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Can I reuse itineraries for future trips/clients?
Can I reuse itineraries for future trips/clients?

Can I copy an itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a month ago

Yes, you can! Duplicating an itinerary for future use can be done in just a few small steps!

Here is what will be copied from one itinerary to a new one:

  • Itinerary

  • Trip dates

  • Location

Here is what is NOT copied:

  • Expenses

  • Bookings/Reservations

  • Discussions/Questions

  • Itinerary item tags

  • Trip price

  • Invites

1. Go to the Trip

On your Trips page, click on the trip that has the itinerary you'd like to copy. This will bring up the Trips View on the right-hand side.

2. Click on the itinerary

Click on the itinerary or proposal that you'd like to copy.

3. Click on the Copy Button

4. Select copy option

When copying an itinerary or proposal, there are three options:

  • To make a copy of the itinerary within a new Trip(meaning you will have two trips, each with the same itinerary in it)

  • To make a copy of the itinerary within an existing Trip

  • To copy the itinerary in the same Trip(meaning you will have two of the same itinerary with in the Trip)

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