Template itinerary
Articles in this collection
- 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 template itinerary
Template itineraries are itineraries you can create, duplicate and tailor for your clients. The primary purpose of template itineraries is to save you time!There are two ways to create a template itinerary:From scratch, via the 'Templates' section...
- 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...
- Add itinerary cards to template itineraries using card view
There are two layouts you can use to build and view your template itinerary:Card View, a kanban style layoutList View, a traditional list layoutTo add itinerary cards to a template itinerary using card view, follow the steps below.Click ‘Card View’...
- Add itinerary cards to template itineraries using list view
There are two layouts you can use to build and view your template itinerary:Card View, a kanban style layoutList View, a traditional list layoutTo add itinerary cards to a template itinerary using list view, follow the steps below.Click ‘List View’...
- Create a proposal from a template itinerary
To create a proposal from one of your template itineraries, follow the steps below:Go into the ‘Trips’ section.Click the ‘+ New Proposal’ button.3. Click the ‘From Template' tab.Select the relevant template from the drop-down menu. Once selected,...
- Download a PDF template itinerary
Go to ‘Templates’.In the 'Itinerary' tab select the relevant template itinerary.Click 'List View.'Download the template itinerary in PDF by clicking ‘Download Itinerary’.
- Delete a template itinerary
Go to your ‘Templates’.In the 'Itinerary' tab select the relevant template itinerary.Click ‘Edit Template’ in the top right-hand of the screen.Click the red trash can icon to delete the template itinerary.Please note that once a template itinerary...
- Why are you unable to add more template itineraries?
It is likely to be because you have hit your maximum quota according to your subscription.To check your usage, click your avatar, click ‘Settings’ and then click the ‘Billing’ tab.Add more template itinerariesDelete template itineraries you no...
- Tips for laying out your travel brochure on the Overview
TripMapper 'Travel Brochures' are the perfect tool to give your clients the 'wow factor' when sharing a proposal. With many different layouts to choose from, you can customise the travel brochure to best suit your needs and the stage of the process,...
- Add tags to template itineraries
Adding tags to template itineraries makes it easy to search and find what you are looking for!Adding tags to template itinerariesClick the applicable template itinerary.Click the 'General Settings' tab.In the 'Tags' field type the tag you wish to...
- 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...