✅ Save a fully customized trip as a reusable template
✅ Add a name, image, and personalized tags
✅ Filter and manage templates directly from your library
✅ Archive unused templates without losing them
🚀 Objective: Learn how to save, manage, and retrieve templates in KOOB to streamline your trip creation workflow.
🟠 Saving a trip as a template
Once your trip is complete in the Trip Designer:
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Click 🟠 Save as Template (top-right corner).
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A pop-up window appears. Fill in the required fields:
| Field | Description |
|---|---|
| 🏷️ Template Name | Give the template a clear and recognizable name (e.g., Vietnam 10-day Adventure) |
| 🖼️ Illustration Image | KOOB auto-suggests images based on the trip, or click Import Image to upload your own |
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Click Save as Template to store the trip in My Library > Templates.
📌 Example:
A TO creates a Thailand Luxury Honeymoon trip and saves it as a template. They upload a photo of a beachfront resort and tag it Luxury Collection.
💡 Tip: Use descriptive names to find templates faster later on.
📚 Accessing saved templates in My Library
To find your saved templates:
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Go to 📂 Trip Designer in the left-hand menu.
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Click My Library.
- Click the "Templates" tab at the top-right
🧾 Grid layout elements in My Templates Library
| Field | Functionality |
|---|---|
| 🏷️ Template name | The title of the trip template, usually named based on destination or theme. Clickable to open preview or start trip creation. |
| 🏢 DMC provider | The name of the Destination Management Company that originally created or shared the itinerary. Helps identify the source. |
| ⏳ Trip duration | Number of days included in the itinerary (e.g., “7 Days”). Useful for comparing itinerary length. |
| 🗺️ Start/End locations | Displays where the trip begins and ends (e.g., “Start: Hanoi – End: Ho Chi Minh”). Helps match with client travel plans. |
| 📅 Creation date | The date the template was created or last updated. Useful for checking if the itinerary is still current or seasonal. |
📌 Note: Templates are stored permanently and can be reused and modified at any time.
🔍 Using filters to find templates quickly
KOOB provides smart filters to help you refine your search instantly.
Filters available
| Filter | Functionality |
|---|---|
| 🔤 Search by name | Find a template by its title |
| 📍 Location | Filter by departure or arrival cities/countries |
| 📆 Trip duration | Set a minimum and/or maximum trip length (in days) |
| 🏢 DMC name | Show templates provided by a specific DMC partner |
| 👤 Created by | Filter templates by the KOOB user who created them |
| 🎭 Theme/Segment | Filter by experience types (Adventure, Luxury, Family, etc.) |
| 🗺️ Start/End location | Filter by where the experience begins and ends |
| 🏷️ Trip tags | Filter using custom categories (e.g. “Winter 2025”, “Luxury”) |
📌 Example:
To find a “10-day Luxury Vietnam Tour”, apply:
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Country: Vietnam
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Duration: 10 days
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DMC: Easia Travel
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Theme: Luxury
💡 Tip: The Trip Duration filter is great for comparing itinerary lengths.
🏷️ Organizing templates using trip tags
You can create and apply custom tags to group your templates by theme, season, or client segment.
How to add tags ?
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Click the
tag icon on a template thumbnail
- In the pop-up, either:
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Select an existing tag
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- Type a new tag name (e.g. “Honeymoon”, “Corporate”, “Nature 2025”)
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- Click "Create a new tag"
- Click "Save" to apply
📌 Example: Use the tag “Winter 2025” to group all templates relevant to that season.
💡 Tip: Only TO Admins can create new organization-wide tags.
❤️ Marking a template as a favorite
To keep frequently used templates at the top of your list:
- Click the ❤️ heart icon on the template thumbnail
- The template is marked as Favorite
- Use the "My Favorites" filter to view only these templates
📌 Example: A 7-day Bali honeymoon package can be favorited for quick access year-round.
💡 Tip: Use Favorites to create your shortlist of best-sellers.
🔍 Viewing template details
To preview the full structure of a saved template:
- Click the
details icon (or blue “Travel Diary” icon)
- A detailed Travel Diary is displayed :
📋 General Information
| 🧾 Element | 📌 Description |
|---|---|
| 🏷️ Trip Name | Displayed by default at the top of the travel diary. |
| 🏢 TO Logo | Tour Operator logo (if configured) shown on all pages. |
| 🌍 Country | Country visited during the trip. |
| 🚩 Start Location | City where the trip begins. |
| 🏁 End Location | City where the trip ends. |
| 📅 Duration | Total number of days and nights (e.g. 10 days / 9 nights). |
📆 Itinerary and daily program
| 🗓️ Element | 📌 Description |
|---|---|
| 📖 Day-by-day itinerary | Chronological breakdown of the itinerary (1 page per day). |
| 🔢 Day Number | Day index (e.g., Day 1, Day 2, etc.). |
| 📆 Date | Calendar date of the day’s activities. |
| 📍 Location | City or region where the activities take place. |
| ✏️ Description of the day | Detailed explanation of visits, transfers, or free time. |
| 🍽️ Meals plan | Indicates included meals (Breakfast, Lunch, Dinner). |
| 🗺️ Google Map with POIs | Interactive map showing Points of Interest per day (not shown in PDF). |
🏨 Accommodation Details
| 🏨 Element | 📌 Description |
|---|---|
| 🏨 Hotel Name | Name of the hotel for the day. |
| ⭐ Stars | Hotel classification (e.g., ★★★★☆). |
| 🗺️ Address | Full hotel address. |
| 🛏️ Room Name | Room category selected (e.g., Deluxe Twin). |
| 🕒 Check-in/Check-out | Dates and number of nights. |
➕ Daily options and extras
| Element | Description |
|---|---|
| 🧩 Options | Additional modules or extras added to that specific day (e.g., massage, local guide, entrance fees). |
📑 Summary sections
| 📌 Element | 📌 Description |
|---|---|
| ✅ Services Included | All services covered in the program: transfers, guides, entrance fees, etc. |
| ❌ Services Excluded | What’s not included: tips, insurance, optional excursions, personal expenses. |
📄 Exporting the Travel Diary as a PDF
To download the Travel Diary, simply click the orange ⬇️ download icon in the bottom-right corner of the screen.
💡 This version is ideal for sharing with clients before final confirmation or as a pre-departure document.
📌 Note: This helps verify that the template matches your client needs before launching it.
📦 Archiving templates to declutter your workspace
If a template is no longer active but may be used later:
- Click the 🗃️ "Archive" icon on the template thumbnail
- It will be hidden from the default view
- Use the "Show Archived" filter to retrieve it anytime
- You can restore an archived by clicking "Restore"
📌 Example: Archive “Japan Winter Tour” off-season, then reactivate it in November.
💡 Tip: Archiving = hiding, not deleting!
🧩 Using a saved template to build a new trip
To use a saved template for a new client:
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Open a Client Folder
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Click 🟠 Design a trip
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Choose 📌 From My Templates
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Select the template and modify it as needed
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Save the new version, proceed to modification or proceed to booking
💡 Tip: You can use templates for any client, and they remain editable without impacting the original.
📌 Next Step → See the article "How to build a trip using My Templates?" for a step-by-step guide.
Takeaways
✅ Save complete itineraries as reusable templates
✅ Add tags and images for clear categorization
✅ Use filters to find the right template instantly
✅ Mark frequently used templates as favorites
✅ Archive inactive templates to maintain focus
✅ Launch new trips from templates in a few clicks
FAQ
Q: Can I edit a saved template directly?
✏️ No, but you can duplicate it, modify it, and save a new version.
Q: Who can create trip tags?
🛠️ Only TO Admins can create organization-wide trip tags.
Q: Can I delete a template permanently?
🗑️ KOOB doesn’t allow full deletion, but you can archive templates.
Q: Can I use the same template for multiple clients?
🔁 Absolutely! Just click “From My Templates” when starting a new trip.