Tourwriter General Help Articles
Adding Destination Information to an Itinerary
Destination information are items added to an itinerary and are not associated with a specific supplier. They provide a free-text area to add information and do not correlate to a particular supplier in your Tourwriter database. Adding destination ...
When will the success fee be charged?
Users on the Expert plan are charged a 1% success fee for every sold itinerary. This fee is charged on the 1st of the month for all itineraries starting in that month. For example, confirmed itineraries with start dates 5 March, 17 March and 20 March ...
Editing Tourwriter Itineraries in Microsoft Word
Tourwriter allows exporting your itineraries to a PDF. You can, however, easily open the itinerary in Microsoft Word with just a few clicks and edit your PDF in a .doc or .docx format of Word. To get started with accessing your itineraries in Word, ...
Understanding your demo company
The demo company is your very own place to explore, learn, and practice using everything that Tourwriter has to offer. The demo company lets you test-drive everything that’s available in our most comprehensive plan. The Demo Company is fenced off ...
Importing and Exporting Contacts
The contacts import and export feature in Tourwriter lets you add your contact information to a grid formatted workspace and import/export contact data to/from Tourwriter. To import contacts, you need to populate data in the Import CSV (Comma ...
Troubleshooting login problems
This article helps you to troubleshoot login issues in Tourwriter. When you try logging in using your login credentials, but see the message The email address and/or password is incorrect, perform the following steps to reset your password:- Click ...
Voucher export
A user can export vouchers ready for sending to travellers. The export voucher button is available for confirmed itineraries once you select one or more bookings on the booking page. To export vouchers Confirm the itinerary On the bookings page, ...
Incoming Payments
The General payments subtab allows Users to create and manage Incoming payments. Creating an incoming payment allows customers to keep track of mulitple payments for an itinerary and can be used to create exportable Invoice PDF’s. Updating an ...
Traveller Enquiries
The traveller enquiry feature enables a User to triage new travel enquiries ready for the itinerary sales process. Users can capture new enquiries manually or use the inbuilt Online form. All new enquiries are stored in the Enquiries library ready to ...
Manage your itinerary tasks
As well as the standard ‘tasks’ item in your primary navigation bar, you can also choose to create, manage and oversee tasks on a per itinerary basis as well. Any tasks created within the itinerary building process will automatically be ‘linked’ to ...
What is the difference between postcard and final template?
There are two different Itinerary template views that you can send to your customers at any stage of your sales process, depending on your design preference and the level of detail you wish to provide the traveller with. These are called Postcard and ...
Tourwriter integration with Axus Travel App
Through the Tourwriter integration with the AxusTravelApp, you can share a Tourwriter itinerary to your Axus account. Each user can store their Axus login information in their user profile in Tourwriter. You can also re-share a previously shared ...
Agencies
Agency management in Tourwriter lets you keep track of unique agency business relationships. Agencies may refer to an overseas travel agent, a retail or home-based travel agency, or any other business partner that you may sell to. The Agency ...
Share your itineraries on social media
Sharing your itineraries via social media is a great way to show potential customers what you’re all about. We’ve added the ability to customise the itinerary description that displays when you post a public itinerary link on social platforms. When ...
Agency adds markup themselves
This setting is perfect for those agencies that prefer to add their own markup before onselling to the traveller. Itineraries with an agency on this commission setting will display a default agent markup of 0% for each line item while still applying ...
Duplicate Itineraries, Suppliers and More
The Duplicate functionality lets you copy several objects within Tourwriter. You can copy your Itineraries, Suppliers, Products and Options. The functionality lets you use an itinerary or a supplier as a template and base other itineraries or ...
Adding Branding and Supplementary Itinerary Information
With Tourwriter you can customise your itinerary footer any way you like. Alterations made to the footer on an Itinerary Proposal will extend to the Final Itinerary. Branding – adding your organisation’s logo At the bottom of the page, you can add ...
Tourwriter feature request hub
Tourwriter has partnered with Canny to create a Feature Request Hub so you can submit feedback and suggestions for changes to Tourwriter, and contribute to existing suggestions from the wider Tourwriter community. You can share your ideas on changes ...
Itinerary Pricing in Tourwriter
After you set up your Supplier rates, the pricing page will populate pricing for all bookable items added via the Build tab in any of your Tourwriter itineraries. To learn how to add rates to a Supplier, see Supplier Pricing on Tourwriter. Itinerary ...
Tourwriter WordPress Plugin
Displaying Tourwriter itineraries on your website is now as simple as creating regular posts. The Tourwriter Website plugin integrates the Tourwriter tour operator software with WordPress by allowing itineraries created in Tourwriter to be embedded ...
Tourwriter integration with Axus Travel App
Through the Tourwriter integration with the AxusTravelApp, you can share a Tourwriter itinerary to your Axus account. Each user can store their Axus login information in their user profile in Tourwriter. You can also re-share a previously shared ...
Zoho Analytics Integration
Tourwriter has partnered with Zoho Analytics allowing you to visualise your Tourwriter data with a sophisticated business intelligence tool. Through Zoho Analytics integration, you can work with your Tourwriter data to generate reports and dashboards ...
Traveller Enquiries
The traveller enquiry feature enables a User to triage new travel enquiries ready for the itinerary sales process. Users can capture new enquiries manually or use the inbuilt Online form. All new enquiries are stored in the Enquiries library ready to ...
What happens when an itinerary becomes inactive?
14 days prior to your itinerary becoming inactive you will be warned via an orange ‘alert’ symbol viewable in the ‘Itineraries’ tab. If an itinerary remains unconfirmed it will become inactive when the itinerary start date is in 14 days or less. The ...
Split pricing for itinerary travellers
The Split pricing feature is designed for customers who need to price itineraries with different prices for individual travellers or group of travellers within an itinerary. An agent can assign a unique sell price to each traveller or traveller ...
Customise: How to customise your display themes
All Tourwriter users have the option of customsing their display settings to best suits their brand. The settings you select will appear in your Itinerary Postcard and Final both digitally and in Print. Customise your display settings To access the ...
Change postcard layout
Every Product type has a default display setting that determines the postcard layout when sharing with you travellers. To override the default setting you can override this using the Change layout function. Change layout To override the default ...
Managing booking email settings
Tourwriter’s booking features (available in the Expert plan) allow you to effortlessly send booking requests to your suppliers, and receive responses all from within the software. In this article, learn how to customise the booking email settings ...
Edit product name after adding to an Itinerary
Users can edit the name of a product item once the Item is in the Build tab. The edited Item name will display in all areas of the application including the Pricing, Booking, Payments and Preview tabs. This feature is useful for generic products in ...
Exporting a Travellers List
Tourwriter allows you to export a list of travellers to a customizable PDF file that provides an overview of traveller details, for one or more travellers. Your PDF export can be configured to include/exclude certain details that are stored in the ...
Import Suppliers
The Supplier import feature lets you create a new Supplier by importing the basic supplier information, using a CSV file template. You can then manually create a Product for the newly imported Supplier. Suppliers for each supplier type are imported ...
Add another product to a product
Customers who add 2 or more products from the same accommodation Supplier to a day and only want to display these on a single Postcard (and therefore only one Bubble on the Build tab) you can use the Add another product feature to combine the ...
Getting Started – Profile
Your profile is where you can add your profile image, change your password. Grab your Classic key and set up fields that go on the itinerary footer. My Profile The Profile icon presents two subtabs, the My Profile subtab and the Footer Setup subtab. ...
Preview your itinerary (Final template)
The Preview tab allows you to preview and customise the itinerary presentation before sharing it with your customers. Customise itinerary display When creating a new itinerary it will have your organisations default display settings. These can be ...
Exporting your supplier payments for accounting reconciliation
The Export payments function means you can export supplier payment data from an Itinerary into a CSV file ready for uploading to accounting software such as Xero. You can then either reconcile payments already made or create bank payments via your ...
Preview your Itinerary (Postcard template)
The Preview tab allows you to preview and customise the presentation before sharing it with your customers. Users have the option to Customise itinerary display via the share settings and also change the postcard layout using the Edit item Change ...
Manage your your tasks template list in Organisation
In your Organisation settings, you can create routine admin or sales tasks as a predefined task list. It allows you to create a templated list of consecutive tasks for a certain task flow that you can add to individual itineraries. Create a task list ...
Itinerary payments
The itinerary Payments tab provides access to the General payments and Supplier payments sub tabs. General payments Tourwriter lets you record incoming payments from travellers in a dedicated payments table titled Incoming Payments. This section ...
Making Bookings and Emailing Suppliers
The Booking feature in Tourwriter lets users send booking requests and assign booking statuses to each itinerary booking. You can group or ungroup itinerary bookings before sending them to the Supplier. This article introduces you to the Booking ...
Exporting an Itinerary Summary
Tourwriter allows you to export an itinerary summary to a customizable PDF file that provides an itinerary outline or overview of the services included. Your PDF export can be configured to include/exclude certain aspects of an itinerary, making the ...
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