How do I customize a design and assign it to a customer?

There may be occasions where you do repeated work for a specific client who always wishes to use the same design. Our system was set up to provide a way to customize a design for a client, and assign it to that client's account, so that every time you create a new tour for that client, the assigned design will be used.

The following steps showcase how to make this happen. At the end of the step-by-step walk-though, you will find an interactive tutorial.

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The first step is to log in to your Tourbuzz account, and click Designs Step 1 image

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Find the design you'd like to copy, and customize, and click Duplicate Step 2 image

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Give the design a new name (some people like to include the name of the Agent that will make use of the design). Step 3 image

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Click Duplicate Step 4 image

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Customize the design to your preferred settings. Step 5 image

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Step 6 image

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When you are satisfied with your customizations, scroll down and click Save Step 7 image

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Now, to assign the design to a customer, Click Customers Step 8 image

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Click Edit for the customer you will assign the design Step 9 image

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Scroll to the Design tab, and Select the customized design to assign Step 10 imageStep 11 image

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Once you've selected the design, scroll down and click Save to assign the design to your customer.  Any time you create a new tour for this customer, the assigned custom design will be used.

Here's an interactive tutorial for the visual learners

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