A tour template is a reusable trip: the full plan — stays, visits, transport — with no dates and no client. Pick one later, give it a departure date and an inquiry, and it becomes an ordinary itinerary.
If you sell the same seven-night circuit twenty times a year, this is how you stop rebuilding it.
Two ways to make one
From a trip you've already built
The usual route, and the one to reach for first. Open the itinerary, open the More menu, and choose Save as Tour Template. Everything you've already built — stays, visits, transport — comes with it.
From scratch
Go to Tour Templates in the sidebar and click New Tour Template. You're asked for just enough to get started:
- Name — what you'll recognise it by in the list.
- Trip length — in days.
- Destinations — optional.
Then Create Tour Template. As the dialog puts it: you'll build the days out in the normal editor — so this only creates the shell, and the actual plan goes in through the same itinerary builder as everything else.
What gets left behind
When you save an existing itinerary as a template, Niti tells you plainly:
Saved as a template. Client details and markups were left behind.
That's the important bit. The template keeps the shape of the trip, not the specifics of the person who bought it or the margin you charged them. Both are re-applied when the template is used, so a template can't leak one client's details — or your pricing to them — into the next sale.
Templates get their own reference prefix, TPL- rather than ITN-, so
they're easy to tell apart.
Dates become a length
A template has no calendar dates. Instead of Travel Dates, the builder shows Trip Length, set in days — you're planning by day number, and the real dates get attached when someone uses it.
Everything else works exactly like a normal itinerary, so you edit a template in the same builder, with the same sections.
Managing them
The Tour Templates page lists each one with its reference, length and when it was last priced, with Use this, Edit and Delete.
Tips
- Build the trip for a real client first, then save it. A template built from something you actually sold is better than one written in the abstract.
- Re-price your templates periodically. The card shows when each was last priced, and supplier rates move.