How to Create a Template Travel Plan

Modified on Mon, 06 Feb 2023 at 02:37 PM

Planning -> Travel Plan

Creating a Travel Plan Template works for repeat travel routes and allocation of guests and attendees. Once a template is created, it can be later imported to other events to save time.

How to Create a Template Travel Plan

Start by clicking on Planning on the left side menu and select Travel Plan. Here you will see any existing travel plans with the option to Start Planning and view Default Plans.

Click on the Actions button located in the top right corner and select Default Plans. 

Here you will see any existing Plans that have been created with options to Create New Template and Continue Without Importing.

Existing plans can be imported to your event to save time and are covered in this article

Click on Create New Template and set a name or title for your template

Now the template has been created its time to add the required travellers / roles for the plan. 

Click on Add Required Traveller on the right side to begin adding attendees.

Begin typing the Guest Profile Group you wish to add attendees from. 

Once selected, you are able add roles from that group that are required for your event and Save Changes.

You can now make changes to the role that is required for the event such as start and end dates, travel and accommodation.

Please note: Start Dates allow you to select a time frame outside of the event dates. For example - If your event is due to start on Friday the 10th, applying a -7 to this role indicates they are required to be there 7 days before the event is due to start. The same applies to End Date where you can select how many days after the event this role is required to be there.

When you are happy with the roles you have allocated to the template across various Guest Profile Groups, if applicable, click on the Actions button in the top right corner and select Import This Plan.

The last thing to do is to select the Main Event Date and select the chosen departments to import.

Once you are happy, click on Import Plan to finalise the template.

You have successfully created a Travel Plan Template! You will now see the required roles on the Travel Plan page where you can allocate and manage the details before submitting for approval. 

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