The Trips Page

Go to Trips in the left sidebar to see all your trips. The list shows every trip you’ve created, with key details at a glance: trip title, linked contact, departure date, status, quote amount, and payment status.

Filtering and Searching Trips

Use the toolbar at the top to find exactly what you need:

Search bar — search by trip title
Departure date filter — filter by Today, Next 7 days, Next 30 days, Next 90 days, To end of month, Next month, To end of year, or Next year
Active trips badge — a green badge shows how many trips are currently in progress (confirmed trips where today falls between the start and end date). Click it to show only active trips.
Filters button — open the filter panel to filter by:
Contact type: Lead or Client
Payment status: Paid or Unpaid (applies to confirmed trips with a quote amount)
Trip status: Draft, Sent, Confirmed, or Canceled
Active filter chips — active filters appear as removable chips below the toolbar so you can see and clear them at a glance
Reset filters — clears all active filters at once

Trips Grouped by Contact

When a contact has multiple trips, they appear as a collapsible group in the list — the contact’s row expands to show all their trips. This makes it easy to see all bookings for a single client at a glance.

Actions on Each Trip

Use the ”…” menu on any trip row to:

Edit — open the trip editor
View public — open the client-facing proposal in a new tab
Copy sharing link — copy the public URL to your clipboard
Duplicate — create a copy of the trip (useful for similar itineraries)
Delete — permanently delete the trip

Bulk actions

To act on several trips at once:

Click Select in the toolbar to turn on selection mode.
Tick the checkbox on each trip you want to include, or tick the header checkbox to select every trip in the current view.
Click Delete selected — a confirmation dialog asks you to confirm the bulk deletion.

Creating a New Trip

Click New Trip in the top right corner. A 3-step dialog opens to capture the essentials before the editor loads:

Dates — choose between fixed dates (start and end date with a date range picker) or flexible dates (departure month, year, and estimated duration)
Contact — select an existing contact (lead or client) or create a new one on the spot; set the number of passengers (pax)
Trip title — a title is suggested automatically based on the contact name and dates, but you can change it

Once confirmed, the Trip Editor opens and you’re ready to build the itinerary.

The Trip Editor

The editor is organized into 5 tabs at the top:

Day by Day — Build the daily itinerary with blocks, meals, and descriptions
Informations — Trip title, travel dates, linked contact, intro, conclusion, and what’s included
Pricing — Quote amount, currency, payment tracking, and payment link
Design — Cover image (upload or Unsplash)
Quote — Internal cost breakdown table for all blocks

On the left, a scrollable day timeline sidebar shows all your days as cards — each displaying the day number, title, location, and a thumbnail image if one is set. Click any day card to jump to it. Drag day cards up or down to reorder the days.

In the header, you’ll find:

Status dropdown — change the trip status (Draft, Sent, Confirmed, Canceled)
Copy URL button — copies the public sharing link to your clipboard (visible once the trip is saved)
Preview button — opens the client-facing proposal in a new tab (visible once saved)
Create Trip / Update Trip button — saves all your changes

Itinerary Day by Day

Adding Days

In the Day by Day tab, click + Add Day at the bottom of the sidebar to add a new day. Each day card shows the day number, date, title, location, and an optional image.

Give each day:

A title (e.g., “Arrival in Marrakech”)
A location — type to search and select from the map-based location picker
A description — written in the rich text editor for a narrative feel
Meals — select breakfast, lunch, and/or dinner, or mark as not included

Adding Blocks to a Day

Blocks are the individual travel components within each day — a hotel, an activity, a transfer, etc.

To add a block:

Click Add a block within any day card.
Choose a category: Accommodation, Activity, Transport, or Full Day.
Select from your saved blocks library, or create a new block directly in the trip.

Block Categories

Activity — Tours, excursions, experiences, city visits
Accommodation — Hotels, resorts, guesthouses, apartments
Transport — Flights, transfers, trains, ferries
Full Day — All-day experiences, cruises, multi-day treks

Reordering Blocks and Days

Reorder blocks within a day by dragging them up or down.
Reorder days by dragging day cards in the left sidebar.

Full Day Blocks

A Full Day block can span multiple consecutive days — perfect for safaris, cruises, or multi-day treks. When you add a Full Day block that covers several days, you’ll see a preview of which days are affected, and an option to automatically create a day group.

Grouping Days

You can group consecutive days together — useful when a group of days shares the same hotel, location, or theme (e.g., “3 nights at the lodge”).

To group days, open the ”…” menu on any day card and choose Group with next day. You can then:

Give the group a title and description
Configure shared accommodation for the whole group
Set meals globally (same for all days) or per day

Information

In the Informations tab, set the key details for the proposal:

Trip title — the name shown to your client (e.g., “10 Days in Japan”)
Travel dates — start and end dates
Client — link or change the contact associated with this trip
Introduction — optional welcome message shown at the top of the proposal
What’s included / not included — lists displayed on the proposal so clients know exactly what the price covers
Conclusion — optional closing note or call to action

Design

In the Design tab, add a cover image to make the proposal visually striking:

Upload your own photo (up to 15 MB)
Search Unsplash — access millions of free, high-quality travel photos directly from the editor

A great cover image creates a strong first impression when clients open their link.

Pricing and Payments

In the Pricing tab:

Set the total quote amount and currency
Track payment status (unpaid or paid — automatically updated as you record payments)
Add individual payment records with amounts, dates, and payment methods
Enable a payment link — add an external payment URL (e.g., Stripe, PayPal) that appears as a button on the client’s proposal

Payment Tracking

The Payment column in the trips list shows a visual indicator for confirmed trips with a quote amount:

Solid color square = paid
Dashed-border square = unpaid

When total payments reach the full quote amount, the trip is automatically marked as Confirmed and you’ll be prompted to convert the contact from Lead to Client if they haven’t been already.

The Quote Tab

The Quote tab is your internal pricing tool — it shows a detailed cost breakdown for every block in the trip:

Name — Block title
Type — Category (Activity, Accommodation, etc.)
Pax — Number of passengers
Cost — Base cost per person
Comm. — Your commission (percentage or fixed)
Total — Final amount including commission

Day subtotals and a grand total are calculated automatically for blocks that have pricing enabled. Use this tab to verify your margins before sending the proposal.

Status

Each trip moves through a clear workflow:

Draft — Work in progress — not yet shared with the client
Sent — Proposal sent — the client has access to the sharing link
Confirmed — Trip is booked and confirmed
Canceled — Trip has been canceled

Change the status from the dropdown in the top header of the editor.

Click Create Trip (first save) or Update Trip to save your changes.
Click Preview to see exactly what your client sees when they open the proposal.
Click Copy URL (or use the Share button from the trips list) to copy the unique proposal link to your clipboard — send this to your client via email, WhatsApp, or any other channel.

The client can view the full proposal without needing a TravelBuilder Pro account.

Downloading as PDF

Clients can download the proposal as a PDF directly from their proposal page — no account required. The PDF includes the full itinerary, cover image, pricing (if set), and your agency branding.

Multi-Language Trips

If your agency supports multiple languages (EN, FR, ES), you can write block content in each language from within the same block. The client sees the proposal in the language set for the trip.

Common Questions

How do I create a trip quickly without going through all the setup steps? The 3-step creation dialog captures only the essentials (dates, contact, title). Once you’re in the editor, you can fill in the rest at your own pace.

Can I duplicate a trip? Yes — click the ”…” menu on any trip in the list and choose Duplicate. The copy opens ready to edit with a slightly modified title.

Can I add pricing to individual blocks? Yes. Each block can have its own cost price, passenger count, and commission. These feed into the Quote tab for an automatic cost breakdown.

What happens if I add more payments than the total quote? The system tracks the overpayment and shows it in the payment summary so you can reconcile it with the client.

Can multiple team members work on the same trip? Yes — any team member with the appropriate permissions can edit and save trips. Changes are reflected immediately on save, but edits are not synchronized in real time.

Can I build trips without fixed dates? Yes. When creating a trip, choose flexible dates and set a departure month, year, and estimated duration instead. You can always switch to fixed dates later in the Informations tab.