Defined
Trips are itineraries that include detailed day by day itinerary, costs, inclusions, exclusions and are the end product.
Relationships
Multiple trips can be associated with a Lead
Trips can be duplicated and attached to other Leads
Details
A Trip can be categorized as one of the following:
Active - A trip that is currently active indicates it is being actively managed within a lead's portfolio. This status is used for trips that are ongoing or awaiting further actions.
Inactive - A trip labeled as inactive has been deactivated and is no longer in active management or consideration. This status helps in organizing and differentiating between current and past travel plans.
Confirmed - A confirmed trip status denotes that all necessary arrangements have been finalized and the trip has been officially confirmed with all involved parties, including travelers and service providers. There can be only one confirmed trip per Lead/Booking, which drives the Reports, Financials and Dashlets.
Master - Master trips are templates not used directly in itineraries but saved for reference, sampling, or duplication purposes. This status aids in streamlining the creation of new trips by providing a standard or customized template.
Multi-Day Tour - This status is assigned to travel components designed to be incorporated into larger trips. Multi-day tours include a series of related travel activities and accommodations that can enhance or extend existing itineraries.
Legacy - Legacy trips are those imported into the system during data integration. These trips are typically historical bookings and are maintained for record-keeping, reference, or compliance purposes.
In Progress - A trip marked as 'In Progress' is currently being worked on. This status applies to trips that are in the planning stages or actively being modified and updated until all details are finalized and confirmed.
Guides
How to Search for a Trip
How to Create a Trip
How to View a Trip
How to Add Trip Costs
How to Add Additional Information
How to Create Custom Trip Content
How to Add or Edit a Trip Hero Image
How to Add/Change Trip URL
How to Copy a Trip to a Lead Booking
Videos
Fields
Trip Information | ||
Field | Type | Descriptions |
Details | ||
| Name | Text | Creative name applicable to trip |
| Lead | Auto Fill | Auto filled with the Lead associated with the Lead |
| Status | List | Choose one of the available trip types (see above for details) |
| Version | Text | Differentiating between different versions of trips. Can be seen in Trips view under Leads |
| Start City | List | Choose applicable start city from drop down menu by typing at least 3 letters |
| End City | List | Choose applicable end city from drop down menu by typing at least 3 letters |
| Start Country | Auto | Based on Start City |
| End Country | Auto | Based on End City |
| Start Date | Date | Date reflective of Day 1 in the itinerary |
| Additional Country | List | Choose applicable additional country from drop down menu by typing at least 3 letters |
| Type | List | Options are set in company's profile configuration |
| Budget | List | Options are set in company's profile configuration |
| Description | Text | Free Text or the option to import template by clicking import button |
| Notes | Text | Internal notes (not seen on itinerary) |
Additional | ||
| Price Includes | Text (Template Option) | Free Text or the option to import template by clicking import button |
| Price Excludes | Text (Template Option) | Free Text or the option to import template by clicking import button |
| Additional Contact | Text | Contact information relevant to trip, for booking confirmation |
Content | ||
| Custom Content - Before Day by Day Itinerary | Heading | Section that allows you to customize content before the Day by Day itinerary |
| Header | Text | Free Text to label the header of this piece of content |
| Append | Prompt | Allows you to append a Content Template |
| Content Toolbar | Window | Allows you to add, edit, save custom content. Toggle to HTML control by (</>). |
| Custom Content - After Accommodations | Heading | Section that allows you to customize content before the Day by Day itinerary |
| Header | Text | Free Text to label the header of this piece of content |
| Append | Prompt | Allows you to append a Content Template |
| Content Toolbar | Window | Allows you to add, edit, save custom content. Toggle to HTML control by (</>). |
Trip Image | ||
| Change Image | Select | See How to Search Images for more information |
Misc. | ||
| Company Specific Content | Company Specific Content | During your Data Integration and On-boarding procedure, you will be able to add custom content to the trips module. |
Trip System | ||
| Show Per Person? | Y/N | Option to show per person pricing on Proposal |
| Client URL | Auto/custom | Auto-filled with Trip ID. Format: first letter of first name + first 3 letters of last name + 00 + Trip ID. If no client is linked to a trip, a trip URL will be automatically added (randomized letters, which will need to be updated). |
| Show Price | Y/N | Option to show pricing on Proposal |
Itinerary | ||
Field | Type | Description |
Day View | ||
| Day List | Auto | Automatically organizes the trip from the first to the last day according to the itinerary and cannot be manually adjusted. |
| Number of Nights | # | Change the number of nights for one day |
| Title | Text | Add customized title to a day |
| Destination/Service | Auto Fill | Click the Castle in the edit column to add a destination/service |
| Accommodations | Auto Fill | Click the building in edit column to add an accommodation |
| Meals | Check | Choose B: Breakfast, L: Lunch, D:Dinner per day as appropriate |
| Edit: Drop Down | Text | Small downward arrow in Edit column allows for free flow text in day's description. |
| Delete Day | Prompt | Delete the day line from itinerary |
| Add Day | Prompt | Adds a day below |
| Add Image | Prompt | Small image button allows adding an image. See How to Search Images for more information |
| Add Destination/Content | Prompt | Add Destination or content information to a day |
| Add Tour/Service | Prompt | Castle button in edit column allows to add or append tour/service |
| Add Accommodations | Prompt | Small square building in right of edit column allows to add accommodation to a day, multiple days and/or multiple rooms |
Item View | ||
| Day List | Auto Fill | From Day View |
| Day Title | Auto Fill | From Day View |
| Day Image | Auto Fill | From Day View |
| Type | Auto Fill | From Day View, Blue Tours are hardcoded, green are appended and customizable |
| Name | Auto Fill /Text | From Day View, if tour is appended, customizable |
| Description | Text/Auto Fill | If tour is appended (green), description is customizable |
| Delete Tour | Prompt | Ability to delete tour in Item View |
| Append Tour | Prompt | Small circular arrows allow you to append in the Item View section |
Detail View | ||
| Day List | Auto Fill | |
| Day Title | Auto Fill | |
| Type | Auto Fill | |
| Name | Text/Auto Fill | If tour is appended (green), name is customizable |
| Start Time | Time | If start time is given in itinerary, can be incorporated in tour/service that is coded to reflect |
| Start Location | List | If start location is given in itinerary, can be incorporated in tour/service that is coded to reflect |
| End Time | Time | If end time is given in itinerary, can be incorporated in tour/service that is coded to reflect |
| End Location | List | If end location is given in itinerary can be incorporated in tour/service that is coded to reflect |
| Optional | Y/N | Ability to make tour optional. Comes up in a yellow box in Proposal View. Not included |
| Time | Y/N | Ability to indicate start times in Proposal |
| Quantity | # | Ability to add multiple quality to itinerary |
| Delete Tour | Button | Deletes tour in Detail View |
DMC View | ||
| Name | Auto Fill | Allows for a standardized copy of itinerary to present to DMC once the trip has been created in Oasis. |
| PAX | Auto Fill | |
| Budget | Auto Fill | |
| Accommodation | Auto Fill | |
| Day By Day Summary | Auto Fill | |
Summary View | ||
| Day Order | Drag & Drop | Allows reordering days within an itinerary. Beware to switch titles and other content to reflect reorder |
| Date List | Auto Fill | |
| Number of Nights | # | Change the number of nights for one day |
| Title | Text | Add customized title to a day |
| Description | Auto Fill | Tour/ Service, Description Title |
| Meals | Menu | Choose B: Breakfast, L: Lunch, D:Dinner per day as appropriate |
| Delete/Add Day | Prompt | |
Add - Drop Down Menu | ||
| Destination | Prompt | Add a destination description to a specific day |
| Accommodation | Prompt | Opens accommodation prompt |
| Services | Prompt | Opens services prompt |
| Multi-Day Tour | Prompt | Opens prompt to add multi-day component |
| Master Trip | Prompt | Opens prompt to add a master itinerary |
| Client Trip | Prompt | Opens prompt to add a trip from another lead |
| Remove All (hotels) | Prompt | Removes all hotels from the itinerary |
| Day 1 | Prompt | Allows adding a Day 1 to itinerary |
| Multiple Days | Prompt | Allows to add multiple days to itinerary |
| Copy to Lead | Prompt | Ability to copy itinerary to another lead |
Costs | ||
Field | Type | Descriptions |
| Show History | Prompt | Shows history previously saved |
| Save History | Prompt | Save a snapshot of all cost fields for future reference |
| Add Costs | Prompt | Add new costs field to a trip (see How to Add Trip Costs for more information) |
Cost Numbers | ||
| Cost Type | Auto Fill | Fills when adding cost to trip (see How to Add Trip Costs for more information) |
| Supplier/Partner | ||
| Notes | ||
| Currency | ||
| Conv. Rate | ||
| Nett (Base) | ||
| Factor | ||
| Nett (Org.) | ||
| Nett (USD) | ||
| Margin (%) | ||
| Margin ($) | ||
| Rack | ||
| Edit Cost | ||
| Delete Cost | ||
| Bill | ||
| Split Bills | ||
Add Cost to Trip | ||
Field | Type | Descriptions |
| Type | List | Options are set in company's profile configuration |
| Supplier | List | Options are set in company's profile configuration |
| Currency | List | Choose original currency quote was made in |
| Conv. Rate | Auto Fill | Fills in once currency is chosen |
| Nett (Base) | Numerical | Nett price (in original currency) from supplier |
| Factor | Numerical | Per person/ Per night factor (ex. 2 PAX = factor of 2) |
| Nett (Org) | Auto Fill | |
| Nett (USD) | Auto Fill | |
| Margin (%) | Numerical | Margin to mark up to present to client |
| Margin ($) | Auto Fill | Calculated based on Nett + Margin % |
| Rack ($) | Numerical | Total to be charged toward the client. Can be added manually: Calculate margin by clicking bolt. |
| Notes | Text | Internal notes on costs (not viewable by client). |
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