General
- Lives in WorldVia PRO under Run tab.
- Is part of the CRM (Customer Resource Manager).
- Is available to all user permission roles.
- Web Proposal are connected to Trips
Education
- Passport Training
Common Questions
- What is included in the January 31, 2024 Trip update?
- The Trips update on January 31, 2024 included the new itinerary page in WorldVia PRO. On this page, you can build trips in a weekly or daily itinerary view. You can also add destination content blocks and text blocks to each day to better tell the story of the trip to your clients.
- The Trips update on January 31, 2024 included the new itinerary page in WorldVia PRO. On this page, you can build trips in a weekly or daily itinerary view. You can also add destination content blocks and text blocks to each day to better tell the story of the trip to your clients.
- How do I submit suggestions or improvements for WorldVia Products?
- We are continuously looking for ways we can improve our sites, tools, and user experience. If you have a suggestion on how we can improve, please fill out this form. Thank you in advance!
- What is the CRM?
- The WorldVia PRO CRM, or Customer Resource Manager, is a group of tools housed under the Run tab in the left side navigation. It includes a Contact manager, Company manager, Trip manager, Tasks, and notes.
- Will there be a cost for the CRM?
- No, the CRM is a business management tool included with your membership.
- Will the CRM ever cost more?
- Currently, the CRM is included in your membership fee. We have no plans of changing that at this time.
- Who owns the client data in the CRM?
- As the owner of your travel business, you own your client data.
- How do you use the data from the CRM?
- We use your data for analysis purposes, statistics, service improvement, in support of any potential corporate transactions, security, and more. Read our full Privacy Policy for more details.
How-To Guides
Manage Your Trip Board
- In the WorldVia PRO Customer Relationship Manager (CRM), your trip board is a quick view into your sales pipeline. It is also the main Trips page in your CRM. From here, you can create a new trip, edit an existing trip, or quickly view the status of each trip.
- You can sort trips by ascending or descending and filter trips by date range or linked contacts.
- The trip board automatically shows all 9 trip statuses in your sales pipeline:
- Proposal pending
- Proposal sent
- Proposal rejected
- Proposal approved
- Under deposit
- Final Paid
- Active (Departed)
- Returned
- Canceled
- To change the trip statuses that appear in your trip board, click the settings icon to manage view. Unselect the checkbox next to the stages you do not want to appear and click save. Note that you will not see any trips in the trip board moved to a hidden status.
- To move a trip from one stage to another, click on the trip card to go to the trip Overview page. Then click the dropdown list next to the Status field in the header. Click Save to update all changes.
- You can also archive a trip by clicking the trash icon in the bottom right corner of the trip card, then selecting archive.
How to archive a Trip
- You can archive a trip from the trip board by clicking the trash icon in the bottom right corner. You’ll see a dropdown option to archive the trip.
- You can access your archived trips by clicking the file box icon next to the settings wheel and trip search bar.
- In the archive popup, you can view all your archived trips, restore a trip by clicking on the refresh icon, or permanently delete a trip by clicking on the trash icon again.
- If you click to delete within a trip, it does permanently delete the trip.
How to create a new Trip
- To create a new trip, go to Run > Trips and click the Create trip button.
- This will open a popup to create a new trip. The Trip name and Primary contact fields are required to create a new trip.
- If you leave the Trip name field blank while you fill out the other fields, it will autogenerate a Trip name with the primary contact’s name, departure date, and destinations.
- You can select the Primary contact from your CRM list of contacts, or you can add a new contact by clicking the Create new contact button.
- The Departure month, Destinations, and Additional traveler’s fields are not required but are recommended.
- When you’re ready, click Create.
- Your new trip has been added to your Trips board under Proposal pending, the first stage in your sales pipeline.
- You can add more details and build a trip itinerary by clicking on your new trip card.
Trip Overview Page
- To navigate to a trip overview page, click on the trip card.
- The Overview page is the summary page for your trip.
- On the trip page, you can:
- Change trip status
- See when you created, and last updated the trip
- Delete the trip
- Edit the trip name
- Change the departure month
- Add or edit departure or return date
- Add or remove trip destinations
- Edit the primary contact
- Add or remove additional travelers
- Add trip occasion text
- Add or edit unspecified travelers
- Add or edit proposal text
- From this page, you can also navigate to other trip pages, including Components, Bundles, Tasks and Notes.
How to add or update unspecified travelers
What are unspecified travelers?
- Unspecified travelers fields in the WorldVia PRO CRM allow you to craft detailed trip itineraries even when you don’t know yet every traveler’s name. Unspecified travelers are temporary contact records that travel advisors can add to a trip without creating a contact record in their CRM. It is intended to be used in the beginning stages of preparing a trip itinerary when the travel advisor may not have the names of all of the travelers.
How to add Unspecified travelers to a trip.
- To add unspecified travelers to a trip, go to the Trip Overview page. Then enter the number of unspecified travelers you would like to add to the trip and click save.
- Example
- You will see the same number of new contacts named Unspecified traveler # as the number you entered in the Additional Travelers field.
- Example
- As you build the trip itinerary, you will be able to select or unselect unspecified travelers for each component option the same way you would select other additional travelers.
- Example
How to update an Unspecified traveler with a contact
- When you’re ready to update an unspecified traveler with a contact, go to the Trip Overview page.
- Then click Update unspecified traveler.
- This will open a pop up. Select the unspecified contact you would like to update, then select the contact you’d like to take the place of that unspecified contact.
- You can also create a new contact record by clicking + Create new contact.
- When you’re ready, click Update.
What are Trip components and options?
- Trip components are the travel elements you can add to your trip. In the WorldVia PRO Itinerary Builder, there are 11 component types:
- Tour
- Cruise
- Air
- Hotel
- Insurance
- Car
- Transfer
- Activity
- Rail
- Fee
- Quick Item
- Options are the individual elements that you have added to your trip. Each component type could have several different component options. For example, you could have 3 different options under your Air component type in one trip.
How to add a tour component option.
- To add a tour component, navigate to the Components page inside your trip. Then click the + button next to Tour.
- This will open a popup to add a tour option.
- The only field required to add a tour option to your trip is Tour supplier. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Tour supplier
- This field is required. You can choose from a list of Travel Quest Network tour suppliers or type in a new supplier.
- Pick up location
- Enter the address of the pick up location.
- End different location
- When selected, this field indicates that the drop off location is different than the pick up location. When selected, it will add a field for the drop off location address.
- Tour name
- A field for the tour name.
- Destinations
- A field where you can select from existing destinations or type in your own destinations.
- Pick up / Drop off date and time
- Fields for you to enter the pick up and drop off dates and times. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- Price includes flights
- When selected, this field indicates that flights are included in this option. It will open flight option fields. For more information, see How to add an air component.
- Total price for all travelers
- A field for the total option price.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Tour description
- A text field where you can add a description of the tour for your clients.
- Tour terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
How to add a cruise component option.
- To add a cruise component, navigate to the Components page inside your trip. Then click the + button next to Cruise.
- This will open a popup to add a cruise option.
- The only fields required to add a cruise option to your trip is Cruise line and Ship name. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Cruise line*
- This field is required. You can choose from a list of Travel Quest Network cruise suppliers or type in a new supplier. This field is required.
- Ship*
- This field is required. Choose the ship name from the dropdown list or type in a ship name.
- Itinerary name
- Enter the cruise itinerary name.
- Embark
- Select Embark date.
- Disembark date
- Select Disembark date.
- Embarkation port
- Enter embarkation port address.
- Disembarkation port
- Enter disembarkation port address.
- Ports of call
- A field where you can select from existing destinations or type in your own destinations.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Price includes flights
- When selected, this field indicates that flights are included in this option. It will open flight option fields. For more information, see How to add an air component.
- Total price
- A field for the total option price.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #.
- Cabin Fields
- Travelers
- All travelers added to your trip are automatically included in a component option and in all Cabins. Click the dropdown arrow next to Cabin travelers to see which travelers are included in the cabin.
- You can choose to remove travelers from a cabin by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Cabin category name
- Enter the cabin category name.
- Cabin category code
- Enter the cabin category code.
- Deck
- Enter the deck number.
- Cabin number
- Enter the cabin number.
- Cabin price
- Enter the cabin price.
- Dining time
- Select dining time.
- Dining table size
- Select dining table size.
- Travelers (locked)
- This field is connected to the traveler dropdown field next to Cabin. It displays how many travelers are included in the cabin.
- Cabin description
- A text field where you can add a description of the cruise cabin for your clients.
- Travelers
- +Add Another Cabin
- Click to add another cabin.
- Cruise description
- A text field where you can add a description of the cruise for your clients.
- Cruise terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Includes Insurance
- When you’re ready, click Create to save the component option.
How to add an air component option.
- To add an air component, navigate to the Components page inside your trip. Then click the + button next to Air.
- This will open a popup to add an Air option. There are three Flight options you can choose: Round trip (default choice), One way, and Multi-way. Each flight type has different fields, outlined below.
Round Trip Flight Type
- Round trip fields can also be added to Tour and Cruise component types by clicking the Includes flights toggle.
- Round trip flight types have no required fields. However, there are many fields you could choose to include:
- Preferences
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Flight type
- Round Trip
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price for all travelers
- A field for the total option price.
- GDS locator
- Enter the GDS locator, also known as a confirmation number.
- Departure date
- Select departure date.
- Return date
- Select return date.
- From
- Enter the airport code or address for the departure airport.
- To
- Enter the airport code or address for the arrival airport.
- Outbound
- Airline
- Enter the outbound Airline supplier.
- Depart date + time
- Enter outbound flight departure date and time.
- Arrive date + time
- Enter outbound flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Outbound price
- Enter outbound price if you would like to display is separately from total round trip price.
- +Add connection
- Click to add a flight connection to the outbound flight.
- Airline
- Return
- Airline
- Enter the return Airline supplier.
- Depart date + time
- Enter return flight departure date and time.
- Arrive date + time
- Enter return flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Outbound price
- Enter return price if you would like to display is separately from total round trip price.
- +Add connection
- Click to add a flight connection to the return flight.
- Airline
- Flight terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Preferences
- When you’re ready, click Create to save the component option.
One Way Flight Type
- One way flight types have no required fields. However, there are many fields you could choose to include:
- Preferences
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Flight type
- One way
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price
- A field for the total option price.
- GDS locator
- Enter the GDS locator, also known as a confirmation number.
- Departure date
- Select departure date.
- Note: Return Date is greyed out for a one-way flight.
- From
- Enter the airport code or address for the departure airport.
- To
- Enter the airport code or address for the arrival airport.
- Outbound
- Airline
- Enter the outbound Airline supplier.
- Depart date + time
- Enter outbound flight departure date and time.
- Arrive date + time
- Enter outbound flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Outbound price
- Enter outbound price if you would like to display is separately from total round trip price.
- +Add connection
- Click to add a flight connection to the outbound flight.
- Airline
- Flight terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Preferences
- When you’re ready, click Create to save the component option.
Multi-way Flight Type
- By default, Multi-way flights has 2 flights listed, but you can add more. Each flight can also have connecting flights.
- Multi-way flight types have no required fields. However, there are many fields you could choose to include:
- Preferences
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Located next to Add flight option header, the Preferences text link will open a popup box displaying all tagged contacts’ flight preferences when clicked. Click on a traveler’s name to see their preferences.
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Flight type
- Multi-way
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price
- A field for the total option price.
- Flight Fields
- From
- Enter the airport code or address for the departure airport.
- To
- Enter the airport code or address for the arrival airport.
- Airline
- Enter the flight Airline supplier.
- Depart date + time
- Enter flight departure date and time.
- Arrive date + time
- Enter flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Flight price
- Enter the flight price if you would like to display is separately from total price.
- +Add connection
- Click to add a flight connection to the outbound flight.
- From
- +Add Flight
- Click to add another flight.
- Flight terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Preferences
- When you’re ready, click Create to save the component option.
Option Includes Flights
- Round trip flights can be added to Cruise and Tour component types by clicking the Includes flights toggle. Package flight fields include:
- Outbound
- From
- Enter the airport code or address for the departure airport.
- To
- Enter the airport code or address for the arrival airport.
- Airline
- Enter the outbound Airline supplier.
- Depart date + time
- Enter outbound flight departure date and time.
- Arrive date + time
- Enter outbound flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Outbound price
- Enter outbound price if you would like to display is separately from total component option price.
- +Add connection
- Click to add a flight connection to the outbound flight.
- From
- Return
- Airline
- Enter the return Airline supplier.
- Depart date + time
- Enter return flight departure date and time.
- Arrive date + time
- Enter return flight arrival date and time.
- Flight number
- Enter the flight number.
- Operated by
- If the flight is operated by another airline, enter the operated by airline’s name.
- Class
- Enter class.
- Airline Locator
- Enter the Airline locator, also known as a confirmation number.
- Seat Assignment
- Enter seat assignment(s).
- Outbound price
- Enter return price if you would like to display is separately from total component option price.
- +Add connection
- Click to add a flight connection to the return flight.
- Airline
- Flight terms & conditions
- A field where you can add the terms and conditions for this option.
- Outbound
How to add a hotel component option.
- To add a hotel component, navigate to the Components page inside your trip. Then click the + button next to Hotel.
- This will open a popup to add a hotel option.
- The only field required to add a hotel option to your trip is Hotel name. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Preferences
- Located next to Add hotel option header, the Preferences text link will open a popup box displaying all tagged contacts’ hotel preferences when clicked. Click on a traveler’s name to see their preferences.
- Located next to Add hotel option header, the Preferences text link will open a popup box displaying all tagged contacts’ hotel preferences when clicked. Click on a traveler’s name to see their preferences.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Hotel name
- This field is required. You can choose from a list of Travel Quest Network tour suppliers or type in a new supplier.
- Location
- Enter the hotel’s complete address or city
- Stars
- Enter the number of stars the hotel has.
- Total price for all travelers
- A field for the total option price.
- Check in
- Enter check in date.
- Check out
- Enter check out date.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Room Fields
- Travelers
- All travelers added to your trip are automatically included in a component option and in all rooms. Click the dropdown arrow next to Room travelers to see which travelers are included in the room.
- You can choose to remove travelers from a room by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Room category
- Enter the room category.
- Nightly rate
- Enter the nightly rate for that room if you’d like to display it to your clients separately from total price.
- Room price
- Enter the room price if you’d like to display it to your clients separately from total price.
- Travelers (locked)
- This field is connected to the traveler dropdown field next to Room. It displays how many travelers are included in the room.
- Room description
- A text field where you can add a description of the room for your clients.
- Travelers
- +Add Another Room
- Click to add another room.
- Hotel description
- A text field where you can add a description of the hotel for your clients.
- Hotel terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Preferences
- When you’re ready, click Create to save the component option.
How to add an insurance component option.
- To add an insurance component, navigate to the Components page inside your trip. Then click the + button next to Insurance.
- This will open a popup to add an insurance option.
- Insurance fields can also be added to all other component types except Fee by clicking the Includes insurance toggle.
- The only field required to add an insurance option is Insurance supplier. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. It is automatically selected and locked for this component type.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Insurance supplier
- This field is required. You can choose from a list of Travel Quest Network insurance suppliers or type in a new supplier.
- Plan name
- A field for the plan name.
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Insurance price
- A field for the total option price.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Coverage description
- A text field where you can add a description of the insurance coverage for your clients.
- Insurance terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
Option Includes Insurance
- Insurance fields can be added to all other component types except Fee by clicking the Includes insurance toggle. Package insurance fields include:
- Plan name
- A field for the plan name.
- Confirmation #
- A field to add a confirmation number.
- Insurance price
- A field for the total option price.
- Coverage description
- A text field where you can add a description of the insurance coverage for your clients.
- Insurance terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Plan name
How to add an insurance component option.
- To add a car component, navigate to the Components page inside your trip. Then click the + button next to Car.
- This will open a popup to add a car option.
- The only field required to add a car option to your trip is Car supplier. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Preferences
- Located next to Add car option header, the Preferences text link will open a popup box displaying all tagged contacts’ car preferences when clicked. Click on a traveler’s name to see their preferences.
- Located next to Add car option header, the Preferences text link will open a popup box displaying all tagged contacts’ car preferences when clicked. Click on a traveler’s name to see their preferences.
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Car supplier
- This field is required. You can choose from a list of Travel Quest Network tour suppliers or type in a new supplier.
- Pick up location
- Enter the address of the pick up location.
- Dropoff to different location
- When selected, this field indicates that the drop off location is different than the pick up location. When selected, it will add a field for the drop off location address.
- Pick up date and time
- Fields for you to enter the pick up dates and times. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- Drop off date and time
- Fields for you to enter the drop off dates and times. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- Car category name
- Field for the rental car category.
- Price includes fuel
- When selected, this field indicates that price includes the fuel.
- Price includes tax
- When selected, this field indicates that price includes tax.
- Car price
- A field for the total option price.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Car description
- A text field where you can add a description of the car for your clients.
- Car terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Preferences
- When you’re ready, click Create to save the component option.
How to add a transfer component option.
- To add a transfer component, navigate to the Components page inside your trip. Then click the + button next to Transfer.
- This will open a popup to add a transfer option.
- The only field required to add a transfer option to your trip is Transfer supplier. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Transfer supplier
- This field is required. You can choose from a list of Travel Quest Network transfer suppliers or type in a new supplier.
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Transfer price
- A field for the total option price.
- Transfer type
- Round trip transfer types include two sets of pick-up dates/times and pick-up/drop off locations.
- One way transfer types only include one pick-up date, time, location and drop off location.
- Pick up date and time
- Fields for you to enter the pick-up and drop off dates and times. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- Pick up location
- Enter the address of the pick-up location.
- Drop off location
- Enter the address of the drop off location.
- End different location
- When selected, this field indicates that the drop off location is different than the pick up location. When selected, it will add a field for the drop off location address.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Private transfer
- When selected, this field indicates that this option is a private transfer.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Transfer description
- A text field where you can add a description of the transfer for your clients.
- Transfer terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
How to add an activity component option.
- To add an activity component, navigate to the Components page inside your trip. Then click the + button next to Activity.
- This will open a popup to add an activity option.
- The only field required to add an activity option to your trip is Activity title. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Activity supplier
- You can choose from a list of Travel Quest Network tour suppliers or type in a new supplier.
- Activity title
- This field is required. Enter the title of the activity.
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Total price
- A field for the total option price.
- Start date
- Field for the activity start date. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field.
- Start time
- Field for the activity start time. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field.
- End time
- Field for the activity end time. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field
- Multi-day
- When selected, this field indicates a multi-day activity and the start and end fields with change to include both date and time.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Activity description
- A text field where you can add a description of the activity for your clients.
- Activity terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
How to add a rail component option.
- To add a rail component, navigate to the Components page inside your trip. Then click the + button next to Rail.
- This will open a popup to add a rail option. There are three Trip type options you can choose: Round trip (default choice), One way, and Multi-way. Each travel type has different fields, outlined below.
Round Trip Travel Type
- Round trip rail travel types have no required fields. However, there are many fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Trip type
- Round Trip
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price
- A field for the total option price. Leave Total price blank if you wish to enter outbound and return prices separately (see below).
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- From
- Enter the address for the departure rail station.
- To
- Enter the address for the arrival rail station.
- Departure date
- Select departure date.
- Return date
- Select return date.
- Outbound
- Rail line
- Enter the outbound rail supplier.
- Seat Assignment
- Enter seat assignment(s).
- Depart date + time
- Enter outbound trip departure date and time.
- Arrive date + time
- Enter outbound trip arrival date and time.
- Operated by
- If the trip is operated by another rail supplier, enter the operated by supplier’s name.
- Class
- Enter class.
- Outbound price
- Enter outbound price if you would like to display is separately from total round trip price. Note: If you enter the outbound and return price separately, the Total price will be automatically calculated.
- +Add connection
- Click to add a connection to the outbound trip.
- Rail line
- Return
- Rail line
- Enter the return rail supplier.
- Seat Assignment
- Enter seat assignment(s).
- Depart date + time
- Enter return trip departure date and time.
- Arrive date + time
- Enter the return trip arrival date and time.
- Operated by
- If the trip is operated by another rail supplier, enter the operated by supplier’s name.
- Class
- Enter class.
- Outbound price
- Enter outbound price if you would like to display is separately from total round trip price.
- +Add connection
- Click to add a connection to the return trip
- Rail line
- Rail terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
One Way Travel Type
- One way trip rail travel types have no required fields. However, there are many fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Trip type
- One way
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price
- A field for the total option price.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- From
- Enter the address for the departure rail station.
- To
- Enter the address for the arrival rail station.
- Departure date
- Select departure date.
- Return date
- Select return date.
- Outbound
- Rail line
- Enter the outbound rail supplier.
- Seat Assignment
- Enter seat assignment(s).
- Depart date + time
- Enter outbound trip departure date and time.
- Arrive date + time
- Enter outbound trip arrival date and time.
- Operated by
- If the trip is operated by another rail supplier, enter the operated by supplier’s name.
- Class
- Enter class.
- Outbound price
- Enter outbound price if you would like to display is separately from total round trip price.
- +Add connection
- Click to add a connection to the outbound trip.
- Rail line
- Rail terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
Multi-way Travel Type
- By default, Multi-way rail trips have 2 journeys listed, but you can add more. Each journey can also have connections.
- Multi-way trip types have no required fields. However, there are many fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Trip type
- Multi-way
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Total price
- A field for the total option price.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Journey fields
- From
- Enter the address for the departure rail station.
- To
- Enter the address for the arrival rail station.
- Price
- Enter journey price if you would like to display is separately from total round trip price.
- Rail line
- Enter the outbound rail supplier.
- Seat Assignment
- Enter seat assignment(s).
- Depart date + time
- Enter journey departure date and time.
- Arrive date + time
- Enter journey arrival date and time.
- Operated by
- If the journey is operated by another rail supplier, enter the operated by supplier’s name.
- Class
- Enter class.
- +Add connection
- Click to add a connection to the journey.
- From
- +Add Journey
- Click to add another journey.
- Rail terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
How to add a fee component option.
- To add a fee component, navigate to the Components page inside your trip. Then click the + button next to Fee.
- This will open a popup to add a fee option.
- No fields are required to add a fee option to your trip. However, there are fields you could choose to include:
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Service fee label
- This is a descriptor field for the fee.
- Service fee
- A field to enter the service fee amount.
- Nonrefundable
- When you’re ready, click Create to save the component option.
How to add a quick item component option.
- To add a quick item component, navigate to the Components page inside your trip. Then click the + button next to Quick Item.
- This will open a popup to add a quick item option.
- The only field required to add a quick item option to your trip is Supplier. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Travelers
- All travelers added to your trip are automatically included in a component option. However, you can choose to remove travelers from a component by clicking their name. To add someone back to the option, click their name again. Add or remove all travelers using the Select All and Clear All buttons. Travelers that are included in an option are purple.
- Includes Insurance
- This field indicates that the option includes insurance. When selected, it will add fields for insurance information to the option. Please follow the instructions carefully to ensure you present your clients’ travel insurance options clearly.
- Client provided
- When selected, this field indicates that the client will handle the booking for the option. Some clients prefer to book part of their travel themselves or already have purchased something, but you may still want to include it in your proposal to them.
- Nonrefundable
- When selected, this field indicates that this option is nonrefundable.
- Supplier
- This field is required. You can choose from a list of Travel Quest Network tour suppliers or type in a new supplier.
- Product name
- A field for the quick item product name.
- Travelers (locked)
- This field is connected to the traveler dropdown field at the top of the popup. It displays how many travelers are included in this option.
- Total price
- A field for the total option price.
- Start date
- Field for the activity start date. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field.
- Start time
- Field for the activity start time. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field.
- End time
- Field for the activity end time. You will see an alert at the top of your screen if you select dates out of your chosen travel window.
- If you select Multi-day, you will see activity start date and time in the same field
- Multi-day
- When selected, this field indicates a multi-day activity and the start and end fields with change to include both date and time.
- Payment status
- This field is not visible to your clients. It is a way to keep track of the payment status on this individual option. It can be set as No payment applied, Under deposit, or Paid in full.
- Booking status
- This field is not visible to your clients. It is a way to keep track of the booking status on this individual option. It can be set to On hold, In progress, or Reserved.
- Confirmation #1
- A field to add a confirmation number. You can add multiple confirmation number fields by clicking +Add Confirmation #
- Quick item description
- A text field where you can add a description of the quick item for your clients.
- Quick item terms & conditions
- A field where you can add the terms and conditions for this option.
- Cancelation Policy
- A field where you can add the cancelation policy for this option.
- Add photos
- A field where you can upload several photos to the option for your client.
- Click to upload file
- A field where you can upload files to the option for your client.
- Travelers
- When you’re ready, click Create to save the component option.
What are bundles and how can I add them to my trip?
- Bundles are component options that have been grouped together with one price point. Select from your Components to build different Bundles, allowing you to present multiple package options for your customer. You can create two Bundles exactly the same but one with a Gardenview and one with an Oceanview; or you can design one Bundle to Aruba and one to Australia.
How to add a component option to a new bundle
- To add a component option to a new bundle, click the Add to a bundle button in the option preview on the Components page.
- Note, if the component option has already been added to a bundle, you will see the number of bundles it has been added to. If you hover over the button, you will see a list of bundle names.
- This will open a popup to add to a bundle. Click Create new bundle.
- The only field required to create a bundle is Bundle name. Note the required elements are labeled with the asterisk*. However, there are many more fields you could choose to include:
- Total Bundle Price
- This field is the total price that will display for the bundle, including all component options. Individual component options with not display.
- Description
- A text field where you can add a description of the bundle for your clients.
- Bundle terms & conditions
- A field where you can add the terms and conditions for this bundle.
- Cancelation Policy
- A field where you can add the cancelation policy for this bundle.
- Total Bundle Price
- When you’re ready, click Create.
- You can see the bundles you’ve created for a trip on the Bundles page.
How to add a component option to an existing bundle
- There are two ways to add a component option to an existing bundle. You can add an existing component option to an existing bundle from the Components page or the Bundles page in a trip.
How to add an existing component option to an existing bundle on the Components page
- To add a component option to an existing bundle, click the Add to a bundle button in the option preview on the Components page.
- Note, if the component option has already been added to a bundle, you will see the number of bundles it has been added to. If you hover over the button, you will see a list of bundle names.
- You can also add several component options to a bundle at once by hovering over the options you’d like to select, then clicking the box that appears on the left side to select the options.
- After you select at least one option, click the button on the top right side of the page to add all selected options to a bundle. It looks like an open box with a plus sign.
- This will open a popup to add to a bundle.
- Select the bundle you would like to add the component option to from the drop-down list, then click Add to selected bundle.
How to add an existing component option to an existing bundle on the Bundles page
- To add a component option to an existing bundle, navigate to the Bundles page inside your trip. Click the plus (+) symbol of the Bundle’s header line. It is located next to the pencil edit icon and trash delete icon on the right side.
- This will open a pop up to add one or more component options already created in the trip to the bundle.
- Options are grouped by their component types. Click the drop down icon to view and select options for each component.
- When you’re ready, click Add to bundle.
How to add a new component option to an existing bundle
- To add a new component option to an existing bundle, navigate to the Bundles page inside your trip. You can review and edit all the bundles you’ve created for the trip on this page. They are separated by dark purple headers.
- Click the plus (+) symbol of the Bundle’s header line. It is located next to the pencil edit icon and trash delete icon on the right side.
- This will open a pop up to add options to the bundle.
- Click the plus (+) icon next to the component type you’d like to create to create a new component option.
- Fill in the component options details. When you’re ready, click create. This will close the component option popup and open the pop up to add options to the bundle.
- Select the component option you created and click Add to bundle.
How to remove a component option from a bundle
- To remove a component option from a bundle, go to the Bundles page in your Trip.
- Click Remove next to the option you’d like to remove.
- A pop up will open asking you to confirm you want to remove the option. Click Remove.
How to edit a component option in a bundle
- You can edit a component option that is in a bundle by clicking on the Edit pencil icon
How to manage Proposal view of Component options
- You have control of how each component option appears in your proposal when you send it to a client. To change visibility settings for each option, go to the Components page in your trip.
- You can hide the component price by clicking the Price visible icon next to the option name. It looks like a dollar sign. The icon will change colors and the label will say Price hidden.
- You can hide the entire component option by clicking the Visible icon next to the option name. It looks like an eye. The icon will change colors and the label will say Hidden. Hidden options automatically hide the price as well.
- You can display an option both inside a bundle and on its own in a proposal. Options that have been added to a bundle will only show the total bundle price under the bundle in the Proposal.
How to add text and images to your trip proposal
- When it comes to creating a Trip Proposal, customizing the Proposal text to fit your clients is a must.
- On the Trip Overview page, under the Proposal section, you can add and format:
- Proposal Title
- The trip title your clients will see Introduction page of the Proposal.
- Proposal welcome text
- The welcome text your clients will see on Introduction page of the Proposal.
- Highlights
- Highlights of the trip your clients will see on the Introduction page of the Proposal.
- Proposal closing text
- The welcome text your clients will see on Overview page of the Proposal.
- Add proposal cover photo
- The main photo that will be visible to clients on the Introduction page of the Proposal. Please use a 3:1 horizontally oriented picture, max size: 4 MB.
- Proposal Title
How to create standard proposal text.
- You can create standard terms & conditions, Welcome text, and Closing text by selecting Proposal under Profile in the left side navigation,
- Your standard Proposal text will be visible and editable within each trip. If you edit standard Proposal text in a trip, it will not change the standard text saved in your Profile.
How to send your trip proposal to your client
- To review your Proposal, click View proposal on the Trips Overview page, the Components page, or the Bundles page.
- Your proposal draft will open in a new tab.
- Review your proposal. Once you are satisfied click Send proposal. This will automatically send the below email to the primary contact on the trip. You will be bcc’d on the email.
- Subject: Your Trip Proposal Is Ready for Review
- Body: Hi [Primary Contact First Name – if none, Traveler],
Your carefully tailored trip proposal is ready for you to review! To explore the details of your upcoming adventure, simply click on the link below:
View Your Trip Proposal [Hyperlink with trip proposal link]
Inside, you'll find an overview of your itinerary, accommodations, activities, dining experiences, and everything that makes your journey unique to your preferences.
After you review your itinerary and are satisfied, click the “Approve” button on the overview page to let me know.
Your feedback matters immensely to me. If you have any questions, suggestions, or adjustments you'd like to discuss, please don't hesitate to reach out. I am here to ensure your trip becomes a cherished memory.
I can't wait to hear your thoughts. Thank you for entrusting me with your travel dreams!
Warm regards,
[Advisor First Name] [Advisor Last Name]
[Your Travel Agency Brand Name]
- Or you can create a shareable link.