Trip Builder

The Trip Builder is designed to streamline building trips within Groupdesk.
  • Groupdesk's Trip Builder requires you to use existing catalogs

  • You will save your trip at every step

  • You can skip steps if necessary

  • You cannot re-access your Trip via the Trip Builder if you close or exit

How to access the Trip Builder

From the Home Page

  1. Click on the Hamburger Nav button in the top right corner of your Groupdesk screen.

  2. Select Trip Builder from the menu

  3. The Launch page of the Trip Builder will open

From an Existing Trip Record:

  1. Open an existing Trip Records Overview module.

  2. Click the Edit in Trip Builder button on the bottom left corner.

  3. This will launch the Trip Details page of the Trip Builder

Trip Builder Launch Page

When you open the Trip Builder, you will start on the Launch Page. Click the Launch Trip Builder button to begin building you trip.

1. Trip Details

Begin building your trip on the Trip Details page. All the required fields are the same as building a trip in the Trip Record's Overview Module. For more information on required fields, please click here.

Enter all required information and then click the Create button.

Trip Details Page

2. Trip Planner

After you have completed the Trip Details page, you will arrive at the Trip Planner page.

This is where you can add an existing Trip Planner or create a new Trip Planner contact.

Add an existing Trip Planner by searching in the search field.

  1. Type their name into the search field

  2. All contacts that meet your search criteria with a Trip Planner association will appear in a drop down menu.

  3. Select your Trip Planner and refresh your page

  4. Your Trip Planner will be added to the Trip Record

Search for a Trip Planner

Create a New Trip Planner Contact

  1. Select the + button to the right of the search field, this will open a contact record overview.

  2. Enter the required information to create your contact. The Trip Planner association will populate and cannot be removed. For more information on required fields for contacts, please click here.

  3. Click theCreate button and refresh your page.

  4. Your new Trip Planner contact will be added to the Trip

Create a New Trip Planner Contact

Once you have added all necessary Trip Planners to your trip or if you do not wish to add a Trip Planner, Select Step 3 - Transportation from the side menu, or use the arrows in the Top right corner of the Trip Builder to navigate to the next page.

To remove an added Trip Planner contact, click on the Trash can icon to the right of their name.

3. Transportation

This is where you can add or create a flight or transportation inventory.

To Add an Existing Transportation Inventory

  1. Start typing your Inventory name into the search field

  2. All Flight/Transportation Inventories that meet your search criteria will appear.

  3. Select the Inventory you wish to add

  4. You then have the option to review the Inventory Details, Segments and Pricing before moving on. Click on the names of the pages to navigate between them.

If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 4 - Accommodations tab on the left side.

Search for Existing Transportation Inventory
Edit and/or Review existing Transportation Inventory

Create a New Transportation Inventory

  1. Select the + button to the right of the search field, this will open a transportation inventory record overview.

  2. Use the Flight/Bus toggle to navigate between creating a Transportation or Flight Inventory

  3. Fill out all the required mandatory fields. For more information on Mandatory fields for a Flight or Transportation Inventory click here.

  4. When you have entered all your information, click Create

  5. Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Transportation segments, please click here. For More information on Flight segments, please click here.

  6. Complete all the mandatory fields and click the Add button. Repeat until you have added as many segments as necessary for your Inventory.

  7. If necessary, add pricing for your Inventory by clicking the Edit button above the pricing matrix.

  8. If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.

  9. Once you have reviewed your Pricing use the navigation arrows to proceed to the next step, or add as many inventories as is necessary.

Create a New Transportation/Flight Inventory
Flight/Transportation Inventory Toggle
Add a Segment
Add Pricing

To remove an added Inventory, click the Trash Can icon to the right of the inventory name

4. Accommodations

This is where you can add or create a Hotel Inventory to your trip.

Add an Existing Hotel Inventory

  1. Start typing your Inventory name into the search field

  2. All Hotel Inventories that meet your search criteria will appear.

  3. Select the Inventory you wish to add

  4. You then have the option to review the Inventory Details, Segments and Pricing before moving on. Click on the names of the pages to navigate between them.

If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 5 - Add On's tab on the left side.

Search for Existing Hotel Inventory

Create a New Hotel Inventory

  1. Select the + button to the right of the search field, this will open a Hotel Inventory record overview.

  2. Fill out all the required mandatory fields. For more information on Mandatory fields for a Hotel Inventory click here.

  3. When you have entered all your information, click Create

  4. Click the Add Segment button in the top right to add the segment for your Inventory. Add your Occupancy and select your Room Types available. For more information on Hotel segments, please click here.

  5. Complete all the mandatory fields and click the Add button. Repeat until you have added as many segments as necessary for your Inventory.

  6. If necessary, add pricing for your Inventory by clicking the Edit button above the pricing matrix.

  7. If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.

  8. Once you have reviewed your Pricing use the navigation arrows to proceed to the next step, or add as many inventories as is necessary.

Create a New Hotel Inventory
Add a Hotel Segment
Edit and Review Pricing

To remove an added Inventory, click the Trash Can icon to the right of the Inventory name.

5. Add On's

This page is used to add or create any Other Inventories.

Add an Existing Other Inventory

  1. Start typing your Inventory name into the search field

  2. All Other Inventories that meet your search criteria will appear.

  3. Select the Inventory you wish to add

  4. You then have the option to review the Inventory Details, Segments and Pricing before moving on. Click on the names of the pages to navigate between them.

If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 6 - Insurance tab on the left side.

Search for an Existing Other Inventory

Create a New Other Inventory

  1. Select the + button to the right of the search field, this will open an Other Inventory record overview.

  2. Fill out all the required mandatory fields. For more information on Mandatory fields for an Other Inventory click here.

  3. When you have entered all your information, click Create

  4. Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Other segments, please click here.

  5. Complete all the mandatory fields and click the Add button. Repeat until you have added as many segments as necessary for your Inventory.

  6. If necessary, add pricing for your Inventory by clicking the Edit button above the pricing matrix.

  7. If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.

  8. Once you have reviewed your Pricing use the navigation arrows to proceed to the next step, or add as many inventories as is necessary.

Create a New Other Inventory
Add a Segment
Edit and Review Pricing

To remove an added Inventory, click the Trash Can icon to the right of the Inventory name.

6. Insurance

Add an existing or create a new Insurance Inventories

Add an Existing Insurance Inventory

  1. Start typing your Inventory name into the search field

  2. All Insurance Inventories that meet your search criteria will appear.

  3. Select the Inventory you wish to add

  4. You then have the option to review the Inventory Details, Segments and Pricing before moving on. Click on the names of the pages to navigate between them.

If you do not wish to edit or review your Inventory, you can move on to the next step by using the navigation arrows or clicking on the 7 - Inclusions & Exclusions tab on the left side.

Search for an Existing Insurance Inventory

Create a New Insurance Inventory

  1. Select the + button to the right of the search field, this will open an Insurance Inventory record overview.

  2. Fill out all the required mandatory fields. For more information on Mandatory fields for an Insurance Inventory click here.

  3. When you have entered all your information, click Create

  4. Click the Add Segment button in the top right to add the segment for your Inventory. For more information on Insurance segments, please click here.

  5. Complete all the mandatory fields and click the Add button. Repeat until you have added as many segments as necessary for your Inventory.

  6. If necessary, add pricing for your Inventory by clicking the Edit button above the pricing matrix.

  7. If you have added pricing in the Pricing matrix, click Save For more information on Inventory pricing, click here.

  8. Once you have reviewed your Pricing use the navigation arrows to proceed to the next step, or add as many inventories as is necessary.

Create a New Insurance Inventory
Add an Insurance Segment
Edit and Review Pricing

To remove an added Inventory, click the Trash Can icon to the right of the Inventory name.

7. Inclusions and Exclusions

This page is used to add existing Inclusion and Exclusion catalogs. You cannot create new catalogs within the Trip Builder

Add an Inclusion and Exclusion Catalog

  1. Start typing your Catalog name into the search field

  2. All Inclusion/Exclusion that meet your search criteria will appear.

  3. Select the Catalog(s) you wish to add

  4. Click Save Display Details

If you do not wish to add Inclusion/Exclusion Catalogs, you can move on to the next step by using the navigation arrows or clicking on the 8 - Pricing Review tab on the left side.

Search for Inclusion and Exclusion Catalogs

To remove and Inclusion or Exclusion catalog, click the X beside the catalog name

8. Pricing Review

This is where you can review the pricing for your Trip. You can also add any Trip Discounts or Fees by clicking the edit button above the pricing matrix. For more information on adding Discounts and Fees, please click here.

Review Trip Pricing
Edit Trip Discounts and Fees

9. Set Payment Schedule

On this page, you can Generate, Edit and Push/Unpush a Trips payment schedule. For more information on Payment Schedule's, please click here.

Set a Payment Schedule
Generate and Edit a Payment Schedule
Push a Payment Schedule

10. Preview Your Trip

Preview all elements of your trip. Pay special attention to what is included and excluded, add ons, and pricing. Next, click on the booking button and attempt a booking using an alias email to check the online booking engine flow that your Travellers will see.

Review Your Trip Page

When you have finished reviewing your Trip page and making a test booking, click on the Finished Creating Trip button to exit the Trip Builder. You will then be able to see your trip Record within Groupdesk.