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How to build and use itinerary templates

Save time by grouping your most-used activity blocks into a reusable itinerary template - build it once in your Library and apply it to any trip in a single click.

Written by Angie Pili

Overview

Itinerary templates let you group multiple activity blocks together so you can add them to a trip all at once. Instead of dragging individual activity blocks one by one every time you build a similar trip, you create a template once and reuse it.

Think of an itinerary template as a package of activity blocks that you pull into a trip with a single action.

Before you start

Build your individual activity blocks first. Each activity block lives in your Library under Activities. You can always pull a single activity block into any trip on its own. Itinerary templates are for when you have a group of blocks you use together repeatedly.

Step 1: Create a new itinerary template

  1. Go to your Library.

  2. Select Itineraries.

  3. Click Create New.

  4. Give your template a title.

  5. Optionally add an overview description and a cover image. These will carry over when you apply the template to a trip.

Step 2: Add activity blocks to your template

  1. In your new itinerary template, go to the itinerary editor.

  2. On the right side, you will see Library Items. These are the activity blocks and other items from your Library.

  3. Drag an activity block from the library panel into the itinerary.

  4. Repeat for each block you want to include.

You can include activity blocks, info blocks, and any other block types that exist in your Library.

Step 3: Create a trip from your template

Once your itinerary template is ready:

  1. Go to your Library and select Itineraries.

  2. Find the template you want to use.

  3. Click the three dots next to the template and select Create Trip from Template.

  4. A new trip is created with all the blocks from your template already in place.

You can also apply an itinerary template to an existing trip from within the trip's itinerary editor.

Tips

  • Start with your most common trip types. Think about the 5 or 6 trip types you book most often and build templates for those first.

  • General info blocks go in both places. If you have a block for passport requirements or travel insurance, save it as an individual activity block (so you can use it as a one-off) and also include it in relevant itinerary templates.

  • You cannot drag an entire folder into a trip. Folders are for organizing your library. To add multiple blocks at once, use an itinerary template.

  • Itinerary templates include more than just blocks. The cover image and overview section are also part of the template, saving you additional setup time.

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