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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.