There are multiple ways of sharing an Itinerary or Lookbook template. Select the method based on your needs.

Share A View-only Link

You can share a view-only proposal link to a template from your Content Library. However, keep in mind that sharing templates this way has limitations: you won't be able to track client views, and the templates won't sync with the Travel Portal app.

1. From your Content Library, open the Templates tab.
2. Choose the template type (e.g., Itinerary or Lookbook)
3. Click Share.
4. 1. This will copy a shareable proposal link to your clipboard.

Create A New Proposal From The Template

This option lets you share an editable and trackable version of a proposal in a new file on your Dashboard. Use it if you want to share this template or sample itinerary for a specific inquiry, you want to track client views, or you want the template to sync with a client's app.

Step-By-Step Instructions

1. Create a proposal using the template.
2. 1. Follow instructions to create an Itinerary from a template.
   2. Follow instructions to create a Lookbook from a template.
3. Share that proposal with the intended recipient like a normal Lookbook or Itinerary.
4. 1. To use the template, the recipient would have to save the Itinerary as a new Itinerary template or a new Lookbook template.
      
      Keywords: Lookbook template, itinerary template, share a lookbook template, share an itinerary template.