What are the differences between a template itinerary, template card and template card group?

There are three types of templates:

  • template itineraries

  • template cards

  • template groups

The primary purpose of template itineraries and template cards is to save you time!

1. Template itineraries

Template itineraries are itineraries you can create, copy and then tailor for your clients.

Template itineraries are created and organised in the Templates section under the 'Itineraries' tab.

2. Template cards

What is a card?

A card is an item on the template or trip itinerary. There are five card categories:

  • Travel

  • Accommodation

  • Activity

  • Food

  • Other

What is a template card?

Template cards are cards which you create, copy and add to itineraries.

Template cards are created and organised in the Templates section under the 'Cards' tab.

3. Template card group

If you wish to create a day consisting of multiple template cards, you can create a template card group. The template card group can be copied and added to itineraries.

Template card groups are created and organised in the Templates section under the 'Card Groups' tab.

Please note that if you edit a template itinerary, template card or template card group that you've copied to an itinerary, those edits will not be replicated in the template itinerary, card or card group within the template database.

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