The Trips section is the heart of TravelBuilderPro. This is where you create, customize, and share beautiful travel itineraries with your clients. From a quick weekend getaway to a month-long expedition, you can build any type of trip here.
Why it matters for your travel agency: Professional, visually stunning trip proposals help you close more deals. Clients can view their itinerary online, share it with travel companions, and download a PDF — all with your agency branding.
[Screenshot: Trips list page showing the main table with sample trips]
Creating a New Trip
The 3-Step Creation Process
Creating a trip is quick and easy with our guided popup.
Step 1: Choose Your Dates
- Click the Create Trip button (top-right corner)
- Select your date type:
- Fixed dates — Pick exact start and end dates from the calendar
- Flexible dates — Choose a departure month and trip duration
- Click Next
[Screenshot: Step 1 popup with calendar date picker]
When to use flexible dates: Perfect for clients who know they want to travel "sometime in March" but haven't committed to exact dates yet.
Step 2: Select the Contact
- Click the dropdown to search your contacts
- Find and select the client or lead
- Click Next
[Screenshot: Step 2 popup with contact selector]
Step 3: Name Your Trip
- Review the auto-generated title (format: "LastName FirstName - Month Year")
- Edit the title if you prefer something different
- Click Create Trip[Screenshot: Step 3 popup with title field]
✅ Done! You'll be taken directly to the Trip Editor to start building your itinerary.
The Trip Editor
The Trip Editor is your workspace for building amazing itineraries. It's designed to be intuitive and visual.
[Screenshot: Full trip editor interface overview]
Editor Layout
The editor has three main areas:
- Header — Trip status, save button, and navigation
- Left Sidebar — Day timeline for quick navigation
- Main Area — Content that changes based on selected tab
The Four Main Tabs
Navigate between different aspects of your trip using the tabs at the top:
- Day by Day - Build your itinerary
- Informations - InfoTrip details and optional sections
- Pricing - Payment tracking
- Design - image selection
Understanding Trip Statuses
Every trip has a status that helps you track where it is in your sales process:
- Draft - Work in progress - You're still building the itinerary
- Sent - Shared with client - You've sent the link to your client
- Paid - Fully paid - Client has completed all payments
- Modification Needed - Changes requested - Client asked for adjustments
Tip: Statuses help you filter your trips and know exactly what needs your attention.
Viewing Your Trips
The Trips List
When you open the Trips page, you'll see all your itineraries organized in a professional table.
[Screenshot: Trips table with filters and sample data]
Table Columns
AllEach row displays:
- Contact — Client name, email, and avatar
- Duration — Number of days (e.g., "7 days")
- Trip — The trip title
- Pax — Number of passengers
- Amount — Quote price and payment status
- Status — Color-coded badge (Draft, Sent, Paid, etc.)
- Departure — Travel dates or flexible month
- Actions — Quick actions menu (•••)
Filtering Your Trips
Use the filters to quickly find what you need:
- Search bar — Find trips by title, contact name, or email
- Contact Type — Show trips for all contacts, clients only, or leads only
- Status filter — Filter by Draft, Sent, Paid, or Modification Needed
- Date tabs — Quick filters for departure dates:
- All Departures
- This Week
- This Month
- Next 3 Months
- This Year[Screenshot: Filter bar with date tabs highlighted]
Quick Actions Menu
Click the three dots (•••) on any trip to access:
- Edit Trip — Open the trip editor
- View Public Page — See what your client sees
- Copy Share Link — Copy the URL to share with clients
- Delete — Remove the trip (with confirmation)
Building Your Itinerary (Day by Day Tab)
This is where you create the day-by-day experience for your clients.
The Day Sidebar
On the left, you'll see a visual timeline of all days in your trip.
[Screenshot: Day sidebar showing multiple days]
Features:
- Click any day to jump to it
- See day number, title, and location at a glance
- Grouped days appear as a single card
- Auto-scrolls as you navigate
Anatomy of a Day
Each day in your itinerary contains:
[Screenshot: Single day card with all sections labeled]
- Day Header — Day number, date, and actions menu
- Title — Editable name for the day (e.g., "Arrival in Rome")
- Location — Where the traveler will be
- Hero Image — Optional cover photo for the day
- Blocks — Activities, accommodations, and transport
- Meals — What's included (Breakfast, Lunch, Dinner)
- Description — Additional notes and details
Adding Blocks to a Day
Blocks are the building blocks of your itinerary. They represent activities, hotels, transfers, and more.To add a block:
- Click the Add Block button on any day
- Choose a category:
- 🎯 Activity — Tours, excursions, sightseeing
- 🏨 Accommodation — Hotels, resorts, lodging
- 🚗 Transport — Transfers, flights, trains
- 📅 Full Day — Multi-activity packages
- Select from your library — Browse available blocks in that category
- Click a block to add it instantly
[Screenshot: Block category selection popup]
[Screenshot: Block library grid with available options]
Don’t have blocks yet? Visit the /docs/library section to create reusable blocks for your trips.
Managing Blocks
Once blocks are added to a day:
- Reorder blocks — Drag the grip handle (⋮⋮) to change the order
- Edit a block — Click on it to modify details
- Remove a block — Click the X button[Screenshot: Day with multiple blocks showing drag handles]
Day Actions
Click the three dots (•••) on any day header to access:
- Edit day title — Change the day's name
- Group with next day — Combine consecutive days
- Delete day — Remove the day (requires confirmation)
Grouping Days
When travelers stay in the same location for multiple nights, you can group those days together for a cleaner presentation.
Why Group Days?
- Shows shared accommodation once (not repeated each day)
- Creates a cleaner visual for multi-night stays
- Better represents the actual travel experience
How to Group Days
Method 1: From the day menu
- Click the three dots (•••) on a day
- Select Group with next day
- Enter a group title (e.g., "Rome Exploration")
Method 2: Using the Group button
- Check the boxes next to 2 or more consecutive days
- Click the Group Days button that appears
- Enter a group title
[Screenshot: Grouped day card showing "Days 3 to 5: Barcelona"]
What Grouped Days Look Like
A grouped day card shows:
- Header — “Days X to Y: Group Title”
- Date range — Full span of dates
- Shared Accommodation — Displayed once for the entire stay
- Daily Activities — Separated by day with clear dividers
Ungrouping Days
To separate grouped days:
- Click the three dots (•••) on the grouped card
- Select Ungroup
- Days return to individual cards
Trip Information (Informations Tab)
This tab contains all the details about your trip beyond the day-by-day itinerary.
[Screenshot: Informations tab overview]
Trip Details Cards
Trip Dates Card
- Click to edit start/end dates
- Switch between fixed and flexible dates
- Days automatically adjust when dates changeContact Card
- Shows the assigned client or lead
- Click to change the contact
- Displays avatar, name, and email
What’s Included / Not Included
Help clients understand exactly what they're getting:
- Toggle What’s Included to ON
- Add items like:
- ✓ Airport transfers
- ✓ 4-star hotel accommodation
- ✓ Daily breakfast
- ✓ Guided tours
- Toggle What’s Not Included to ON
- Add items like:
- ✗ International flights
- ✗ Travel insurance
- ✗ Personal expenses
[Screenshot: Includes/Excludes sections with sample content]
Optional Sections
Add a personal touch with optional content:
Introduction
- Welcome message at the start of the itinerary
- Set the tone for the trip
- Example: “We're thrilled to present your dream Italian adventure...”
Conclusion
- Closing remarks at the end
- Call to action or next steps
- Example: “We can’t wait to make this journey a reality for you!”Tip: Toggle these sections on/off based on each trip. They appear on the public page and PDF.
Legal Terms
Protect your agency with clear terms and conditions:
- Payment Terms — When and how clients should pay
- Cancellation Policy — Refund rules and deadlines
- Passport & Visas — Document requirements
- Insurance — Coverage recommendations[Screenshot: Legal terms accordion sections]To customize legal terms:
- Toggle the section ON
- Edit the content in the text editor
- Content displays as expandable accordions on the public pageSave time: Set default legal terms in your
/docs/settings so new trips are pre-filled.
Tracking Payments (Pricing Tab)
Keep track of every payment and know exactly where each trip stands financially.
[Screenshot: Pricing tab with payment progress and schedule]
Payment Progress Card
At the top, you'll see a visual summary:
- Progress bar — Visual representation of payment status
- Total — The trip's quote amount
- Paid — Sum of completed payments
- Pending — Scheduled but not yet received
- Remaining — Balance still due
Payment Schedule
Below the summary, manage individual payments:
To add a payment:
- Click Add Payment
- Enter the amount
- Select the due date
- Choose the status (Pending or Paid)
- Select the payment method
- Add optional notes
- Click Save
[Screenshot: Add payment modal]
Payment Methods Available:
- Bank Transfer
- Credit Card
- Cash
- Check
- PayPal
- OtherTo update a payment:
- Click the edit icon to modify details
- Click the checkmark to mark as paid
- Click the trash icon to delete
Automatic Status Updates
The system automatically calculates your trip's payment status:
Payments ReceivedTrip StatusNoneUnpaid (gray)PartialPartially Paid (orange)
Full amount or morePaid (green)
Customizing the Design (Design Tab)
Make a great first impression with a beautiful cover image.
[Screenshot: Design tab with image selection]
Choosing a Cover Image
Option 1: Upload Your Own
- Click the Upload tab
- Select an image from your computer
- Image appears as the trip's cover
Option 2: Use Unsplash
- Click the Unsplash tab
- Search for photos (e.g., "Rome", "beach sunset")
- Click any image to select it[Screenshot: Unsplash search results]
Where the Cover Image Appears
Your cover image is displayed:
- As the hero image on the public trip page
- On the first page of the PDF export
- As a thumbnail in your trips list
Tip: Choose high-quality landscape images that represent the destination.
Sharing with Clients
Once your trip is ready, it's time to share it with your client.
The Public Trip Page
Every trip has a unique public URL that you can share. Your client sees:
[Screenshot: Public trip page on desktop and mobile]Header
- Your agency logo and contact info
- Download PDF button
- Share buttons (WhatsApp, Email, Copy Link)
Hero Section
- Large cover image
- Trip title and datesTrip Summary
- Duration and dates
- Number of passengers
- What’s included/excluded
Day-by-Day Itinerary
- All days in order
- Activities, accommodations, and transport
- Meals information
- Day descriptions and images
Pricing Section
- Total quote amount
- Inclusions and exclusions
Legal Terms
- Expandable accordion sections
- Payment terms, cancellation policy, etc.
Agent Card
- Your name and photo
- Contact buttons (WhatsApp, Email, Phone)
How to Share
From the Trips List
- Click the three dots (•••) on any trip
- Select Copy Share Link
- Paste the link in an email, WhatsApp, or message
From the Trip Editor
- Click View Public Page to preview
- Use the share buttons on the public page
Sharing via WhatsApp
- Open the public trip page
- Click the WhatsApp share button
- Select the contact or group
- Send with a personalized message
Exporting to PDF
Generate a professional PDF document of the entire itinerary.
How to Download a PDF
- Open the public trip page (or share the link with your client)
- Click the Download PDF button
- Wait for generation (you’ll see “Loading images...”)
- PDF downloads automatically
[Screenshot: PDF download button and loading state]
What’s in the PDF
The PDF includes everything from the public page:
- Cover Page — Agency branding, trip title, dates, client name
- Trip Overview — Duration, passengers, introduction
- Day-by-Day Itinerary — All days with activities and images
- Pricing — Quote and inclusions
- Legal Terms — All enabled terms sections
- Contact Info — Your agency detailsFile name: The PDF is named
"[Trip-Title]-itinerary.pdf"
