Itineraries & templates · 3 min read
Reusable templates and instantiation
Turn your best-selling packages into templates. New leads get a starting point in seconds instead of a blank page.
Creating a template
Any itinerary can be saved as a template from the detail screen. Templates are workspace-wide by default.
Instantiating
From a lead, pick Start from template, tweak dates, pax and any custom line items, and you are ready to quote.
