Publishing/Un-Publishing a Template

Publishing/Un-Publishing a Template

Once you are finished adding segments to your Template, you can Publish it to make it available to be added to or converted into a Trip later. 

 
Click the blue Publish button in the top right-hand corner.



Your Template will now appear as Published in My Templates. It will also appear as Published in Group Templates for company administrators and members of your Group.



Once your Template has been Published, all details can be viewed, but you cannot make any edits unless you Un-publish the Template.

Select the blue Un-Publish button in the top right-hand corner to edit a Published Template.



You can Publish and Un-Publish Templates as many times as you need. Un-publishing a template already added to a trip will not affect or update that trip.
    • Related Articles

    • Template Settings (Duplicate/Delete)

      The Template Settings allow you to access a variety of different functions. Click on Settings from the navigation menu. Click the Options icon to view the options available. Select Duplicate Template to make a copy of the Template. Give the new ...
    • Sharing a Template with Clients

      You can easily share Templates with potential clients and travellers through a shareable Template link. Sharing Your Template Navigate to your Templates dashboard. Click into the Template. Ensure that the Template is Published. You won't be able to ...
    • Adding Tags to your Template

      Tags can be added to Templates to make them easier to access. Select a pending or Un-Published Template, and then click on Tags from the navigation menu. Select a Category (Amenities, Destination, Price, Experiences, and Trip Type) and search for the ...
    • Template Access Settings: Company Templates

      Company Administrators can toggle all Templates created in a company between two permission settings: Company (available to all advisors in a company) Private (visible only to the creator of the Template) A Company Administrator can toggle the ...
    • Publishing Company Templates

      If a Template is Pending in Group Templates, Company Administrators can publish a Template and make it available to other agents in Company Templates. Choose the Template you wish to Publish and make it available to your Company from Group Templates. ...