✅ Create trips from scratch or using saved templates
✅ Explore and reuse templates shared by DMCs
✅ Manage all your drafts and confirmed trips in one place
✅ Apply filters and tags for fast itinerary access and management
🚀 Objective: Understand how the Trip Designer is structured and how to efficiently navigate its three main sections: Design a Trip, DMC Templates, and My Library.
🧭 Overview of Trip Designer sections
| Section | What you can do |
|---|---|
| ✏️ Design a trip | Start a new itinerary from scratch, from your templates, or from a DMC template |
| 🗂️ DMC templates | View and adapt itineraries shared by your DMC partners |
| 📚 My Library | Access your own saved templates and confirmed trips |
📌 Key sections of the Trip Designer
Within the Trip Designer, you'll find three clearly defined sections to streamline itinerary creation and management:
✏️ Design a trip
This is the main creation hub.
When you click on "Design a trip" (top-left orange button), you can choose one of the three starting modes:
- From Scratch → Build your own itinerary step-by-step
- From My Templates → Reuse one of your saved formats
- From DMC Templates → Use a DMC-provided base itinerary
💡 Tip: Frequently booked itineraries can be saved as personal templates, making future trip creation faster and simpler.
🗂️ DMC Templates
This section shows all the templates created by your DMC partners and shared with your account.
Each template thumbnail includes:
|
🖼 Trip image 🏷️ Trip name 🌍 Destination city 🕒 Duration in days 📅 Last update 🧭 Provider name (DMC) 📄 Blue icon → Preview the full trip content before using it 🟠 "Design trip" button → Open the template and customize it |
 |
🔎 Filters above the list let you narrow results by:
| Filter | Description |
|---|---|
| 🔎 Search | Use the free text bar to type a trip or template name, city, keyword, or even DMC name. Ideal for quick access when you know what you're looking for. |
| 📍 Location | Filter by city, country where the trip takes place. Example: Select "Bangkok" to view all programs in that area. |
| 🕒 Duration | Choose a number of days to match your client's travel timeframe. Useful for filtering half-day, short or long itineraries. |
| 🧭 DMC name | View only trips or templates from a specific Destination Management Company. Example: Show all templates from "Easia Travel Vietnam". |
| 🧳 Experience themes | Filter by themes like Nature, Family, Hiking, Cycling, Honeymoon, Cruises... to match your client's interests. |
| 🎯 Experience segments | Select segments such as Private, Join-in, Leisure, Active, Exclusive to target the right travel format. |
| 🧍♂️ With/without guide | Display only itineraries that include a guide or are designed to be unguided/self-guided. |
| 🧭 Departure / Return location | Narrow your search by specifying where the trip starts and ends. Example: Departure = Hanoi, Return = Ho Chi Minh. |
💡 Tip: You can combine multiple filters to refine your search with precision. For example:
→ Search “Thailand” + Duration = 8 days + Without Guide + Theme = Culture
→ This will show only relevant cultural itineraries that match all these parameters.
📚 My Library
Features of My Library include:
-
Advanced filters and search capabilities to quickly locate itineraries.
-
Tagging and favorites to better organize and manage trips and templates.
-
Simple editing and duplication features for effortless trip adjustments.
This section organizes your own saved content in two tabs:
-
📁 Templates Tab – Reusable trip structures you've saved
-
🧳 Trips Tab – Confirmed or draft itineraries linked to client folders
📁 Templates tab
🔍 Filters
| Filter | Functionality |
|---|---|
| 🔤 Search by name | Search a template by its title |
| 📍 Location | Filter templates based on city or country |
| ⏳ Trip duration | Filter by number of days in the itinerary |
| 🧭 DMC name | Show templates created by a specific DMC |
| 👤 Created by | Filter by the KOOB user who saved the template |
| 🛫 Departure/Return | Filter based on trip departure and return locations |
| 🎤 With/Without guide | Show templates that include or exclude a guide |
| ❤️ Favorites | Display only your favorite templates |
| 📦 Archived / Available | Filter by template status: active or archived |
| 🏷️ Trip Tags | Search using custom tags (e.g. "Luxury", "Winter Specials") |
🧾 Thumbnail icons
| Icon | Functionality |
|---|---|
 Travel Diary |
Preview the itinerary in PDF format (client-facing) |
 Tag icon |
Add or edit tags to classify templates (e.g. “Family”, “Classic”) |
 Favorite icon |
Add the template to your Favorites list |
|
|
Use this template to start building a new itinerary |
|
Archive icon |
Archive the template (still retrievable with filters) |
Design trip button
🧳 Trips tab
🔍 Filters
| Filter | Description |
|---|---|
| 🔎 Search | Use the free text bar to type a trip or template name, city, keyword, or even DMC name. Ideal for quick access when you know what you're looking for. |
| 📍 Location | Filter by city, country where the trip takes place. Example: Select "Bangkok" to view all programs in that area. |
| 🕒 Duration | Choose a number of days to match your client's travel timeframe. Useful for filtering half-day, short or long itineraries. |
| 🧭 DMC name | View only trips or templates from a specific Destination Management Company. Example: Show all templates from "Easia Travel Vietnam". |
| 🧳 Experience themes | Filter by themes like Nature, Family, Hiking, Cycling, Honeymoon, Cruises... to match your client's interests. |
| 🎯 Experience segments | Select segments such as Private, Join-in, Leisure, Active, Exclusive to target the right travel format. |
| 🧍♂️ With/without guide | Display only itineraries that include a guide or are designed to be unguided/self-guided. |
| 🧭 Departure / Return location | Narrow your search by specifying where the trip starts and ends. Example: Departure = Hanoi, Return = Ho Chi Minh. |
🧾 Thumbnail icons
| Icon | Functionality |
|---|---|
 Trip Conversations |
Access Trip Conversation chat and documents linked to this trip |
| Travel Diary |
Open the detailed travel itinerary (client-facing PDF) |
 Pricing icon |
View the full trip pricing: hotels, activities, extras |
| Tag icon |
Add/edit tags to categorize trips (e.g. "VIP", "Group", "Winter 2025") |
| Favorite icon |
Mark the trip as a favorite for quick retrieval |
📌 Note:
"My Library" ensures quick access and efficient management of all your trip resources in one place.
💡 Tip:
Use custom tags to easily categorize trips by themes, client segments, or pricing levels for faster retrieval.
🚩 Additional features within the Trip Designer
✅ Trip Pricing Details: Clearly see pricing breakdowns before finalizing trips.
✅ Travel Diary ("Carnet de voyage"): Generate professional client-ready itineraries.
✅ Co-construction with DMCs: Directly collaborate and refine itineraries with your DMC partners.
✅ Messaging System: Communicate seamlessly with DMCs and suppliers directly from within the Trip Designer.
Takeaways
✅ The Trip Designer is split into 3 clear sections: trip creation, DMC templates, and personal library.
✅ You can start a trip from scratch, reuse DMC templates, or use your own saved templates.
✅ Use filters, tags, and favorites to organize your library.
✅ Trips and templates are visually distinct but follow the same preview/edit flow.
✅ You can archive old templates and retrieve draft versions later from the Client Folder.
FAQ
Q: What’s the difference between Trips and Templates in My Library?
🗂️ Templates are saved structures for reuse. Trips are confirmed or draft itineraries tied to real clients.
Q: Can I preview a template before designing it?
👁️ Yes, click the blue icon on the thumbnail to see full itinerary details.
Q: Can I organize templates with tags and favorites?
🏷️ Absolutely. Use the orange tag icon to categorize, and the red heart to favorite them.
Q: Where can I find trips I saved but haven’t sent to a DMC yet?
💾 They’re in the Trips tab, marked as Drafts inside the associated Client Folder.
Q: Can I modify a DMC template before booking?
✏️ Yes! You can delete modules, update durations, add new experiences, and even save the result as a new template.
Related articles
- How to request access to the Trip Designer?
- How to create a new client folder ?
- How to add an extra guest to an existing client folder?
- How to connect to a DMC through KOOB?
- How to know if a DMC has accepted my connection request?
📌 Need help? Visit the KOOB Knowledge Base or contact KOOB Support 🚀