Why Do You Need Itinerary Templates?
Itinerary templates will really come in handy if you use a circuit a lot such as Cape Town, Winelands and Kruger. You might then want to create a template and going forward, all you would have to do is simply reuse that template, update the start date or switch out a property here and there.
It’s also handy if you want to create a template that will automatically have your Terms and Conditions or About Us pages automatically included.
Or perhaps if you want to update any of the text on the cover, for example safari overview instead of travel brief and inclusions and exclusions instead of costs.
How to save an itinerary as an Itinerary Template
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Navigate to the itinerary that you would like to make an itinerary template
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Click on the Save button
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From the dropdown, select Save as Itinerary Template
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Your itinerary has now been saved to the Content Library as an Itinerary Template.
🚀Pro tip: You can modify or delete your Itinerary Template from the Content Library; and you can also Share it from the Content Library from the three dots.
How To Use Your New Itinerary Template:
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Head to the Itinerary Dashboard
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Click on the Create New Itinerary button
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Next, select the New from Template tab
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Now, use the search bar find and select the sample itinerary you just created
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Select Next.
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Your new itinerary using your saved itinerary template has been created!