Templates are used to save a group of bookings together.

**If you are looking to save content and text based entries for easy re-use in a trip, please see our section on Documents here.


When working with Templates you can:

A. Convert a trip into a template

B. Build a template from scratch


Read about how to add from a template into a trip here.


A. Convert a trip into a template


You can convert a trip into a template in order to copy select bookings from your original itinerary to another one which may have similar components. 

1. Go to Step 1:Trip Information in the trip you wish to convert into a template

2. Click on the Manage Trip drop-down menu and select Convert to a Template



3. Name the template and click Convert



4. Manage the privacy setting for this template by selecting either Private or Public. Selecting Private will make the template visible to only you. By selecting public, the other advisors under your company will be able to see and use the template.



B. Build a template from scratch

1. From the Templates tab, select New Trip Template
2. Enter the Template Name, select a Sharing/Privacy setting, enter a Duration and click Save


3. From Step 2: Bookings, select the category of bookings you want to add to a template and fill in all appropriate fields