Every travel company has one or more itineraries that are very successful year after year. It is time-consuming to keep building the same itinerary when most of the details don’t change.
The booking management module offers you the ability to create template itineraries that can be easily copied into a customer folder and tweaked.
So why not taking advantage of this functionality to improve efficiency?
How to create a template itinerary in 3 steps
- Create a client profile;
- Create the template itinerary folder;
- Load the itinerary in the template folder.
- This client profile will be used as a repository for all your template itineraries.
- Users will retrieve this client profile first to search for template itineraries, so ensure it is easy to search for and find by using a meaningful First and Last Name. In our example above, we used Itinerary for the first name and Templates for the last name.
- This must be a cost quote folder (so that it won’t affect your financial figures).
- Template folders need to be excluded from reports and task list queries. A way to do this is by flagging them with the folder status code “TEMPLATE”.
- Enter only 1 passenger.
- If the itinerary includes multiple cities, the folder destination could be a geographical area:
- If the itinerary is related to a specific location, this could be the folder destination:
- If the itinerary includes multiple destinations within a country, this could be the folder destination:
- The folder departure date should be in the far future
- All the templates will be visible in the Statistics tab of the client profile:
- Users will be able to copy the folder even in a branch different to the one the template folder belongs to.
- More than one user will be able to retrieve and copy the same template simultaneously.
- If you tend to sell flight inclusive packages and always sell the same flights, load the air segments, and air ticket information
- If you don’t always sell flights or you often sell different flights, you could decide to load only the land arrangements
- Each segment must have a Cost Quote item status code (so that it won’t affect your financial figures).
- For hotels, you could load the most sold room type or one item per room type (so that users will be able to select a room type and its cost to be copied into the customer folder)
- For pre-packaged tours, where you buy transportation and accommodation from a tour operator and only get a total price, you could load the air segments and the package price in the Other
- Any DPPE rule configured in the BMM will kick in when you copy the itinerary template in the customer folder.
- If you have no rules configured in the BMM, you can load the relevant mark up, commission, fee, and discount to the template itinerary so that they will be copied into the customer folder.
- What users cannot copy: package prices, printing notes, non-printing notes (both at folder and item level)
- What can be easily amended, if necessary, before issuing invoices: anything! For example, folder departure date, number of passengers, items start/end dates, room/car type, meal plan, vendor names.
How to copy the itinerary template into a customer folder
To learn how to copy the itinerary template into a customer folder, check this video tutorial.
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