Step-by-step flows
Start a duplicate
- Click "Trips" in the left menu.
- Find the trip you want to copy.
- Click the duplicate button in the Actions column.
- Read the duplicate window before continuing.
Choose the client
- Choose no client if this is a reusable draft or showcase proposal.
- Choose the existing linked client if the copy is still for the same client.
- Choose a different client when the copy is for a new traveler.
Choose documents
- Review the document list in the duplicate window.
- Select only the documents that should be copied to the new draft.
- Leave private tickets or vouchers unchecked unless they belong to the new client.
- Create the duplicate.
- Open the new draft and check traveler name, dates, price, documents, and client details before publishing.
Notes
- Duplicating creates a separate draft. It does not edit the original trip.
- Documents are not copied unless you explicitly select them.