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  • Get started - How to add your details!
    • Get started - add your details!
    • Platform Diagram
  • 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
    • 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
    • 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
        • 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
        • Duplicating an itinerary
      • 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 (including 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
      • Duplicating 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 (including 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
        • Duplicating an itinerary
      • What are the differences between a template itinerary, template card and template card group?
      • Create a 'trip brochure' on the trip Overview (including using overview blocks)
      • Moving the order of complete days on an itinerary
      • Delete all itinerary cards on one day
      • Delete a template itinerary
      • Duplicating 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
    • Duplicating an itinerary
    • Working with images
    • 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
  • 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
    • Set a 'task' for a traveller on the mobile app
    • Provide a 'list' for a traveller on the mobile app
  • TripMapper for Business →

Get started - How to add your details!

Articles in this collection

  • Get started - add your details!

    Welcome to TripMapper for Business! 👋Let's get you up and running! Below, we guide you through adding your information to the 'Settings' section of the platform.Next steps1. Personal profileWhen creating your new TripMapper for Business account, you...

  • Platform Diagram

    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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