How to Create a Trip

Modified on Mon, 28 Oct at 9:30 AM


Welcome! Today, we'll show you how to Add a New Trip in the Oasis Travel Platform.

1.  On the left hand column under the Trips tab, click on Create.  Alternatively, click on the Quick Add button towards the top right, and click Create Trip.



2.  Enter a Trip Name and assign the Trip to a Lead Booking that should already exist. If not you'll need to create a new Lead Booking before creating a trip. Once complete, hit Add to continue.



Name Trip


3.  Here under the Trip Information section you'll see information to build out the trip under the Detail Tab. This will help capture meta data for trip search ability as well as drive other components of Oasis.


To Learn More About Trip Details Click Here!



Detail Tab


4.  On the Additional tab, the price includes and excludes can be added to the trip along with any additional contact.


To Learn More about Adding an Include/Excludes Template Click Here!



Additional tab


5.  Under the Content section is where custom content can be created. Each tab within the Content tab are for the different itineraries and all content editable using HTML content. Example is adding Agent Introductions.



Content tab


6.  Under the Image tab is where you can use or upload your own images, or browse our curated library of over 3 million images.



Images tab


7.  Under the Video tab is where you can add a hero video. Acceptable formats are from YouTube, Vimeo and TripClip. A handy link guide is in yellow.




Video tab


8.  Under the Flights tab you can add a flight either by the airline, flight number or departure date, or, if the flight you are looking for is not found in our system, you can manually add the flight. 



Note: Flights that are manually added will not receive automatic status updates



Flights tab


9.  Under the Systems tab, has options for how the itinerary will look and what you can show or hide from the itinerary. Links to unbranded itineraries can be found here as well.



Systems tab


10.  The Sharing tab you can see who the trip is shared with including the option to allow editing rights.


To Learn More About Sharing Trips Click Here!



Sharing tab


11. In the section below Trip Information you'll see the Itinerary section. Here you can add days either one by one or in bulk.



Add Days


12. If your trip spans over several days, just click on "Add Multiple Days" and a box will appear. Type in the number of days you want to add, then click "Add" to include them in your itinerary.



# of Days


13.  The default view is the Day View listing out the days allowing Content, Services, Accommodations and Meals to be added or edited.



Day View


14. The Item View gives you the description on the itinerary allowing you to directly edit descriptions, Day Titles, and Names.



Item View


15.  Detail View focuses on times and notes for transit, tours or any thing having a start and end time or location.



Detail View


16. List View gives a bulleted summary of the trip.



List View


17.  The Summary View displays a concise editable view of the Trip.



Summary View


18.  Clicking the Add tab displays a list where you can add items to itineraries, Meals, or include a Sample trip to clone over. You can also Remove All Itinerary days to start over and even add days.



+Add



Missing Content? Access the Quick Add Shade to add the missing content!




21. Now, with a few empty days added, start by adding titles to each day.



Title


22.  Next, lets add a Service to the day by clicking on the binoculars to the far right of that day.


To Learn More about Adding a Service Click Here!



Click the binocular icon for Services


23.  In the popup, you can explore the system database to find the desired service or activity. Adjust the duration of days required as well as the quantity needed. You can also choose to make it optional, which will include it on the itinerary as an aggregate option for the specified day. When adding a new cost, a second blank cost linked to the service or activity cost will be included. Opting to add a new cost will provide you with further options to customize the cost details. Once dialed in, click the add button to include it on the itinerary.



add service


24.  Below is an example of a service being added and an example of an optional service in orange.



Your service will be added here


25.  The Building icon lets you add a Accommodations to the itinerary.


To Learn More about Accommodations Click Here!



Click the Building icon for Accommodations


26.  In the popup, you'll see the same familiar options, fill in the details and click Add to include this Hotel Stay on the itinerary.



Add Accommodation


27.  Your Accommodations will be added under the Accommodations column.



Accommodation


28.  Now, click the Flag icon to add some curated Content to the itinerary.


To Learn More about Creating Content Click Here!



Content


29.  Beneath the itinerary, you'll discover the expenses linked with the trip. Any cost connected to one of the activities above, and its associated costs will be added here if the supplier is setup accordingly. Additionally, we provide the option to manually input costs into the itinerary using our convenient calculators under the Add button.



Costs


30.  We have several Calculators you can use to add costs. The Nett Cost calculator which factors in margin percent and Nett Base, Commission Cost Calculator, and the Cost Calculator used for existing costs or cost types. There is also a final option to import costs from another trip.


To Learn More about Calculators Click Here!


Calculators



A
nd that is how to create a new Trip on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.comWe love hearing from you and are always here to help. 

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