Indochina Airlines

Free Travel Itinerary Template for Advisors

Free Travel Itinerary Template for Advisors

The journey itinerary templates across the block are usually extraordinarily barebones, with no frills or enjoyable, or the flexibility to replace it to your journey company. We got down to resolve this subject by making a journey itinerary template you could copy for your individual private use or to make use of as a template to share together with your purchasers.

Our journey itinerary template is for vacationers or journey advisors who do not but want or wish to shell out the money for a journey itinerary builder.

I’ll stroll you thru a fast comparability of itinerary templates vs. itinerary builders, chat about what mannequin works finest for whom, and how one can use journey itinerary template.

Travel Itinerary Templates vs. Itinerary Builders

Sure. There are a number of fancy pants itinerary builders on the market. What the heck is that you simply ask? How is it totally different than a template? Here’s the brief model: a journey itinerary template is a static journey planning doc the place you plug in all of your wondrous journey particulars. An Itinerary builder is a dynamic journey planning (and quoting) app the place it could auto-populate provider data & pictures, has cell capacities (often), branding & co-branding, area masking, sync with CRMs, and different enjoyable doodads {that a} journey itinerary template doesn’t have.

If you need the lengthy model, you’ll be able to learn all about these variations (and get particulars on itinerary builders right here with an excellent comparability chart that can assist you consider your choices).

7 Reasons to Use a Travel Itinerary Template:

So why a journey itinerary template? Why would not gravitate towards the shiniest of itinerary-building packages? There are a couple of the explanation why you may use a journey itinerary template (versus an itinerary builder):

1. Travel itinerary templates are free

It’s exhausting to argue with a $0 price ticket . . . particularly once you’re simply beginning. So it is perhaps that you simply’re not able to tackle yet one more month-to-month expense at this level. (Oh hey, what startup prices am I referring to? These.) Who can blame you?

2. There’s little to no studying curve

If you are able to do primary lower and pasting, you should use a template with out having to study a program, relearn product updates, or marvel how one can import your itinerary information into your CRM. Sometimes our brains are drained, okay?

3. They’re nice in case you’re solely making a couple of one-off itineraries

If your itinerary planning quantity is low (no matter meaning to you), a template can get the job achieved simply high-quality for free and also you need not make investments $30/mo. for a instrument you will barely use.

4. You can delegate it

Read more: FREE Itinerary Template | Editable and Printable – 101 Planners

Do you’ve gotten an intern you are working with from a neighborhood college? Do you’ve gotten a brilliant however bored teen in the summertime who wants to remain busy? If so, possibly creating journey itineraries is one thing you’ll be able to delegate and also you’d slightly not pay for a program in case you need not.

5. Your TrIP-PLANNING-LOVING shopper CAN USE IT

Okay, so that you deliberate each flight and switch and lodge. You booked it. You invoiced them. You despatched them the paperwork they want. Maybe your companies finish there and that is okay. If that is the case, you’ll be able to at all times supply your purchasers a journey itinerary template that’s branded to your company, to allow them to fill it out to their coronary heart’s content material and embrace issues comparable to restaurant reservations and day journey concepts themselves.

6. Your shopper hates expertise

Are you working for a Luddite who believes cordless telephones qualify among the many ranks of “smartphones?” Someone who insists on a paper copy solely of all their journey plans? I do know a few of these individuals. I’m, at occasions, one in every of these individuals. And in case you’re planning a visit for them, a template is perhaps simply the factor for you to make use of. Because Luddites like to print off PDFs and pack them of their carry-on.

7. You hate expertise

I do know journey brokers whose CRM consists of manilla file folders, literal items of printed paper with shopper data (with which to fill mentioned file folders). And you realize what, it really works nice. If you don’t need any additional tech, a journey itinerary template could also be simply the factor.

8. You usually e book the identical/ or comparable itinerary

If you package deal journeys, you discover that you simply’re usually reserving comparable journeys or FITs, you’ll be able to create a template for every sort of your commonest journeys. The all that you must do is replace the dates & flight data and viola, you are achieved.

Limits of Travel Itinerary Templates

Okay, permit me to play satan’s advocate with myself. Here are a couple of limitations of journey itinerary templates:

1. Time (IS IT ON YOUR SIDE?)

They take a very long time. How do I do know this? Because I made one. Maybe one thing like coming into detailed data on excel paperwork relaxes you. If that is the case, you are gold. But on the finish of the day, utilizing a template goes to take a heckuva lot extra time to create than it could in case you’re utilizing an itinerary builder.

2. They’re static

No bells. No whistles. No flight updates. No push notifications. No group collaborations or merchandise that suppliers robotically import into your itinerary. It is usually a little clunky. You’re Gen Z kids or buddies might chide you for it. What you see is what you get.

That’s a abstract. But let me raise your spirits with (in the end) our customizable, downloadable, logo-able, journey itinerary template. It’s fairly snazzy if I could say so myself. Without additional ado:

HAR’s Free Travel Itinerary Template

Read more: Plan a trip to perfection with a vacation itinerary template

For this free itinerary template, you will have to have a Google Account (additionally free.) Here’s a quick video on the way it works, under.

Want to get a replica for your self? Easy, simply subscribe and obtain your very personal journey itinerary template to customise for your very personal!

If you need extra instruction, preserve studying. I break down the steps and dig deeper into the nitty gritty of getting your template rebranded and redesigned!

PSSST! Don’t see a spot to obtain the editable journey company marketing strategy template? Please refresh the web page.

Tips on Downloading & Customizing HAR’s Travel Itinerary Template

When you entry the hyperlink to the journey itinerary template, you must see this (under):

Copy the Travel Itinerary Template
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Just choose “make a copy” and you will be able to replace the template and make it your individual.

Once you’ve gotten HAR’s fancy pants journey itinerary template, the primary web page seems to be like this:

Free Itinerary Template for Advisors
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The tutorial video above provided you a fast have a look at updating your template. After you copy the template, you’ll customise it to your individual model. In the doc. But here is a abstract of how one can model it to your company (or journey!) If you wish to preserve the template in the same fashion, will probably be comparatively easy.

  1. Delete the primary, “sharing is caring” row
  2. Replace the header brand
  3. Change the colour scheme to your individual company model colours (the darkish navy and the orange, for instance)
  4. Be positive to undergo every spreadsheet web page to replace the emblem & branding colours.
  5. Rename the doc and put it aside as a template in Google Docs.

To do any of the steps under, you will have to be signed in to your Google account. You’re in? Great. Here are a couple of recommendations on creating your template:

1. Insert your personalized Logo & IMages

Read more: 8 Best Vacation Planners & Templates for Your Next Trip

On every web page of the worksheet, you will wish to insert your individual brand. Doing that is easy, however there are two methods to do it:

  1. Inserting picture “in cell:” Image should be sized earlier than importing into the cell. (This is what I did to insert the corporate brand).
  2. Inserting picture “over cell” You can resize the picture after you insert it, however it can have roughly the identical ratio because the cell. This the tactic I used for inserting the soccer picture within the video for the reason that ratio wasn’t fairly proper for the template.

You can see this within the video clip under!

2. Use hex coloration codes out of your model to replace the template

If you need your template to be 10,000% on model, just remember to get the colour proper out of your branding. To do that, you will wish to use your hex coloration code. I do know that will sound scary (at the very least it does to me . . . hex?! code?!) but it surely’s simple. Here’s how one can change the background and textual content coloration to your model:

3. export the template as a pdf to ship to your purchasers

Once you end your template, you’ll be able to enter in all of your shopper’s journey particulars and ship it off to their anxiously-awaiting inbox! Here’s how one can obtain the template:

4. Update: Fit Each Itinerary Day on One web page

Gosh darn, I forgot so as to add directions on how one can match every day/sheet of your journey itinerary onto one web page! This will make it look so much nicer once you obtain it right into a PDF for your vacationers. Here’s a fast gif on how to do this!

Your journey itinerary will actually be a sight to behold!

Questions? We’ve Got You Covered.

If you discover these steps a bit of cumbersome, try the journey itinerary builder comparability chart to see if that is extra your jam.

If you give the template a check drive and/or a facelift, give me a holler! I’d like to see how your itinerary seems or the way you prefer to tweak yours a bit of in another way. Drop me a line a whats up@hostagencyreviews.com or submit a remark under!

Editor’s Note: This put up was initially printed in Aug. 2019. It was up to date and republished on date listed above!

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