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
- Create a new customer
- Set the Tour Type to Template
- 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:
- Open the Customer List screen
- Select the tour that you want to make the template from (eg Smith Family)
- Change the Tour Type from Tour to Template
- Create a new Tour where Tour Type is Tour and give it the name of your new template (eg Tour of the South)
- Copy the tour template that you created in step 3 (eg Smith Family) into your new tour (eg Tour of the South)
- Go back to the Customer List screen
- Select the tour that you made the template from in step 2 (eg Smith Family)
- Change the Tour Type back from Template to Tour
- Select the tour that you made in step 4 (eg Tour of the South)
- Change the Tour Type from Tour to Template
- Save your changes