Package builder — step-by-step
Basics, group, itinerary, stays, documents, and share.
Time
8 min read
Steps
6 actions
Level
Intermediate
For
Itinerary planner
What you'll achieve
A complete draft itinerary with stays, policies, and documents ready to share or publish.
Before you start
- →Created package
- →Active App Design
Step-by-step instructions
- 1
1. Package basics
Set tour name, destination, start/end dates, and optional tagline. Dates drive day count in itinerary.
- 2
2. Group & inclusions
Define max travelers, inclusions/exclusions, cancellation policy, and pricing hints for internal use.
- 3
3. Day-by-day plan
Add activities per day with times, locations, and notes. Reorder days or activities as needed.
Pro tipKeep activity titles short — they show on the traveler app timeline. - 4
4. Hotels & check-in/out
Add properties with check-in/check-out dates aligned to itinerary days. Multi-hotel tours are supported.
- 5
5. Traveler documents
Attach vouchers, PDFs, or links travelers need. Upload via presigned storage — files stay private to your agency.
- 6
6. Share quote & launch
Create proposal links, preview as client, and access publish controls. Publishing is covered in a separate guide.
Open in TourPulse
Troubleshooting
Common questions for this workflow.
- Days not matching hotels?
- Align stay check-in/out dates with itinerary day numbers on the Stays step.
Continue learning
- Sales & quotesBeginner
How to share client quotes
Email, SMS, WhatsApp, copy link, and PDF — before you publish.
5 min · 5 stepsRead guide → - BillingIntermediate
How to publish a departure
Go live, billing, and what happens for travelers.
5 min · 5 stepsRead guide → - PackagesBeginner
How to create a tour package
Templates, blank packages, and Excel import.
4 min · 5 stepsRead guide →
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