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.


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


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


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


Click Duplicate Step 4 image


Customize the design to your preferred settings. Step 5 image


Step 6 image


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


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


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


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


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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