How to create a new trip template ?

✅ Build reusable itineraries ready for TO customization
✅ Structure trips with compatible experiences, hotels, and options
✅ Activate KOOB’s compatibility and pricing engine for real-time accuracy
✅ Enhance visibility of your products and reduce TO questions
✅ Enable quick trip generation from marketplace or client folders

🚀 Objective: Create pre-structured trip templates that TOs can use, modify, and book with ease.

📂 Accessing the Trip Designer

Click on 📂 Trip Designer (left-hand menu)
Click 🟠 "Design a Trip" to start a new template

In the initial pop-up, fill out:

🧾 Field	📌 Description
🏷️ Template Name	Give your itinerary a clear and recognizable name
🌍 Program Country	Choose the country for this itinerary
🏙️ Start Location	First city of the itinerary
🏁 End Location	Last city of the itinerary
📅 Departure Day	First day on-site (KOOB uses this to trigger correct pricing period) (excluding international departure)
⏳ Number of Days	Duration of the trip (KOOB adjusts automatically if you add longer modules)
👥 Min & Max Pax	Minimum and maximum number of travelers accepted

💡 The Trip Designer interface will load with your parameters pre-set.

💡The "Departure Date" is used by KOOB to retrieve correct hotel and experience prices based on TO validity periods and automatically apply your DMC margin.

🧭 Understanding the Trip Designer Interface

Left panel: the day-by-day timeline where you build the itinerary
Right panel: an interactive map view and access to experiences

Within the timeline, you’ll see:

Daily structure with weekday and date
Zones for adding programs and accommodations
KOOB auto-adjusts the timeline if you add a module that exceeds the initial trip length

💡 You can always click on a component’s title in the timeline to open its DMC factsheet.

💡 You can add extra days before, after, or between programs by clicking the ➕ buttons. KOOB will update the structure and dates automatically.

🧩 Adding Programs

To add an experience:

Click “Add Program” in the desired day section
Click on a city from the map, or switch to list view

🔍 Program Filters

Use the filters to narrow your search

Filter	Description
🔤 General search	Search by title, region, city, highlights, or itinerary keywords
🏙️ Start/End Location	Filter by experience departure/arrival city
🌍 Countries	Filter by country
🎭 Experience themes	Nature, Culture, Gastronomy, Adventure, etc.
🎯 Segments	Private, Join-in, Leisure, Exclusive, Active, etc.
⏳ Duration	Define min/max duration in days
💰 Price range	Define min/max price range
👤 With/Without guide	Display guided or non-guided experiences

💡 Results update instantly. Each thumbnail shows themes, segment, duration, location, and DMC.

When you find the related program, click "Select":

KOOB auto-fills the itinerary with the correct number of days

You choose which day slot to insert the program

You can then configure available options and accommodations

➕ Managing experience options

KOOB supports three types of options to customize your trip:

Type	Description
🧭 Global options	Applied to the entire trip (e.g., private guide for the full program)
📅 Day-specific options	Applied to a specific day (e.g., massage on Day 3, cooking class on Day 4)
🌐 Cascading options	Secondary options that depend on a primary option being selected (e.g., select "City Tour" → then choose between “Bike” or “Walking”)

To add or manage options:

Click “Manage Global Options”

Click "Add option" on the desired option and "Save"

To add Day Options, click “Manage Day X Options” in the timeline

A pop-up opens to select:

Available options

- Quantity (e.g., 2 seats, 4 massages)

Click Save to confirm

🏨 Adding accommodations

Types of accommodations in a program

Accommodation Type	Description
✅ Hotel Included	The accommodation is included by default in the program and its price. The TO cannot deselect it.
❌ Hotel Excluded	The program does not include the hotel, but the DMC can still suggest default hotels to guide the TO.
🚢 Night on Board	The accommodation is onboard a transport (e.g., sleeper train, cruise, boat cabin) and auto-filled.
🚫 No Accommodation	No accommodation is needed or possible on this day (e.g., overnight transport, or early airport transfer).
🆓 Free Accommodation	The TO is free to choose any hotel from the KOOB Marketplace. No default hotel is set by the DMC.

You can add a hotel by:

Clicking “Select accommodation” in the daily timeline

The system shows default hotel suggestions from the experience settings (pop up)

Click "Yes, Continue" to confirm the suggestion from the Map

To select a different hotel:

Click "Search hotels" in the top-right of the banner

Or click "Yes, Continue" to confirm the suggestion from the List

💡 You can copy/paste a hotel into the next day using the copy icon in the timeline — useful for multi-night stays.

🔄 KOOB Compatibility Technology

KOOB automatically highlights the best experience combinations based on your previous selections:

Color	Meaning
🟢 Green	Best matches – highly recommended for operational flow
🟠 Orange	Compatible – works, but not optimal (Required options may apply)
🔴 Red	Incompatible – blocked due to time/location conflicts

💡 Compatibility updates in real-time as you build, helping you make the best choices for flow and logistics.

💰 Reviewing pricing

KOOB calculates trip pricing dynamically:

Element	Description
💸 Experience total	Sum of all experience modules added
🏨 Hotel total	Sum of all accommodations selected
📊 Final price per pax	Auto-calculated based on base category rooms and applied margins

📌 Displayed in the top-right of the Trip Designer ("Price From") based on the lowest room category. The final price may vary depending on TO room selections during booking.

💾 Saving your trip as a template

Once the trip is ready:

Review the itinerary for accuracy
Click “Save as Template”

Enter the template name
Select the status

- "Available": those ready for distribution to Tour Operators
- "In Progress": those in the process of being edited or not published as available
- "Stand By": those deactivated and not available for distribution to tour operators.

Upload or select a banner image (KOOB suggests images from your content)

Your template will now appear in My Trip Templates.

You can now make it visible and bookable to your connected TOs : How to set up margins and visibility for my distributed Trips templates?

TUTORIAL VIDEO

Takeaways

✅ Create structured, reusable trips in just a few clicks
✅ Ensure compatibility and optimize the itinerary flow
✅ Customize the experience with cascading, daily, and global options
✅ Use "+" buttons to insert extra days or space between modules
✅ Copy/paste hotels easily for multi-night stays
✅ Let KOOB auto-update timeline length when you add longer programs
✅ Departure date ensures correct pricing is retrieved from TO rate periods
✅ Save and share templates for TOs to book or customize instantly

FAQ

Q: Can TOs edit my template after I publish it?
✏️ Yes, TOs can adjust, customize, and save their own versions.

Q: What happens if a TO chooses a more expensive hotel room?
💵 The "price from" shown is based on the lowest room category — actual pricing may be higher depending on their choice.

Q: Can I copy a hotel or experience from one day to another?
📋 Yes! Use the copy/paste icon in the timeline to duplicate a module.

Q: What if the program I add is longer than the original timeline?
🔁 KOOB automatically extends the itinerary and adjusts dates.

📌 Need help? Visit the KOOB Knowledge Base or contact KOOB Support 🚀