All Collections
Managing Your Trips
Tips and Tricks
How to create and copy a template trip?
How to create and copy a template trip?

Learn how to quickly copy a trip for easy invoicing purposes.

Updated over a week ago

Set up your invoice template

Create your template trip with appropriate photos, information, etc. Here's an example of what it could look like:

Publish the template.

Copy the template trip

This will create an identical copy of the template trip - text, photos, and even the participant questionnaire that you set up in the Participant Info section will also be automatically copied and added to your new trip. 

Start to edit the copied trip immediately in the new tab or click on "Drafts" >> “Finish Trip” for the copy that was just created. IMPORTANT: if you are using a mobile device to copy the trip, please make sure to disable pop-up blockers in your mobile settings to be able to edit the trip right away without any issues.

Add the customer name to the title and set the correct dates:

Click on “Trip Description” and add the customer’s first name. You can always modify your trip description, photos, and other details even in more depth.

Click on Price and enter the Price & Deposit - then click on “Publish”:

Repeat as many times as needed!

Did this answer your question?