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• 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 ...

• 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 ...

• Sharing a Template with Clients

  You can easily share Templates with potential clients and travellers through a shareable Template link. Sharing Your Template Navigate to your Templates dashboard. Click into the Template. Ensure that the Template is Published. You won't be able to ...

• Publishing/Un-Publishing a Template

  Once you are finished adding segments to your Template, you can Publish it to make it available to be added to or converted into a Trip later. Click the blue Publish button in the top right-hand corner. Your Template will now appear as Published in ...

• Template Access Settings: Group Templates

  Group Templates allow Company Administrators and Group users to see and use other agent Templates. In Templates, select Group Templates. From Group Templates, Administrators can select Delete Template. All users can Create Trip From Template. Only ...