Steps
- Open "Saved plans" (bookmark icon) from the left sidebar to access your organization's master templates.
- Browse saved itineraries filtered by destination, trip duration, or travel style.
- Click "Use template" on any master plan to create a new client proposal pre-populated with days, hotels, and activities.
- To save an existing trip as a template, open the trip in the editor and click "Save as template".
- Update or archive master templates as seasonal itineraries or pricing change.
Notes
- Creating a proposal from a template creates an independent copy; modifying the template later will not affect past client proposals.
- Templates are shared across all account managers in your organization.