TOUR CHAIN MANUAL GUIDE - Duplicate an existing Booking

DUPLICATE AN EXISTING BOOKING

To streamline the booking process, our system allows you to duplicate existing booking codes. This feature is particularly useful when creating similar bookings, as it eliminates the need to manually enter all the details again. Please follow these steps to duplicate a booking code:

Select the Existing Booking/Product: Begin by locating and selecting the booking or product you wish to duplicate from the list of existing bookings. This will serve as the template for your new booking.
Click button "Copy" on the Booking and click New: Once selected, click the "Copy" button. This action will copy the booking details to your clipboard and automatically open a new tab in your web browser.
Go to NEW TAB and click Paste into the New Tab: Navigate to the newly opened tab. Here, you will find a blank booking form with the copied data ready to be pasted. Click the "Paste" button to populate the form with the details from the original booking.
Modify and Rename the Booking Code: The system requires each booking code to be unique. Therefore, you must modify the booking code in the new tab. Carefully review all the details of the booking and make any necessary changes to reflect the new booking's specifications. Then, rename the booking code to a unique identifier. Consider using a system that includes date, location, or other unique identifiers to aid in future retrieval.
Save the New Booking: After making all the necessary modifications and renaming the booking code, click the "Save" button. This action will create a new booking code in the system, effectively duplicating the original booking with your specified changes. The new booking will now be available in your booking list.

Important Considerations:

Ensure the new booking code is unique to avoid conflicts.
Double-check all details in the new booking to ensure accuracy.

This duplication feature saves time and minimizes errors, allowing you to efficiently manage your bookings."

Tour Chain Booking Flow

1. INFORMATION

Primary Task: Define high-level booking parameters and client details.

Key Actions: Enter the booking code, booking name, agency/market source, travel period, booking type (e.g., Leisure/Package), lead passenger info, and select the target selling currency.

2. PAX BREAK

Primary Task: Establish group size ranges and passenger tier structures.

Key Actions: Configure passenger count buckets (e.g., 1-1, 2-2, 3-6,...25-40) and define rooming/occupancy setups so cost and price breakdowns scale accurately across different group sizes. It is strongly recommended to link all group sizes at this stage so that complete rate variations can be accurately passed to and managed within Pax Management based on the exact number of passengers.

3. BUY PRICE

Primary Task: Build the itinerary cost structure by adding supplier's net rates.

Key Actions: Link specific itinerary services, hotels, flights, meals, guides, and miscellaneous fees (e.g., bank fees, water, gifts). System automatically aggregates supplier costs into the total Buy Price (Net Cost).

4. SELL PRICE

Primary Task: Apply markups and margins to establish commercial pricing using either a Markup Direct setup or predefined Markup Schemes.

Key Actions: Set percentage or fixed markups across services/modules, evaluate overall profit margins, and lock in the final Sell Price (Gross Quote) before distributing rates to the Pax Management Tab

5. PAX MANAGEMENT (Key Step of a Booking)

Primary Task: Assign specific traveler identities and passenger policies.

Key Actions: Map individual passengers to roles (Adults, Children, Tour Leaders), apply child discounts or Tour Leader exemptions, and verify final per-person rate adjustments.

6. DESCRIPTION

Primary Task: Apply designated templates to complete and format client-facing itinerary details, logistical notes, and presentation content.

Key Actions: Review and edit service descriptions, logistical notes, day-by-day inclusions/exclusions, and finalize the descriptive text generated on client proposals and itinerary links.