How to Create a Tour Template

A tour template is an itinerary that is not linked to a specific client. It contains the structure of a tour, such as days, destinations, activities, without personalized details like client names, exact dates, or prices.

Tour templates are designed to help you:

• Build quotes faster

• Reduce repetitive manual work

• Share tours online with the Share Tours Add-on

There 4 Ways to create a Tour Template.

1. Importing tour templates from Safaribookings

2. Creating a tour template manually

3. Copying a tour template

4. Saving a quote as a tour template

Importing Tour Templates from SafariBookings

If you have a SafariBookings account, you can import all your active tours in SafariBookings as templates in SafariOffice. Once your accounts are connected, the importing of tour templates will happen automatically.

Create your tours on SafariBookings first, and then these tours import as templates in SafariOffice. 

The activity section of your Tour Templates from SafariBookings need to be filled in manually. You only need to do this once and the template is ready for use.

Creating a Tour Template Manually

• Go to Tour Templates

• Click Create Tour Template button

• On the open tab, manually fill in the tour details. These include the tour title, tour type, countries visited, start and end destination.

• Click Create Template

• The template builder will open automatically

• Follow the builder steps 1 to 4 (Add day-by-day itinerary, pricing, preview & edit, and SAVE)

Difference between Tour Templates and Quotes

The table below highlights the key differences between tour templates and quotes:

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