads stop loading the GTM script, though the change can take a short while to propagate because the portal caches the container lookup. Pages that a visitor already has open keep firing tags until they reload. Clearing the ID does not remove cookies or delete data that GTM or its tags have already collected -- manage that from your Google Tag Manager and connected tool dashboards.
Deposit Settings
When you enable deposits, additional fields appear:
| Setting | Description |
|---|---|
| Amount | The deposit value to collect from customers |
| Calculation Type | How the deposit is calculated: Per Participant (the deposit amount is multiplied by the number of travelers) or Per Order (a flat deposit amount regardless of group size) |
| Deposit Due Day Count | How many days after the order is created the customer has to pay the deposit. For example, setting this to 3 means the deposit is due within 3 days of placing the order. Leave empty for no deadline. See Deposit Due Date below. |
| Deposit Day Count | Number of days before departure by which the deposit must be paid. If the trip departs within this window, deposits are no longer offered and the full amount is required. |
| Final Payment Day Count | Number of days before departure when the remaining balance is due. Customers who paid a deposit receive a reminder to pay the rest by this deadline. |
Individual trips can override the workspace deposit amount, deposit day count, and deposit due day count. When a trip has overrides, those values take precedence over the workspace defaults for bookings on that trip.
Deposit Due Date
The deposit due date is an independent deadline that tells customers when their deposit payment must be received. It works on a cascading system:
- Workspace default -- You set a default day count here in workspace settings. This is the number of days after an order is created by which the deposit must be paid.
- Trip override -- Any trip can override the workspace default with its own day count. When set, the trip's value is used instead of the workspace default for orders on that trip.
- Order deadline -- When a customer places an order, the system calculates a concrete due date based on the effective day count (trip override if set, otherwise workspace default) and stamps it on the order. From that point, the due date belongs to the order and your team can edit it if needed.
If neither the workspace nor the trip sets a day count, no deposit due date is applied and deposits have no deadline. The deposit due date is separate from the deposit day count and final payment day count -- it controls when the initial deposit is owed, not how close to departure a deposit is allowed or when the remaining balance comes due.
Customers see the deposit due date on their order confirmation and payment pages.
Participant Defaults
Participant defaults control how the booking form is pre-populated when a customer starts a new booking. You set the workspace-wide defaults here, and individual trips can inherit or override them.
Adults are always shown on the booking form. You configure:
| Setting | Description |
|---|---|
| Starting count | The number of adults pre-selected when the form opens (e.g., 2) |
| Maximum count | The highest number of adults a customer can select per booking |
The starting count cannot exceed the maximum. If you leave these unset, the system uses its built-in baseline.
Children and Infants each have three modes:
- Default -- Uses the built-in system baseline (visible, with a standard maximum per booking).
- Configure -- You choose a starting count and maximum count, just like adults. The starting count is pre-filled on the form and the maximum limits how many the customer can add.
- Hide -- Removes that participant type from the booking form entirely. Customers will not see the option to add children or infants.
When you hide children or infants, any counts for that type are cleared automatically.
Each trip can inherit these workspace defaults or set its own participant counts. This lets you run a workspace where most trips use the same setup, while specific trips (such as adults-only tours) can hide children and infants independently.
Invoice Settings
Configure how invoices are generated and what business details appear on them.
| Setting | Description |
|---|---|
| Show Bookings and Changes | When enabled, invoices include a breakdown of individual bookings and any changes |
| Invoice Company Name | Your official company name as it appears on invoices |
| Invoice Unique ID | Your company's tax or registration number |
| Invoice Address | Street address for invoice header |
| Invoice Zip Code | Postal code |
| Invoice City | City |
| Invoice Country | Country |
| Invoice Footer Text | Custom text rendered at the bottom of the invoice PDF (e.g., bank details, terms of service, or legal notices). Line breaks are preserved. |
| Fiscal Year Start Month | The month your fiscal year begins (1-12). Used for invoice numbering sequences. |
| Fiscal Year Start Day | The day of the month your fiscal year begins (1-31) |
Invoice and Receipt Numbering
Itsy maintains separate, gapless numbering sequences for invoices and receipts. Each sequence is scoped to your fiscal year, so numbers reset when a new fiscal year starts (based on the fiscal year start month and day you configure above). Invoice and receipt numbers never overlap -- they are completely independent sequences, which is a legal requirement in some jurisdictions.
The sequences are managed automatically. Each new invoice or receipt receives the next number in its respective sequence for the current fiscal year.
Gift Certificates
These settings control the defaults for gift certificates purchased through the customer portal.
| Setting | Description |
|---|---|
| Payment Method | Which payment method is used when customers purchase gift certificates online |
| Expiry Days | Number of days after purchase until a gift certificate expires |
| Portal Enabled | Whether customers can purchase gift certificates through the public portal. When disabled, gift certificates can still be created manually by your team. |
| Minimum Amount | The lowest amount a customer can purchase as a gift certificate |
| Maximum Amount | The highest amount a customer can purchase as a gift certificate |
Import Settings
If your workspace uses the Amadeus integration, you can configure the default supplier for imported airline tickets.
| Setting | Description |
|---|---|
| Default Amadeus Supplier | The supplier automatically assigned to airline tickets imported from Amadeus GDS. Select from your existing suppliers. |
Optional Features
Your workspace can enable optional feature flags that unlock additional capabilities. These are controlled by your subscription plan and activated by support.
| Feature | What it enables |
|---|---|
| Amadeus | Import and manage airline tickets from Amadeus GDS. Adds the Amadeus section to Inventory. |
| API | Access the Workspace API for external integrations and partner booking engines. Requires creating API keys. |
| Dynamic Trips | Allow customers to choose flexible travel dates based on availability instead of fixed departures. |
| Groups | Enable group bookings to coordinate related orders, group payments, and group messaging. |
| Proposals | Enable creation and management of customer proposals and quotes before converting them into confirmed orders. |
| Rates | Advanced rate management with configurable rate categories and values for complex pricing scenarios. |
| Reporting | Access to custom general reports with configurable parameters and SQL-based data sources. |
| Segments | Enable customer segments to control product visibility, pricing, and communications by audience. |
| Universal Inventory | Enable the centralized Inventory system for managing products independently of trips. |
When a feature is disabled, its related sections are hidden from the sidebar and unavailable to your team.
Subscription Limits
Your subscription plan sets limits on workspace usage. These limits reset based on your billing cycle.
| Plan | Order Limit | Email Limit |
|---|---|---|
| Free | 5 orders | 25 emails |
| Core | 150 orders | 750 emails |
| Pro | 350 orders | 1,750 emails |
| Scale | 600 orders | 3,000 emails |
| Elite | Unlimited | Unlimited |
The email limit equals five times the order limit. When you reach your order or email limit, you need to upgrade your plan to continue creating orders or sending emails. See Billing for plan management.
How It Connects
- Billing -- Your subscription plan determines which features are available and the order/email limits for your workspace.
- Email -- The public email and display name set here are used as defaults for outgoing emails.
- Data > Gift Certificates -- Gift certificate settings here control the default expiry, payment method, and portal availability for new certificates.
- Orders -- Deposit settings affect how customers pay for bookings. The deposit amounts and deposit due date flow through to the order payment workflow.
- Trips -- Individual trips can override workspace-level deposit settings, deposit due day counts, and participant defaults.
- Workspace API -- Deposit settings are included in availability check responses so external booking engines can display accurate payment options.
- Inventory > Amadeus -- The default Amadeus supplier set here is assigned to imported airline tickets automatically.