The Templates section allows you to save and manage all the trips you use as examples or models. Thanks to templates, you can reuse itineraries, keep your catalog organized, and create personalized proposals for your clients much faster.
Additionally, templates can be easily shared on your website, social media, or with other agencies.
1. What are templates used for?
Templates allow you to create reusable travel models that you can easily adapt to each client. They are the foundation for designing proposals in a faster, more organized, and more professional way. Thanks to templates, you can:
Save your best itineraries as models
Clearly separate model trips from real client trips
Maintain a consistent structure in your proposals
Standardize your team’s workflow
Save time by not having to start from scratch each time
Reuse content such as texts, itineraries, or services
2. Create a template
You can create a template in two ways:
From the “Templates” section, by clicking Create template
From an existing trip, in the “Trips” section, click on the three dots and select Create template
Templates are standardized, which means that they:
❌ Do not have a price
❌ Do not have a duration
❌ Do not include dates
❌ Do not include flights
This allows you to work with a neutral model that you can later adapt to each specific case for each client.
Once created, you can edit the template using the block builder, adding itineraries, texts, services, or multimedia content that will later be reused in the final trips.
💡 EXTRA TIP: standardize your team’s work
You can create templates without content, using only a predefined structure, so that your entire team creates proposals following the same format.
For example, you can define: the order of the blocks, the types of sections each trip should include, or predefined texts/titles.
Additionally, you can create different templates depending on the type of trip (corporate, leisure, groups, luxury, etc.), or even templates with different contact details, depending on the department sending the proposal (sales, groups, B2B, etc.).
This will help you maintain consistency, professionalism, and efficiency across the entire team.
3. Share a template
Templates are not only useful as an internal working base, but also as a powerful tool to showcase and promote your travel offerings. Once created, a template can be easily shared across different channels, such as your website, social media via a link, or with other agencies, becoming a key resource for B2B environments.
To make this distribution easier, you can create template catalogs, where you group several related proposals (by destination, type of trip, or season) and share them through a single link. This allows you to present your offer in an organized and professional way, helping other agencies or partners quickly find the trip that best fits their needs.
💡 EXTRA TIP: you can add an “I’m interested” form to your templates so that any person or agency who sees them on your website or social media can leave their contact details. This allows you to capture leads directly and centralize requests without intermediaries.
4. Use a template
Templates are designed to quickly and flexibly become real travel proposals that you can send to your clients. To use them, go to the Trips section and click Create Trip, then select the option From a template:
You can start either from one of your own templates or from a MOGU inspiration template:
When you select a template and generate a trip from it, the system creates an editable copy in the “Trips” section. From that moment on, you can adapt the proposal to the final client by adding travel dates, personalizing the content, and adjusting every detail to match the idea and budget requested by the client.
The result is a fully personalized trip, built on a previously defined structure, allowing you to work more efficiently, maintain consistency in your proposals, and reduce preparation time.
5. Managing multiple brands
Before sharing or using templates, it’s important to understand that your brand identity is directly reflected in the proposals you generate. Elements such as your brand color, logo, contact details, the logo shown on payment receipts, and the use of a custom domain are all part of what the final client will see.
For this reason, if your agency works with multiple brands, it’s recommended to define in advance how these brands will be managed within the platform.
Creating separate accounts per brand
We recommend creating separate accounts in any of the following situations:
If the brands belong to different legal entities, as each company will have its own tax ID when generating invoices. In these cases, separating accounts helps prevent administrative errors and simplifies accounting management.
It is also advisable when there are different teams per brand. Working with separate accounts helps keep information organized, avoiding the mixing of contacts, bookings, or payments, and protecting the privacy of each brand.
Finally, if you need to configure different custom domains, keep in mind that domain customization is set per account. If each brand must display its own domain in public links, you will need to use separate accounts.
Using a single account for multiple brands
If the agency operates all brands under the same legal entity, with the same team, and there are no plans to use different custom domains, it may make sense to work with a single account. In this case, the easiest way to ensure correct branding is to create a specific template for each brand.
Create one template per brand and configure within it the logo, brand color, and contact details that should appear in that brand’s proposals. This way, when preparing a proposal for a client, you simply select the corresponding template and start designing the trip from that base, with the full visual identity already applied from the start.
This approach helps you avoid manual adjustments on each trip, maintain consistency across all proposals, and reduce the risk of mixing information between brands.