Overview
A rental car template is a stop-to-stop Standard (Pre/Main/Post) template option without a Module. Stops and products are directly added to the template and can be moved, deleted, and exchanged on the Planner.
Learn more about itinerary template options here.
Steps to Create a Rental Car Template
- Go to Cockpit
- Click on Inventory
- Click on Package Builder and Itinerary Template
- Click on Create Template
- Title of the template (The Trip)
- Start and end location (airport or city)
- Tick the Enable Rental Car feature box
- Make sure the Itinerary Trip Type is Standard (Pre/Main/Post)
- Click on Create
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Please Note: A template can be marked as Custom at any time, in which case it will not be displayed in the Discovery Overview after publishing. This is a good option if you want to create and test something new. |
The template is now created in draft mode. After clicking on create, you are led to the stop tab of the template, where you are able to add the different stops to define the routing of the template.
Stops Tab
- Click on Add New Stop
- Search for the stop (place of overnight) that you want to add first and select the number of nights at the stop
- Click Add
- The stop is now displayed as the first stop after arriving at the airport, and the connection between the airport and the stop is automatically calculated with a rental car connection.
- On the added stop, you are able to adjust the number of nights.
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- Add all the stops of your route, as described above, via the add stop button.
- Continue adding all the stops which you wish to have in your itinerary in that way.
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Please Note: You are able to add a stop with 0-Nights into the route for a suggested stop, sightseeing spot, or similar. |
Add Accommodation & Activities
On the added stops of your route, you are able to define default and recommended accommodation, as well as activities. This is not mandatory, templates can also be created without adding default and recommended accommodations or activities.
- Click on the edit pen on the right side of the stop to be directed to the stop screen.
- Click on add new default accommodation
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- Search for the accommodation which should be added as the default for the stop and click on select and done. (The accommodation on the list is retrieved from the Nezasa database and your created inventory accommodation.)
- The selected hotel is now displayed as the default hotel. Follow the same procedure to add possible recommended hotels to the list below. You can add as many recommended accommodations as you like.
- Additionally, you have the possibility to enable the tick box "Only show default and recommended accommodation in planner" for this stop at the bottom of the page. This means that no other accommodation than the one you have selected will be shown to the user in the planner for that specific stop. This both works for inventory and 3rd party accommodation supply.
- Search for the accommodation which should be added as the default for the stop and click on select and done. (The accommodation on the list is retrieved from the Nezasa database and your created inventory accommodation.)
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- Click Save
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Know more: Article Accommodation Selection Algorithm on Template Instantiation specifies the selection algorithm applied to template instantiation and particularly how default and recommended accommodations are considered in the process. |
Activity Tab on Stop
Go to the Activities tab to define the default and recommended activities for the stop.
- Click on the edit pen of the desired day on the stop to add the default activity.
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- Enable the box of the connected activity supplier located below the search field to allow searching for not only inventory activities.
- Enable the box of the connected activity supplier located below the search field to allow searching for not only inventory activities.
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- Search for the activity which should be added as the default of the stop and click on select and done. (The activity on the list is retrieved from the connected supplier and your created inventory activity.)
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Supplier specific functionalities for activity display and configuration: Hotelbeds
Musement
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- The selected activity is now displayed on the selected day. Follow the same procedure to add possible recommended activities to the list below. You can add as many recommended activities as you like.
- Additionally, you have the possibility to enable the tick box "Only show default and recommended activities in planner" for this stop at the bottom of the page. This means that no other activities than the one you have selected will be shown to the user in the planner for that specific stop.
- The selected activity is now displayed on the selected day. Follow the same procedure to add possible recommended activities to the list below. You can add as many recommended activities as you like.
Stories Tab on Stop
The Stories tab will allow you to add your own description for the stop. This description will be displayed on the stop in the planner instead of the area description for the stop.
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Please Note: Stories are enabled to make an itinerary more personalised. This is additional functionality and is not mandatory to use it. |
- Click on Add new story to be able to enter a story (description) and picture if desired.
- If you have entered a story and a picture, click Save
Miscellaneous Tab on Stop
On the Miscellaneous tab, you will find the information on how many nights a user is able to add/remove to a stop in the planner. Per default, this is set to a min. Nights 0 and max. 29. This setting can be adjusted on each stop to your liking.
- Click on the + and - icons to adjust the number of nights
- Click Save
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Please Note: Any adjustments you make on the night settings will only be applied to this stop in the template you are working on. Other templates with the same stop will not be affected. (Template-based setting) |
Description Tab
On the Description tab, you can add all the template's descriptive elements.
- Title of the template (The Trip) that you entered while you started to create the template.
- Key Sentence of the template can be added and will be displayed in the template card in Discovery.
- Key Highlights of the template can be added and will be displayed on the template card in Discovery. (If enabled)
- Interest Categories can be ticked if desired. They will not be displayed on Discovery, however, they can be used via the Discovery API.
- Descriptive Duration allows you to add the duration of the template either as a fixed display, i.e., 10 days, or as a date range of 8-10 days.
- Short Description of the template will be displayed on the detail page of the template.
- Tour Attributes: Since multi-day tours and activities can be categorized in different ways, this feature should bring more information about the trip characteristics to the customer.
Display: Template Card on Discovery
Display: Detail Page of the Template
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Please Note: Always Save your changes. |
Info Section Tab
Find more details about Info Sections in the following article.
Base Service & Rental Car Tab
On the Base Service & Rental Car tab, you are able to set the rental car. If you have already ticked the Enable Rental Car feature box while you start creating the template, the rental car connections for the whole template are already set.
- Unticking the Enable Rental Car feature box will remove the rental car connection between the stops of the template.
- Clicking on the Edit default rental care will allow you to define the:
- Start Location & Day
- Return Location & Day
- Supply Source
- Rental car Selection Method (not mandatory)
- Default Rental Car
On the Base Service & Rental Car tab, you will find an additional option to enable an Up-sell Product and/or Base Service to the template.
Find out more about these options in the Product section of the Support Hub.
Picture Tab
Move to the Pictures tab to be able to add pictures to your template. The tab is directly linked with the picture library.
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Please Note: Pictures need to be uploaded to the Picture Library before they can be assigned to a template. |
Be aware that you need to add at least 1 picture to be able to publish the template.
- Click on the Picture Tab
- Click on the + to access the Picture Library
- Select the pictures that you want to add to the accommodation and click on assign.
- Click Save
On the picture tab, you will find additional functionality to add a Map picture.
If you assign a picture from the picture library, it will override the map displayed on the details page of the template in Discovery.
Other Tabs
Learn more about the use of the additional tabs in the following overview.
| Topic | Description |
| Tags | Tags can be used to order templates or assign them to a new filter on Discovery. Additionally, they are there to pull the information from the template via our APIs. |
| Translate | If the content is offered in various languages, this tab can be used to add the translation from your created content of the accommodation. The language options displayed there are based on the setup of your application. |
| Miscellaneous |
This tab is for internal use only. Here you are able to:
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| Integration | The integration is used to add the CRS Service Code. |
Validate & Publish
After you have added all the relevant information that was explained in the previous steps, you are now able to publish the template.
- Click on Validate to see if your template has been created correctly without any errors. The pop-up will show you what information needs to be adjusted in order to publish the template.
- Please note that only validated templates can be published.
- Clicking on Publish sets the draft version of the template into a published version.
- An additional pop-up will open to confirm if the template should be published. Click on Confirm to do so. The template will be validated again and published if everything is correct.
- The draft label next to the title will change to published.
Find out more about other template actions here.
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