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Creating and Using Trip Templates

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Trip Templates are used to save frequent trip information to use on a later trip. For example, if you have users looking to book the same flight multiple times a year.

This article shows you, a Nexonia Travel User, how to create and use Trip Templates.

Create a Trip Template

Step 1: Start by searching for a trip. When you're ready to book, click Purchase.

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Step 2: Click Travel, then click Access a Trip.

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Step 3: Click View next to the trip you'd like to add as a template.

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Step 4: Click Itinerary Actions followed by Save as Trip Template.

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Step 5Name the Trip Template. Best practice is to use a name that is easily identifiable. Then, choose if it should be for your Personal use, Company use, Policy Branch Specific, or Shared. If you're sharing the template with others, enter the Login IDs of the users you wish to share it with.

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Step 6: Click Save to complete.

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Using the Trip Template

Step 1: To use the Trip Template on a trip, click Travel followed by Access a Template.

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Step 2: Click Create Itinerary next to the template you'd like to use.

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Step 3: Enter you Departure Date and how long you'd like to stay. Then, click Next.

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Step 4: Click Search.

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Complete your booking process as usual.

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