A trip option is one priced version of a trip. Example: the same customer might compare a 7-day cultural tour and a 10-day adventure - each is a separate option with its own itinerary, costing, and quote.
What you can do
- Create multiple options per trip
- Mark one option as the default for quick access
- Set travel dates when the customer confirms (optional during early proposal)
- Duplicate an option to create a variant without losing the original
- Track option status: draft → offered → confirmed (or cancelled)
Statuses
| Status | Meaning |
|---|---|
| Draft | Editable itinerary and costing |
| Offered | Price frozen as a quotation snapshot; content locked |
| Confirmed | Customer chose this option |
| Cancelled | Option withdrawn |
Only draft options can be edited. Use Offer, Reopen to draft, Confirm, and Cancel option (approval workflows may apply).
How to work with options
- 1
Open a trip from the Trips list.
- 2
On the trip detail page, see all options for that engagement.
- 3
Click New option or Duplicate on an existing one.
- 4
Open the Trip Editor to build days, itinerary, and costing while the option is draft.
- 5
When ready, Offer the option — this creates/submits a quotation snapshot and locks editing.
- 6
When the customer chooses, Confirm the option (or Reopen to draft to revise, or Cancel option).
Tips
- Duplicate when options share most of the same route - change only what differs.
- Travel dates live on the option, not on individual days.
- After you Offer, reopen to draft to change prices — that cancels the frozen quotation (and unpaid invoice if any).
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