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How to Add Event-Level Decisions for Proposal Selection
How to Add Event-Level Decisions for Proposal Selection

How to set up an event-level Decision within a Proposal

Stephanie Gries avatar
Written by Stephanie Gries
Updated over 2 weeks ago

Event-Level Decisions let you feature 1-3 events from a Proposal, making it easy for clients to compare and select options like cabin types, resorts, and tours—all in one place. It’s also a great way to offer upsells, insurance, and add-ons to enhance their experience. 🎉

In this article, we'll walk you through how to set up an Event-Level Decision.

1. Create a Proposal within a Trip & Add the Events

First, create a Proposal in a Trip or use an existing Proposal. Add the events within the Proposal you would like to include within the Event-Level Decision.

💡Pro Tip: You'll be able to add 1-3 events within a Decision

If you accidentally created an itinerary, here's how to switch it to a Proposal instead.

2. Create a New Decision in the Trip

Once you have your Proposal events ready to go, create a new Decision in the Trip and create a title for the Decision.

3. Select the Proposal and 1-3 Events to Include in the Decision

Toggle to Events within the Decision and select the Proposal and 1-3 Events from that Proposal you want to display for your clients.

Once done, click Create Decision button.

4. Edit Decision Before Sending to Clients

Now, you can make any final edits to the Decision before sending it to your clients.

5. Send the Decision Off! 🎉

Once you're done, press Continue on the top right-hand corner and enter the client(s) email.

🎉 Once your client makes one selection, you'll be notified via email and you can access to view the selection directly in the trip.

💡 New to Decisions? We released Decisions at the end of 2024 so if you haven't had the chance to try it out yet, learn more by clicking here.

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