How to organize my templates in My Library?

✅ Filter templates by status to streamline your workspace
✅ Mark favorite templates for instant access
✅ Edit and update names, images, and status directly
✅ View, download, and share PDF versions of your trip diaries

🚀 Objective: Maintain a well-structured template library for smooth trip planning and seamless updates with TOs.

📂 Accessing your template library

Go to Trip Designer from the left-hand menu
Click on "My Trip Templates"

All your saved trip templates are displayed here, categorized by status

🧭 Using filters to organize templates

KOOB provides status filters to help you manage templates efficiently:

Status	Definition
✅ Available	Finalized templates that are ready for distribution to TOs
🛠️ In Progress	Draft templates still being built or edited
⏸️ Stand By	Deactivated templates, hidden from TOs but stored for future use

You can also use the search bar at the top to filter by template name.

💡 Tip: Use the status filter to quickly locate templates based on their readiness.

❤️ Marking and retrieving favorite templates

To prioritize frequently used or important templates:

Click the ❤️ heart icon on a template thumbnail

To view only favorites, activate the "Only Favorites" filter in the top banner

💡 Tip: Use favorites to build a shortlist of your go-to itineraries for quick access.

🔍 Viewing template details

To preview a template’s full itinerary:

Click the 🔵 Travel Diary icon on the template thumbnail

The client-facing travel diary will open with the full itinerary breakdown

To export it:

- Click the ☁️ Download icon in the top-right

- A PDF version is downloaded, ideal for offline use or client previews

💡 Tip: PDFs are perfect for verifying structure or sharing with TOs before publishing.

✏️ Editing and updating templates

To make changes to an existing template:

Filter by In Progress to find drafts
Click “Edit Template” on the thumbnail

A pop-up window appears, allowing you to:
- ✏️ Edit the template name
- 🖼 Update the illustration image
- 🔄 Change the template status (Available, In Progress, Stand By)

Click Edit Template again to reopen it in the Trip Designer and make itinerary-level changes

Update the main information on the pop up window ans click on "Update"

The Trip Designer opens, allowing you to modify the Trip template and save it again (see the section at the top of this article).

💾 Saving and publishing templates

After editing or updating your template:

Click “Update Template” to save your changes

Choose one of the statuses:
- ✅ Available → Ready to distribute to TOs
- 🛠️ In Progress → Still in draft mode
- ⏸️ Stand By → Temporarily deactivated

Click “Save as Template” to confirm the changes

💡 Tip: Keep only the most polished templates in “Available” to maintain a clean distribution flow.

Takeaways

✅ Streamlines trip creation with categorized templates
✅ Enhances accessibility with favorites and quick filters
✅ Provides full flexibility with name, image, and status editing
✅ Allows instant access to full itinerary previews via PDF export
✅ Improves TO experience by ensuring only up-to-date templates are visible

FAQ

Q: Can I remove a template completely?
🗑️ No, but you can set it to “Stand By” to hide it from TOs while keeping it archived.

Q: Can I download a template itinerary before publishing it?
📄 Yes! Use the download icon from the Travel Diary view to generate a PDF.

Q: Can I change a template’s image or name later?
✏️ Yes, click “Edit Template” and use the pop-up to update name and illustration.

Q: What does each status mean?
🔁 Available = ready to use / In Progress = editable draft / Stand By = deactivated

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