Groupdesk’s Trip Builder requires you to use existing catalogs
You will save your trip at every step
You can skip steps if necessary
You cannot re-access your Trip via the Trip Builder if you close or exit
From the Home Page
Click on the Hamburger Nav button in the top right corner of your Groupdesk screen.
Select Trip Builder from the menu
The Launch page of the Trip Builder will open
From an Existing Trip Record:
Open an existing Trip Records Overview module.
Click the Edit in Trip Builder button on the bottom left corner.
This will launch the Trip Details page of the Trip Builder
When you open the Trip Builder, you will start on the Launch Page. Click the Launch Trip Builder button to begin building you trip.
Begin building your trip on the Trip Details page. All the required fields are the same as building a trip in the Trip Record’s Overview Module. For more information on required fields, please click here.
Enter all required information and then click the Create button.
After you have completed the Trip Details page, you will arrive at the Trip Planner page.
This is where you can add an existing Trip Planner or create a new Trip Planner contact.
Type their name into the search field
All contacts that meet your search criteria with a Trip Planner association will appear in a drop down menu.
Select your Trip Planner and refresh your page
Your Trip Planner will be added to the Trip Record
Select the + button to the right of the search field, this will open a contact record overview.
Enter the required information to create your contact. The Trip Planner association will populate and cannot be removed. For more information on required fields for contacts, please click here.
Click theCreate button and refresh your page.
Your new Trip Planner contact will be added to the Trip
Once you have added all necessary Trip Planners to your trip or if you do not wish to add a Trip Planner, Select Step 3 – Transportation from the side menu, or use the arrows in the Top right corner of the Trip Builder to navigate to the next page.
To remove an added Trip Planner contact, click on the Trash can icon to the right of their name.
This is where you can add or create a flight or transportation inventory.
Start typing your Inventory name into the search field
All Flight/Transportation Inventories that meet your search criteria will appear.
Select the Inventory you wish to add
You then have the option to review the Inventory Details, Segments and Pricing before moving on. Click on the names of the pages to navigate between them.
If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 4 – Accommodations tab on the left side.
Select the + button to the right of the search field, this will open a transportation inventory record overview.
Use the Flight/Bus toggle to navigate between creating a Transportation or Flight Inventory
Fill out all the required mandatory fields. For more information on Mandatory fields for a Flight or Transportation Inventory click here.
When you have entered all your information, click Create
Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Transportation segments, please click here. For More information on Flight segments, please click here.
Complete all the mandatory fields and click the Add button. Repeat until you have added as many segments as necessary for your Inventory.
If necessary, add pricing for your Inventory by clicking the Edit button above the pricing matrix.
If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.
Once you have reviewed your Pricing use the navigation arrows to proceed to the next step, or add as many inventories as is necessary.
To remove an added Inventory, click the Trash Can icon to the right of the inventory name
This is where you can add or create a Hotel Inventory to your trip.
All Hotel Inventories that meet your search criteria will appear.
If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 5 – Add On’s tab on the left side.
Select the + button to the right of the search field, this will open a Hotel Inventory record overview.
Fill out all the required mandatory fields. For more information on Mandatory fields for a Hotel Inventory click here.
Click the Add Segment button in the top right to add the segment for your Inventory. Add your Occupancy and select your Room Types available. For more information on Hotel segments, please click here.
If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.
To remove an added Inventory, click the Trash Can icon to the right of the Inventory name.
This page is used to add or create any Other Inventories.
All Other Inventories that meet your search criteria will appear.
If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 6 – Insurance tab on the left side.
Select the + button to the right of the search field, this will open an Other Inventory record overview.
Fill out all the required mandatory fields. For more information on Mandatory fields for an Other Inventory click here.
Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Other segments, please click here.
Add an existing or create a new Insurance Inventories
All Insurance Inventories that meet your search criteria will appear.
If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 7 – Inclusions & Exclusions tab on the left side.
Select the + button to the right of the search field, this will open an Insurance Inventory record overview.
Fill out all the required mandatory fields. For more information on Mandatory fields for an Insurance Inventory click here.
Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Insurance segments, please click here.
This page is used to add existing Inclusion and Exclusion catalogs. You cannot create new catalogs within the Trip Builder
Start typing your Catalog name into the search field
All Inclusion/Exclusion that meet your search criteria will appear.
Select the Catalog(s) you wish to add
Click Save Display Details
If you do not wish to add Inclusion/Exclusion Catalogs, you can move on to the next step by using the navigation arrows or clicking on the 8 – Pricing Review tab on the left side.
To remove and Inclusion or Exclusion catalog, click the X beside the catalog name
This is where you can review the pricing for your Trip. You can also add any Trip Discounts or Fees by clicking the edit button above the pricing matrix. For more information on adding Discounts and Fees, please click here.
On this page, you can Generate, Edit and Push/Unpush a Trips payment schedule. For more information on Payment Schedule’s, please click here.
Preview all elements of your trip. Pay special attention to what is included and excluded, add ons, and pricing. Next, click on the booking button and attempt a booking using an alias email to check the online booking engine flow that your Travellers will see.
When you have finished reviewing your Trip page and making a test booking, click on the “Finished Creating Trip” button to exit the Trip Builder. You will then be able to see your trip Record within Groupdesk.