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  • Home
  • Get started - How to add your details!
    • Get started - add your details!
    • Summary of the key components of TripMapper
  • Account settings
    • Business settings
      • Add or edit your company details
      • Add or edit your company logo and colours
      • Add your company terms and conditions
      • What do proposals and the upcoming itinerary on the app look like after adding company branding?
      • Choose bold or subtle card colours on 'Card View' layout
    • Personal (agent) settings
      • Edit your personal profile
      • Change your password
      • Set up Two-Factor Authentication
    • Communication Settings
      • Share Link Defaults
      • Set a unified 'From' name and 'Reply to' email for all emails
    • Finance settings
      • Set or change your default sales tax
      • Create a fixed currency conversion
      • Apply default additional charges (eg. administration fees) across itineraries
      • Create a commission partner
      • Set your preferred spread calculation (markup or margin)
      • Add a optional charge (eg. an optional flight) to an itinerary
    • Team
      • Add team members to your account
      • User permissions
      • Resend or revoke a pending invitation to a team member
      • Remove users from your account
      • Remove a team Member's access to seeing client prices and company mark-up/ margin
      • Adding teams
      • Allocate a team to an itinerary, template or supplier
      • Remove a user from a team
    • TripMapper Contact and Policy Info
      • Contact TripMapper
      • TripMapper for Business Terms of Service and Support Policy
    • Your subscription
      • Cancel subscription
      • Check subscription usage
      • Change your subscription
  • Creating itineraries
    • Card Statuses
      • Card Statuses
      • Showing an itinerary card's status to your client
      • Linking supplier bookings to card status
    • Fixed Departure Trips
      • What are fixed departure trips?
      • Creating the fixed departure master itinerary
      • Creating a fixed departure child itinerary
      • Working with cards in a child itinerary
      • Managing child itineraries
    • 'Proposals' and 'Upcoming Trip' itineraries
      • Client proposals
        • Create a proposal from a template itinerary
        • Create a proposal from scratch
        • Adding itinerary cards to proposals using card view
        • Adding itinerary cards to proposals using list view
        • Set default email for proposals
        • Send a ‘proposal’ to a client
        • When you share a proposal with a client what do they see?
        • Does your client need a TripMapper account in order to view a ‘proposal’?
        • Can your client edit the proposal you share with them?
        • Delete a proposal
        • Difference between 'Proposals' and 'Upcoming' trips
        • Create a proposal from a PDF or URL
        • Tips for laying out your travel brochure on the Overview
        • Restore a declined proposal
        • Reducing the duration of a proposal
        • Obtain client feedback on proposal itinerary items
        • Duplicate an itinerary
        • The itinerary has changed since the client approved the proposal. Can I still see what they initially approved?
      • Upcoming trips (approved proposals)
        • Invite your client into the ‘Upcoming' itinerary so they can view it on the TripMapper web and mobile app
        • Difference between giving your clients 'Viewer' or 'Editor' permission when you invite them in
        • Does my client need a TripMapper account in order to view an ‘approved itinerary’?
        • Can your client edit an 'Upcoming' itinerary once you've invited them in?
        • The TripMapper app - what your clients see
        • Locking and unlocking itinerary cards
        • Difference between 'Proposals' and 'Upcoming' trips
        • Delete an upcoming trip
      • Difference between 'Proposals' and 'Upcoming' trips
      • Create a 'trip brochure' on the trip Overview using Overview Blocks
      • Delete a proposal
      • Approving a proposal on a client's behalf and sharing links
      • Sharing a link which shows the most recent edits to the 'Upcoming' trip
      • Moving the order of complete days on an itinerary
      • Delete all itinerary cards on one day
      • Sharing a proposal link with your client for their review and approval
      • For an upcoming trip (an approved proposal) should you share the upcoming trip via a new share link or the app?
      • Delete an upcoming trip
      • Duplicate an itinerary card
      • Duplicate an itinerary
    • 'Template' itineraries
      • Template documents
        • What are template documents and how do you create them?
        • Edit a template card in your template document database
        • Add a template document to the Overview of a template itinerary or a trip itinerary
        • Delete a template document in your template document database
        • What will happen if you make a change to the content within a 'Document' in the template database?
      • Template card
        • What are the differences between a template itinerary, template card and template card group?
        • Create a template card
        • Edit a template card in your template card database
        • Add a template card to a template itinerary or trip itinerary
        • Delete a template card in your template card database
      • Template card group
        • What are the differences between a template itinerary, template card and template card group?
        • Create a template card group
        • Edit a template card group in your template card group database
        • Add a template card group to a template itinerary or trip itinerary
        • Delete a template card group in your template card group database
      • Template itinerary
        • What are the differences between a template itinerary, template card and template card group?
        • Create a template itinerary
        • Create a 'trip brochure' on the trip Overview using Overview Blocks
        • Add itinerary cards to template itineraries using card view
        • Add itinerary cards to template itineraries using list view
        • Create a proposal from a template itinerary
        • Download a PDF template itinerary
        • Delete a template itinerary
        • Why are you unable to add more template itineraries?
        • Tips for laying out your travel brochure on the Overview
        • Add tags to template itineraries
        • Delete a template itinerary
        • Duplicate an itinerary
      • What are the differences between a template itinerary, template card and template card group?
      • Create a 'trip brochure' on the trip Overview using Overview Blocks
      • Moving the order of complete days on an itinerary
      • Delete all itinerary cards on one day
      • Delete a template itinerary
      • Duplicate an itinerary
    • Change the 'Trips' section layout
    • How do you use the launcher?
    • Add an image to a card in Card View and List View
    • Attach files and booking confirmations to itineraries
    • Download a PDF version of an itinerary
    • Add a flight card to an upcoming itinerary
    • Remove the 'Trip Ideas' column in the card view layout of the itinerary
    • Change agent contact details on PDF itinerary
    • 'Hide' days with no cards on proposal list view, proposal card view and the PDF itinerary
    • Edit the day heading labels
    • Duplicate an itinerary
    • Image Sizes
    • Reduce the duration of an itinerary
    • Setting time alerts for the commencement of itinerary items
    • Importing Itineraries
    • Adding meal inclusions
    • Moving the order of complete days on an itinerary
    • Delete all itinerary cards on one day
    • Sharing a proposal link with your client for their review and approval
    • Adding custom fields to itinerary cards
    • Assigning travellers to itinerary cards
    • Adding tappable telephone numbers to itinerary card notes
    • Change the itinerary banner image
    • Change trip dates or trip duration
    • Create an itinerary by describing it
  • Supplier database
    • Supplier Data Imports
      • Importing Suppliers
      • Importing Products
      • Importing Prices
    • Add a supplier to the supplier database
    • Add supplier products to a template itinerary or trip itinerary
    • Add a supplier product to a supplier
    • Delete a supplier product linked to a supplier
    • Delete a supplier in the database
    • Edit supplier details in the supplier database
    • Edit a supplier product in the database
    • Why use the supplier database?
    • Adding general internal notes to a supplier
    • Add tags to suppliers and supplier products
    • Is adding supplier products to the supplier database different from creating template cards?
    • What happens if you make changes to costs in the supplier database?
    • What happens if you make a change to a supplier description or a supplier product description?
    • What is the supplier booking tracker and how does it work?
    • Accommodation suppliers and supplier products
    • Add a supplier's payment terms
    • Add a supplier's terms and conditions
    • Download a supplier payment report
    • Add custom data fields to a supplier products
  • Supplier tracker
    • What is the supplier booking tracker and how does it work?
  • Client database
    • Add a new client
    • Edit client details
    • Add custom fields to your client database
  • Itinerary cost management
    • Extras
      • Adding 'extra' itinerary items to an Upcoming itinerary
    • Invoices
      • Add or edit bank details on your invoices
      • Set up a payment schedule for your clients
      • Marking a payment instalment as paid if not using Stripe or using a combination of payment methods
      • Send an invoice to your client (for a fixed price trip- not itemised)
      • Send an invoice to your client (where prices have been added to individual itinerary cards)
    • Add costs to itinerary
      • Add costs to your proposals and approved itineraries
      • Will your client see the business costs you add to individual cards on a ‘proposal’ or approved 'upcoming' itinerary?
      • Add individual costs to each of your itinerary cards
      • Add a fixed price to your itinerary
      • What is an additional charge and how do you add them to itineraries?
      • Apply default additional charges (eg. administration fees) across itineraries
      • How to add commission partners to your itineraries
      • What happens if you make changes to costs directly on a specific proposal or specific upcoming trip?
      • What happens if you make changes to costs within a template itinerary?
      • What happens if you make changes to a costs of a template card in the template card database?
      • Adding a selectable option to a proposal
      • Adding Margin to a Fixed Price Trip
      • Examples of additional charges
      • Hide a price from your client
    • Exporting reports
  • Integrations
    • Zapier
      • Mailchimp
        • New Client synced to Mailchimp as a new Subscriber
      • Quickbase
        • New Quickbase Record to TripMapper Trip
      • Airtable
        • Sync your brands to Airtable
      • Zapier Integration
      • Zapier Tables for mapping data
      • Triggers and Actions
    • Stripe - online payment
      • Set up Stripe integration
      • Requesting clients to pay online by Stripe
      • TripMapper Application Fees with Stripe
  • Client vault
    • Obtaining client information using the client vault
  • Messaging
    • How to message travellers on an 'upcoming' trip
    • How to bulk message travellers on a 'fixed departure' upcoming trip
  • Your business partners
    • Adding your business partners' branding in your settings
    • Edit your business partners' branding
    • Create default email proposals from your business partner brands
    • Allocate your business partner's branding to a template itinerary, trip itinerary and PDF itinerary
    • Example: Applying business partner branding
  • Client app
    • The TripMapper app - what your clients see
    • Client user guide
  • Export reports
    • Exporting reports
  • Website itinerary embeds
    • Create a Showcase page for your template itineraries
    • Add template itineraries to Showcase
    • Adding your template itinerary to your website
  • Lists and Tasks
    • Create a 'list' for a traveller on the app
    • Creating tasks
  • Dashboard
    • What is the Dashboard?
    • Forward email booking confirmations
  • Forms
    • Embedding a form on your website
    • Deleting a form
  • Print a PDF version of an itinerary
  • TripMapper for Business →

Get started - How to add your details!

Articles in this collection

  • Get started - add your details!

    Set up your TripMapper for Business account: complete profiles, add team members, configure finance & messaging, and create stunning travel itineraries.

  • Summary of the key components of TripMapper

    This diagram explains the key components of TripMapper for Business software - travel software that brings itinerary building, cost management, invoicing, payments and a traveller app into one cutting-edge solution.

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