Easily create a new version of an existing itinerary or template.
Duplicating an itinerary lets you quickly create a new version without starting from scratch, saving you time and effort. Use this feature when you want to:
👉 Base your proposal on an itinerary template
👉 Copy a colleague’s proposal
👉 Create a different version of an existing itinerary for a new customer
How to duplicate an itinerary or template:
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Go to the Dashboard
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Click the dotted itinerary menu on the far right of the itinerary you want to copy
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Select Duplicate
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Enter a name for the new itinerary, choose the currency, and set the status
- Select which data you want to include in the copied itinerary
Note: Pay attention to product pricing data — you can choose to include pricing from the inventory or from the current itinerary (this affects other product details, such as product attachments and notes). -
An itinerary copy will appear in your itinerary list, ready to edit
Dashboard > Itinerary dotted menu
Duplication settings (available in TripCreator V2)
