Can my team save a trip plan as a template and reuse it for another customer?

Yes, an itinerary builder can let your team save a completed trip plan as a template and use it as the starting point for a new customer enquiry. This can be useful when your agency regularly sells similar holidays, such as city breaks, touring routes, family trips or seasonal packages.

Your staff can copy the general plan, then change the travel dates, destinations, daily activities, accommodation, transport and written notes to suit the new customer. This saves them from preparing every itinerary from the beginning, while still allowing each proposal to feel personal. Access to shared templates may depend on the system setup and the plan you use.

A saved template should not be treated as a confirmed booking. Availability, booking rules and other supplier information may have changed since the original trip was prepared. Anything supplied through a booking connection normally needs to be searched again for the new dates, and manually added services should also be checked before the proposal is sent.

Ask whether your itinerary builder supports shared templates, who can edit them, and whether copied travel products are checked again before your team sends a new proposal.