Best practices, tips & inspiration
Dashboard
All Itineraries
Calendar Builder Itineraries
Guest Portals
Task Manager
Invoicing & Financials
General
Webinars
2025 Webinars
2023 Webinars
2022 Webinars
How do I use an Itinerary template?
Create an Itinerary from a template or merge/ combine an existing Itinerary into another one.

You can start a new Itinerary by selecting a template as your foundation, or insert one Itinerary into another.

 

Start Itinerary from a template

  1. Navigate to your Dashboard.
  2. Click the Create New button.
  3. Select Itinerary.
  4. Click the New from Template tab.
  5. Search for your template using the search bar, or select from the dropdown.
  6. Click Create.

 


Inserting a template in Classic Builder

  1. Enter the editor for the Itinerary.
  2. Navigate to the Details tab.
  3. Click the plus icon to add a new row.
  4. Click the middle cell and select Insert Itinerary from the dropdown.
  5. Search for and select the Itinerary template you want to use from the dropdown. Select what date you would like the template Itinerary to start on.
  6. Click Insert.

Classic builder insert itinerary template.gif


Inserting a template in Calendar Builder

  1. Enter the editor for the Itinerary.
  2. Navigate to the Details tab.
  3. Click the day on which you would like to start the Itinerary template.
    1. Or click the Add Event button and select Insert Itinerary from the dropdown.
  4. Search for and select the Itinerary template you want to use from the dropdown. Select what date you would like the template Itinerary to start on.
  5. Click Insert.

 

Insert Itinerary Template in Calendar Builder.gif

Keywords: Itinerary template, use itinerary template, creating itineraries from templates,

Did this answer your question?