'Proposals' and 'Upcoming Trip' itineraries

‘Proposals’ are proposed itineraries which have not yet been approved by your client.'Proposals' are found in the 'Trips' section under the 'Proposals' tab.'Proposals' which have been approved by your client are then regarded as ‘Upcoming’...

TripMapper 'Trip Brochures' are the perfect tool to give your clients the 'wow factor'. With many different layouts to choose from, you can customise the trip brochure to best suit your needs and the stage of the process, whether proposal or...

There are two ways to delete a proposal.Once a proposal has been deleted, it is permanent.Option 1:Go to the 'Trips' section of your account and in the 'Proposal' tab select the applicable proposal you wish to delete.Click ‘Manage’ at the top of the...

If you have approved a proposal on a client's behalf and wish to provide the client with a link to the proposal:In the 'Manage' section of the applicable (now) 'Upcoming' trip, click 'Share Trip.'In the 'Share Links' section, click the '>' icon next...

If you want to share a link with the most recent edits to the 'Upcoming' trip with your client, a new share link will need to be created. To share a new link:In the 'Manage' section of the applicable (now) 'Upcoming' trip and click 'Share Trip.'In...

To swap or move the order of complete days on an itinerary:Select the applicable trip.Go to 'Card View'.Hover over the top of the applicable column until the drag icon is highlighted and drag the column to the desired location. 

To delete all itinerary cards on one day of an itinerary, follow the steps below:Select the applicable trip.Go to 'Card View'.Click the vertical three dots menu icon on the applicable day and then click delete all cards.

Before sending a proposal link to your clientBefore sending a proposal link to your client for review and approval, you have two options as to what your client can see after approving the link.Option 1 (the default):The default is the client will no...

For sharing upcoming trip itineraries with your clients (after the proposal has been approved), we have the option to share the upcoming trip itinerary as either a simple link or by accessing the app. Why?For clients who are familiar with using...

To delete an upcoming trip follow the steps below.Once an upcoming trip has been deleted, it is permanent.Go to the 'Trips' section of your account and in the 'Upcoming' tab select the applicable upcoming trip you wish to delete.Click ‘Manage’ at...

To duplicate a card in a template, proposal or upcoming trip, follow the steps below:Select the applicable template, proposal or upcoming trip.Locate and click the card you wish to duplicate (in either 'Card View' or 'List View').Click the three...

Duplicating a 'Template' ItineraryTo duplicate a template itinerary follow the steps below:In the 'Templates' section, click '...' next to the applicable template itinerary.Click 'Duplicate.'Once the template itinerary has been duplicated you can...