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 trip editor uses a single continuous-scroll canvas — every part of your proposal, from cover image to legal terms, lives on one scrollable page. A left sidebar lets you jump to any section, and a right sidebar groups the key trip details.

The unified canvas stacks the following sections top to bottom:

Overview — Cover image, trip title, a facts strip (Dates, Pax, Traveler), and a What your client sees group (Pricing, Included, Map, Legal terms shortcuts plus PDF export)
Day by Day — Daily itinerary with blocks, meals, and descriptions
Pricing — Quote amount, currency, commission model, VAT, payment tracking, and payment link
Included — Two cards (What's Included and What's NOT Included) describing what the trip price covers
Map — Interactive map preview and visibility toggle for the public trip page
Legal Terms — Per-trip overrides for Payment Terms, Cancellation Policy, Passport & Visas, and Insurance
Introduction and Conclusion — Optional rich-text sections at the top and bottom of the proposal, each with its own visibility toggle

The internal Cost Breakdown view (cost breakdown for every block) opens in its own full-width screen alongside the main editor.

The left sidebar is structured top to bottom: an Overview card pinned at the top, an Itinerary group with one card per day (day number, title, location, and a thumbnail if one is set — drag cards up or down to reorder them), then a Sections group with four shortcuts — Pricing, Included, Map, and Legal terms. Each section card shows a Visible or Hidden status with a green or slashed grey indicator, mirroring what your client will see. Click any card to jump to that part of the proposal; the active card highlights as you scroll.

The right sidebar is your inspector — the things you act on while editing. It stacks a Payment group (a dark card showing the quote total, payment progress bar, and amount left to collect; plus a Cost breakdown card to open the internal margin view), a Status card with the status dropdown, and a Settings group with Language and Owner rows. Click any card to edit it inline. The traveler, dates, and passenger count live in the facts strip welded under the cover hero in the Overview section.

Once you scroll past the overview, a sticky navigation bar appears at the top of the editor so the section jumps and save action stay in reach.

In the header, you’ll find:

Trip title — auto-sized inline input; click the trailing pencil icon to focus and edit it
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

The trip status moved out of the header — change it from the Status card in the right-rail inspector (Draft, Sent, Confirmed, Canceled).

Trip ownership

Each trip has an owner — by default, the team member who created it. The current owner is shown in the trip editor header.

Eligible users (Agency Admin, and Manager/Agent with the Change trip owner permission enabled — see Settings → Permissions) can reassign a trip to another active team member:

Click the owner badge in the editor header.
The Change trip owner dialog lists every active team member.
Select the new owner and confirm.

The new owner becomes responsible for the trip in dashboards, reports, and team views. Pending invitees can’t receive ownership.

Itinerary Day by Day

Adding Days

In the left sidebar, click + Add Day at the bottom of the day timeline 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. The inline form includes optional Location and Supplier sections — toggle each on if you want to attach a map location or link a supplier.

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. If any of the affected days already contains blocks, a confirmation dialog asks you to confirm the replacement before overwriting — preventing accidental data loss.

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

Introduction and Conclusion

Frame your proposal with a personal welcome message at the top and an optional closing note or call to action at the bottom.

Introduction and Conclusion are inline sections at the very top and very bottom of the unified scroll.
Each section has its own visibility toggle in the left sidebar — turn it on to add content, off to hide it from the public proposal.
Both editors support rich text, so you can format headings, lists, and links.

Included and Legal Terms

What’s included and excluded from the trip price lives in the Included section, organized into two cards: What's Included and What's NOT Included. Default legal terms set in Settings → Legal Terms can be overridden per trip in the Legal Terms section — each card (Payment Terms, Cancellation Policy, Passport & Visas, Insurance) has its own override toggle, and custom editing of legal terms requires a Premium plan.

Cover Image

The cover image shown at the top of your client-facing proposal sits in the Overview section at the top of the editor. Click the ✎ Cover pill on the cover image to open the image selector dialog, which gathers every option in a single popup. A small source badge in the bottom-right of the image shows where the current cover comes from (Unsplash, Upload, or Agency default):

Agency cover image — apply the default cover image configured in Settings → Public Design.
Upload — drag and drop your own photo (up to 15 MB) or click to browse.
Unsplash — search a library of free, high-quality travel photos.

Pick a tab, choose an image, and the trip switches to that source. To revert to the agency default, reopen the dialog and select Agency cover image.

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

Map

The Map section sits between Included and Legal Terms in the unified scroll. It previews the interactive map generated from the locations attached to each day and block, and lets you control whether it appears on the public trip page.

Use the Show map on public page toggle to make the map visible to your client, or hide it for trips where the map is not relevant.
The map auto-updates as you add or reorder locations in the itinerary — no manual setup needed.

Pricing and Payments

The Pricing section uses a two-column layout: pricing inputs sit on the left, and a live Price Breakdown receipt on the right shows exactly what your client will see — updated as you type.

Configure your quote with:

Quote amount and Currency — the total price shown to your client.
Pricing model — choose how commission is presented: no commission, Commission on top (added to your cost), or commission already included in the quote. A unit toggle switches the commission input between % and a flat fee.
VAT rate — pick a preset rate or enter a custom value. A VAT mode selector lets you apply VAT on the full price or only on the commission margin (margin scheme), depending on your jurisdiction.
Payment records — log individual payments with amount, date, and method. Payment status (unpaid or paid) updates automatically as records are added.
Payment link — paste an external payment URL (e.g., Stripe, PayPal). The visibility selector lets you choose whether the link 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.

Cost Breakdown

The Cost Breakdown view is your internal pricing tool. Open it from the Cost breakdown card in the right-rail inspector — it opens in a dedicated full-width screen (the inspector is hidden) and shows a detailed cost breakdown for every block in the trip. Use the back arrow in the header to return to the Overview:

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 (in a table footer subtotal row) and a grand total are calculated automatically for blocks that have pricing enabled. Use it 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 Status card in the right-rail inspector.

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 has multiple languages enabled in Settings → Agency, you can write block content in each enabled language from within the same block. The client sees the proposal in the language set for the trip. Up to 66 languages are supported — pick the ones that match your audience.

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 Cost Breakdown view 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 from the Overview section by clicking the dates tile.