Trip lifecycle and workflow

    Overview

    A trip in TripZILLA follows a simple flow: you build it, refine it, share it with your client, and receive their selections.

    Understanding this flow helps you use the platform more effectively.

    Step 1: Build the itinerary

    Start by creating your trip and adding content:

    • Add days and itinerary items
    • Organize the structure
    • Use features like Choices and Trip Options where needed
    Read more: 
    Navigating the itinerary builder

    Step 2: Customize appearance

    Adjust how the trip looks for your client:

    • Select a theme
    • Set colors and branding
    • Add a front cover and day covers
    • Use inline editing to refine titles and descriptions
    Read more:
    Customizing the appearance of your trip

    Step 3: Publish the trip

    Once your itinerary is ready:

    • Publish the trip to make it available to clients
    • Review the preview to ensure everything looks correct

    Step 4: Share with your client

    Send the trip to your client:

    • Share the itinerary link
    • Or export and send a PDF

    Your client can now view the trip in the client portal.

    Step 5: Client reviews and selects options

    Clients interact with the trip:

    • View the itinerary
    • Select Trip Options (full trip variations)
    • Select Choices (specific items such as hotels or activities)
    • Review documents and details

    Step 6: Client reviews pricing

    Clients can review the price summary:

    • See the total price based on their selections
    • Review included items and optional add-ons
    • Understand the full cost before continuing

    Step 7: Client submits the booking

    When ready, the client submits the booking form:

    • Their selections are included
    • Responses are sent to the assigned team member

    Step 8: (Optional) Client completes payment

    You can allow clients to pay directly through the platform:

    • Payments can be included as part of the booking flow
    • Clients can complete payment after submitting their selections

    This step is optional and depends on your setup.

    Step 9: Continue handling the trip

    After submission (and payment, if applicable):

    • Review client responses
    • Follow up with the client
    • Finalize bookings and arrangements

    Result

    You move from building a trip to delivering a client-ready experience, and finally to receiving structured client input and optional payment.

    Tip

    Use this workflow as a guide, but adapt it to your process depending on how you work with clients.


    Published