Adding a Trip Summary to a Template

Adding a Trip Summary to a Template

Add an overview of all your Template segments by using the Summary feature.

 
Click the Add icon in the bottom-right corner of your screen and select Summary.



A list of all Template segments and days will generate as a Note at the beginning of your Trip.



To edit the Summary at any time, click View Details, then click the:
  1. Edit icon to revise the Summary text;
  2. Trash icon to delete the Summary

If you add or remove segments after adding a Summary, click the Add icon and select Summary; it will overwrite the existing Summary.

    Register for a Webinar



      • Related Articles

      • Adding Insurance to a Template

        You can manually add an Insurance segment to your Template at any time. Click the Add icon in the bottom-right corner of your screen and select Insurance. Enter your Provider, Policy number, and other details. If you prefer that the insurance info ...
      • Adding Tags to your Template

        Tags can be added to Templates to make them easier to access. Select a pending or Un-Published Template, and then click on Tags from the navigation menu. Select a Category (Amenities, Destination, Price, Experiences, and Trip Type) and search for the ...
      • Adding AFAR Destination Content to a Template

        The AFAR integration allows you to add Destination Guides and Points of Interest to your Template. Destination Guides From within a Template, click Destination Content, then select AFAR - DESTINATION GUIDES. To search for a Destination Guide, check ...
      • Converting a Template into a Trip

        Templates can easily be converted into a Trip (itinerary) anytime. Click on the Options icon of a published Template and select Create Trip From Template. Choose a Trip Name and Start Date for the Trip you are creating from your Template. The ...
      • Converting a Trip into a Template

        Trips can be converted into Templates to create similar future trips for your customers. Click on the Options icon of a Published Trip and select Create new Template. You can add that Trip to an existing Template by selecting Add to Existing ...