Trips

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Creating Your First Trip Proposal

Now let's create a stunning travel proposal!

Step-by-Step Guide

Step 1: Start a New Trip

  1. Click "Trips" in sidebar
  2. Click "+ Create Trip" button
  3. Give your trip a name (e.g., "Paris Honeymoon")

Step 2: Select a Contact

  1. Click on the "Select a contact" card
  2. Choose an existing contact or create a new one
  3. The contact's name will appear on the proposal

Step 3: Set Travel Dates

  1. Click on the dates card
  2. Select start and end dates
  3. Dates appear in the proposal header

Step 4: Build Your Itinerary

Adding Days:

  1. Click "+ Add Day" button
  2. Each day becomes a section in your proposal

Adding Activities to a Day:

  1. Click "+ Add Block" inside a day
  2. Choose block type
  3. Fill in the details

Step 5: Add Optional Sections

Toggle these sections on/off:

  • Introduction - Welcome message and trip overview
  • Pricing - Detailed cost breakdown
  • Conclusion - Final notes and payment instructions

Step 6: Set Pricing

  1. Scroll to "Pricing" section
  2. Enter: Total price + Deposit amount +Payment instructions
  3. Individual block prices automatically sum up

Sharing Your Proposal

Generate Shareable Link

  1. Click "Share" button in trip editor
  2. Copy the unique link (e.g., travelbuilderpro.com/share/abc123)
  3. Send via: Email, WhatsApp

What Your Client Sees : a beautiful, mobile-responsive proposal with:

  • Your agency branding
  • Day-by-day itinerary with images
  • Interactive map (coming soon)
  • Pricing breakdown
  • Contact information

Export Options

  • Public Link - Share instantly
  • Multi-language - EN/ES/FR support

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