What are fixed departure trips?

Fixed Departure Trips are designed for tour operators and travel businesses that run the same trip on a set date — such as a group tour or scheduled departure — and need to manage multiple individual travellers or bookings within it.

How it works

A Fixed Departure Trip is built around a master itinerary. The master itinerary defines the trip — its itinerary cards, overview content, files/attachments, costs, and tasks. From the master itinerary, you create any number of child itineraries, one per client or booking.

Child itineraries automatically inherit everything from the master itinerary. When you make a change to the master itinerary, those changes cascade down to all linked child itineraries automatically. This means you only need to update the trip content in one place, regardless of how many individual bookings you have.

Master and child itineraries

Master itinerary

Child itinerary

Defines the trip content

Receives changes from the master

Has its own client

Can have client-specific files and notes

Can have cards disconnected from the master

When to use Fixed Departure Trips

Use Fixed Departure Trips when:

  • You are running a set-date group trip with multiple individual bookings

  • The itinerary is the same (or largely the same) for all travellers

  • You want to manage proposals, payments and communications across the group from one place

If you are creating a bespoke itinerary tailored to a specific client, use a standard proposal instead. See Difference between 'Proposals' and 'Upcoming' trips.

The workflow at a glance

  1. Create the master itinerary either from a template itinerary or from scratch.

  2. You can set your costs (including markup/margin), additional charge groups and tasks on the master itinerary.

  3. Once the fixed departure master itinerary has been created, create a child itinerary for each client or booking.

  4. If required, tailor the child itineraries, with the option of 'disconnecting' itinerary cards from the master itinerary.

  5. Send the client their proposal link for review and approval (you can approve the proposal their behalf if preferred)

  6. Once the proposal has been approved and is an upcoming trip, you can:

  • set payment instalments

  • send invoices and take online payment via Stripe

  • make itinerary updates

  • invite clients to the app (in-app messaging included)

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