Build A Trip

Table of Contents

Build A Trip #

Are you looking for information about the Trip Builder Feature?​

Use ‘generic’ until you know exact details.

The easiest and fastest way to create a trip is to build your catalogs and inventories beforehand. Often, catalogs can be re-used for multiple trips.

What you need to have created to build a trip:

  1. Brand Catalog​

  2. Gateways

    1. Catalog

    2. Inventory

  3. Hotel

    1. Catalog

      1. Images (3-10)

      2. Marketing Copy

    2. Inventory

  4. Airline or Bus

    1. Catalog

      1. Logo

    2. Inventory

  5. Events / Excursions / Add Ons

    1. Catalog

      1. Images (3-10)

      2. Marketing Copy

    2. Inventory

  6. Destination

    1. Catalog

      1. Image

      2. Marketing Copy

  7. Trip Details Module

    1. Inclusions Catalog

    2. Exclusions Catalog

  8. Insurance (If applicable)

    1. Logo

  9. Account(s) (school)

  10. Staff

    1. User Image (1)

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How do I create a BASIC trip?

  1. Click the “+” button and select Catalog

  2. Overview

    1. Name

    2. Status

    3. Brand

    4. Year

    5. Program Period

    6. Type

    7. Launch date

    8. Deposit date

    9. Departure date

    10. ​Require Payment In Full (Y/N)

    11. Payment period count

    12. Payment period unit

    13. Deposit amount

    14. Periodic amount

    15. Balance date

    16. Currency

    17. List Price

    18. Total Available Traveller Spots

    19. Passport Required (Y/N)

    20. Allow Rooming Changes (Y/N)

    21. Allow Passport Changes (Y/N)

    22. Automatic Status Changes (Y/N)

    23. Account

    24. Gateway

    25. Destination

    26. Hotel

    27. Campaign

  3. Trip Planner Module

    1. Add Trip Planner(s)

  4. Inventory Module

    1. Add Hotel Inventory

    2. Add Excursion Inventory

    3. Add Transportation Inventory

    4. Add Insurance Inventory

  5. Payment Schedule Module

    1. Generate and edit

    2. When you’re 100% happy with the schedule, click Push (you can only do this once)

  6. Trip Display Details Module

    1. Add Inclusions Catalog

    2. Add Exclusions Catalog

  7. Check

    1. View the Trip Page

    2. Test the Booking Form

When building a Trip Record, the Automatic Status Updates field will be auto selected (recommended). If you do not wish to have Automatic Status Updates on your trip then unselect.

Make sure everything is showing up correctly with the right prices, inclusions, photos, etc…

Building a basic trip Video:

You will also need to generate and push a payment schedule before adding any bookings to your trip. That information is missing from the above video

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