Tour Manager

Key Concepts

The list

• Stat cards — total tours, variations, active and featured (over all tours, not just the filtered ones)
• Search — matches a tour’s name, code or city
• Filters — Theme and Type (your vocabulary), and an Active Only / Show All toggle
• Views — table, cards or compact list
• Header — Add Template, the Import / Export menu, Browse Tours (opens Tour Inventory) and ← Rates Hub

The table has the columns Template, Type, Duration, Cities, Variations, Status, Actions. Each tour’s actions are Edit days (the calendar icon), Edit, Duplicate and Delete; the card and compact views offer the same.

Creating a tour

1. Add Template

Add Template opens a form in three steps:

1. Basic Info — name, code (made for you if left blank), type, theme, duration, cities, physical level, short and long description, Featured and Active.
2. Details — highlights, main attractions (searchable), the Day-by-Day Itinerary, inclusions and exclusions, and who it is best for.
3. Variations — tick the tiers to start with, private or shared for each.

Create Template & Variations saves the tour and its first variations together. A tour has no image field: pictures arrive through the tours sheet (Image URL, Gallery URLs).

2. Duplicate an existing tour

Duplicate copies a tour’s details and days under a new code, named “… (Copy)”. Its variations are not copied: add them to the copy.

3. From a B2B quote in the Quote Builder

Saving a trip in the Quote Builder in B2B mode makes a tour from it once the B2B quote is saved, with a variation at the trip’s tier, and opens the B2B Calculator on that variation (see Converting Itineraries to B2B). There is one such tour per itinerary, coded TPL-<itinerary code>.

4. From a spreadsheet

Many tours at once come in through the Import / Export menu: a tours sheet (one row per tour) and a days sheet (one row per day), linked by the tour’s code. Import the tours first, then their days.

Editing the days

Edit days (the calendar icon) opens the tour on its Details step, at the Day-by-Day Itinerary. Add, edit or remove a day there; for each one you set:

• the city and the night — hotel, cruise, none, or in transit
• the three meals — included, at a restaurant, or not provided
• attractions, picked from your entrance fees, and activities
• travel — a flight, train or sleeper and its route, a day trip from another city, the sightseeing length, and the day’s transport
• a hotel per tier when the tour names its hotels

Fill from a block starts a day from one of your Day Blocks (Settings → Day Blocks). A preview shows what the day’s transport will cost. Press Update Template to save.

Managing Variations

In the table view, expand a tour to see its variations. Each shows:

• the variation name, coloured by its tier
• private or shared, and the passenger range
• an edit icon — change or delete the variation
• a calculator icon — opens the B2B Calculator on this variation
• Options — the optional services and upgrades this variation sells

Add Variation (or Add Variations on a tour with none) opens a list of your tiers: tick one or several, choose private or shared for each, and create them. Passenger range, vehicle, accommodation and meal level come from each tier’s defaults. A tier the tour already has is skipped, and the message says so.

The edit icon on a variation changes its name, private or shared, passenger range and Active, or deletes it (its options and pricing go with it). If B2B quotes or departures were made from it, you are told how many and asked again: they keep their own prices but no longer link to it. The tier cannot be changed — add a variation at the other tier instead.

Active and Featured

• Active — listed in Tour Inventory and offered when you create a departure.
• Inactive — left out of both, and hidden here until you switch Active Only to Show All. Its variations can still be priced in the B2B Calculator.
• Featured — a star badge, counted in the Featured card, and listed first in Tour Inventory.

Tour Inventory

Tours → Tour Inventory (or Browse Tours) is the catalogue as the team browses it — inside the app, not a public page. It lists your active tours, featured first, with cards for the number of packages, how many have a price, the categories, and the lowest starting price.

• Search by name, description or city; filter by tier (your tiers) and category (theme).
• Each card shows the cities, tiers, passenger range and duration; its price loads a moment later, in your currency.
• View Details opens the tour: description, highlights, the day-by-day itinerary, what is and is not included, and a price for the number of travellers, travel date and passport type you choose (worked out by the B2B Calculator).

Scheduling Departures

A tour is the what; Tour Departures (Operate → Tour Departures) is the when. A departure is created on one of your active tours (or under a name of its own). See Tasks, Departures & Capacity.