'Template' itineraries
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- What are the differences between a template itinerary, template card and template card group?
There are three types of templates:template itinerariestemplate cardstemplate groupsThe primary purpose of template itineraries and template cards is to save you time!1. Template itinerariesTemplate itineraries are itineraries you can create, copy...
- Create a 'trip brochure' on the trip Overview (including using overview blocks)
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...
- Moving the order of complete days on an itinerary
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.
- Delete all itinerary cards on one day
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.
- Delete a template itinerary
There are two ways to delete a template itinerary.Once a template itinerary has been deleted, it is permanent.Option 1:Go to the 'Template' section of your account and select the applicable template proposal you wish to delete.Click ‘Manage’ at the...
- Duplicating an itinerary
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...