A template tour does not have a fixed date & can be copied to or inserted into another tour.  For example, if you have a walking or tramping trip that always takes the same track transport service, water taxi, same accommodation along the route with a standard set of travel notes, you could simply insert it as a template into a new tour and then fine-tune the details.


TABLE OF CONTENTS


Create a template tour from scratch

  1. Create a new customer
  2. Set the Tour Type to Template
  3. Create the itinerary as you usually would.


Create a tour template from an existing itinerary

If you have an existing itinerary that you have put a lot of effort into and it would be too much work to redo, it is technically possible to create a template from it following the steps below:

  1. Open the Customer List screen
  2. Select the tour that you want to make the template from (eg Smith Family)
  3. Change the Tour Type from Tour to Template
  4. Create a new Tour where Tour Type is Tour and give it the name of your new template (eg Tour of the South)
  5. Copy the tour template that you created in step 3 (eg Smith Family) into your new tour (eg Tour of the South)
  6. Go back to the Customer List screen
  7. Select the tour that you made the template from in step 2 (eg Smith Family)
  8. Change the Tour Type back from Template to Tour
  9. Select the tour that you made in step 4 (eg Tour of the South)
  10. Change the Tour Type from Tour to Template
  11. Save your changes