~2 minutes · Getting Started
You've done the hard work — your itinerary is built, your documents are polished, and your first pages have been sent. Before you move on, take two minutes to save this trip as a template. It's the step that makes everything you've just done reusable.
Why this matters
Next time you run a similar trip, you'll start with everything already in place — your structure, your descriptions, your document sections, and your brand. Instead of building from a blank page, you'll be making small adjustments to something that already works.
The more trips you save as templates, the faster your operation becomes. This is one of those two-minute actions that saves hours down the line.
How to save your trip as a template
Open your departure and click the three dots (⋯) menu at the top of the itinerary.
Select Save as itinerary from the menu. You'll notice it uses the word "itinerary" rather than "template" — that's just the label in the system. It saves your full trip as a reusable template in your library.
Give it a clear name that you'll recognise later — something like "7-Day Kimberley Walk — Template" works well. The clearer the name, the easier it is to find when you need it.
Naming tip: If you run variations of the same trip — different durations, different seasons, different group sizes — save a template for each one. A good naming convention now saves a lot of confusion later.
Where does it go? Your saved templates live in your itinerary library. When you create a new departure in future, you can select a template as your starting point and it will pre-populate the full trip structure for you.
✔ You're done with Step 5 when: your trip has been saved as a template and you can see it in your itinerary library. That's it — you're finished.
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You've completed your first trip in Fieldbook
Your itinerary is built, your passenger page and sales brochure are live, your pages have been sent, and your trip is saved as a template. That's the full workflow — and it gets faster every time.