How to use new itinerary editor to make attractive proposals to travelers

Organizing customer requests into a structured itinerary is very important for advancing travel consultations.
With Oooh’s new itinerary feature, frequently asked customer questions are concisely summarized and displayed in a smartphone-friendly format, making it more efficient to compile customer requests and increasing the conversion rate of applications.
Additionally, by utilizing the library function within the itinerary, previously created schedules can be recalled later, significantly reducing the time and effort required to create new itineraries.
Please make use of the new itinerary feature to offer attractive proposals to your customers!

Flow for Publishing Itineraries

Please share the itinerary with your customers following the sequence: Create > Publish > Post in Chat

  • Step1
    Create a new itinerary
    Create a new itinerary form.
  • Step2
    Edit Travel details
    Fill in the travel details.
  • Step3
    Publish
    Publish the itinerary.
  • Step4
    Post to the chat
    Post the published itinerary to the customer chat.

Step1: Create a new itinerary

There are two methods for creating a new itinerary. Please proceed with creating a new itinerary using the method of your choice.

A. Create from a blank itinerary

When creating a new itinerary from a blank template, please follow the steps below to complete the process.
1. Click [Itineraries] menu
2. Click [New] button

B. Copy from an existing itinerary

When creating a new itinerary by copying an existing one, please follow the steps below to complete the process.
1. Open the itinerary you want to copy.
2. Click on “Copy as a Draft.”

Step2: Edit travel details (Itinerary)

Basic information

First, enter the basic information for the itinerary.

NoItemDescription
1Original Language:Select the original language in which the itinerary will be created.
*The selected original language cannot be changed later.
2Company Logo:Upload the company logo to be displayed on the itinerary.
3Chat:Specify the name of the chat corresponding to this itinerary.
> Based on the selected chat, “User,” “Title,” “Travel Date,” and “Number of People” will be automatically entered. Please adjust the details as necessary according to the situation.
4Price:Enter the estimated travel cost. (Please make sure to enter the travel cost to be presented to the customer.)
<Price display >
Yes : The travel cost is displayed on the itinerary.
No : The travel cost is not displayed on the itinerary.
5Due Date:Please set the **Due Date** as the validity period for the travel cost presented to the customer.
6Main Image:Upload a cover image for the itinerary.

Itinerary: Schedule Details

items (events) and Library contents can be moved by drag-and-drop.

NoItemDescription
1Itinerary contentsPlease add travel event items to this section.

  • Items can be moved by drag-and-drop.
2Library

Items created as part of the Itinerary can be saved to the Library and accessed later.

  • To save items to the Library, use the “Add to Library” button located on each item in the Itinerary section on the left.
  • Saved items in the Library can be added back to the Itinerary by dragging and dropping them from the Library section.

Description of Each Part

Date item

The Date Item serves as a date switch within the itinerary.
All items (events) below the set Date Item, up to the next Date Item, are considered part of the same date and are represented as a single day within the itinerary.

Concept image of Date Switch Items and Area Switch Items

 

Date Item image
NoItemDescription
1DateTravel Date.
2TitleThe Title for the day.
3MealsMeals availability for the Day.
Whether meals are included is automatically determined by the system based on the Meals Items within the same day.If changes are necessary, please manually adjust the status.
4CloseYou can hide the items for this day.
5Delete

Delete this item.

Area item

The Area Item functions as an area switch within the itinerary.
All items (events) between the set Area Item and the next Area Item, are considered part of the same area and are represented as a single area within the itinerary.
*The same concept applies as with Date Items.

Area Item image
NoItemDescription
1CategoryItem category. Clicking this icon allows you to change the item’s category.
2CountryThe name of the country where the events (items) below take place.
3AreaThe name of the area where the events (items) below take place.
4Add new areaYou can add a new area to the [Area] list.
*The area name in “Japanese” will be added by the Oooh Concierge, so it can be left blank.
5New item

Add a new item (event).

6Delete

Delete this item.

Event items

Please register the events arranged by your company during the trip as the items listed below.

Note: Events registered here will be considered as targets for arrangement, so please proceed carefully.
*Items with the Category set to “Information” are considered “non-arranged” items and should be used for informational sharing purposes only (e.g., to display customer self-arranged details, self-guided tours, or other travel-related information).

List of Item Categories

CategoryDescription
ActivityArrangements for sightseeing spots and experience-based activities.
Flight (International)Arrangements for International Flights
Flight (Domestic)Arrangements for Domestic Flights
CarArrangements for Private Vehicles
RailArrangements for Trains
BusArrangements for Buses (Do not include here if the customer is arranging their own bus transportation.)
Cruise/FerryArrangements for Cruises and Ferries
Other TransportationArrangements for Other Means of Transportation
HotelArrangements for Accommodation
BreakfastArrangements for Breakfast
LunchArrangements for Lunch
DinnerArrangements for Dinner
Information
Travel Information (Non-Arranged Items)
*It is considered “non-arranged” item and should be used for informational sharing purposes only (e.g., to display customer self-arranged details, self-guided tours, or other travel-related information).
AttachmentYou can register attached files within the itinerary.
Event item image
NoItemDescription
1CategoryItem category. Clicking this icon allows you to change the item’s category.
2TimePlease enter the start time for this event (optional).
e.g., 9:00, 3:00 PM, Afternoon…
3GuideIf a guide/assistant is to be arranged for this event, please select the appropriate item from the list.
4Title

Please enter the title for this event.
(optional : Either Title or Notes is required)

5Google Spot information

You can register Google spot information in this field (e.g., tourist Spot Information or hotels).
By registering this information, you can share detailed spot information with your customers, so please make use of it.

6Notes

Please input a description of this event.
(optional : Either Title or Notes is required)

7Save to Library

Save this item to the Library.

8Copy

Duplicate this item.

9New item

Add a new item (event).

10Delete

Delete this item.

Group and save in the library.

You can save various event items in the itinerary as a group to the library.
The saved group will be saved in the library as “Category=Group,” allowing you to call and use all items at once.
It is recommended to save frequently used schedule as groups (e.g., half-day sightseeing tours).


Price includes/excludes

Please list the inclusions and exclusions of your arrangements.
When you press “Reflect the Itinerary Details” button, the content entered in the Itinerary will automatically be reflected in the list.

NoItemDescription
1“Reflect the Itinerary Details” buttonWhen you push “Reflect the Itinerary Details” button, the content entered in the Itinerary will automatically be reflected in the list.
2DetailsFor each item that is part of the arrangements, please provide the details.
If it is not part of the arrangements, please indicate that it is not part of the arrangements. (e.g., “Not included”)
*It is advisable to provide thorough information throughout the itinerary to prevent unnecessary questions from the customer.

Hotel list

Please enter the information for the hotel to be arranged.
When you press “Reflect the Itinerary Details”, the content entered in the Itinerary (location and hotel name) will automatically be reflected in the list.

If the hotel information is not entered, the Hotel List section will not be displayed to the customer.

NoItemDescription
1“Reflect the Itinerary Details” buttonWhen you press “Reflect the Itinerary Details”, the content entered in the Itinerary (location and hotel name) will automatically be reflected in the list.
2Details

If the hotel to be arranged has been decided, please enter the hotel information in each field.

– Hotel Location (Automatically Reflected from the Itinerary)
– Hotel Name (Automatically Reflected from the Itinerary)
– Number of Guests
– Number of Rooms
– Room Type
– Special Notes

Other information

Please enter any additional information related to travel arrangements.

NoItemDescription
1Cancellation PolicyPlease enter the cancellation policy for this trip.
2“Register as master” button

By checking “Register as master” and saving the itinerary, the entered content will be registered in the Library.
The registered content will automatically be set in the corresponding fields when creating the next itinerary.

3About tips
(Optional)
Please provide the guidelines for tips at the destination.
4Other
(Optional)

Please provide any additional information or precautions if applicable.

5Company info

Please provide your company’s contact information.

6Quo No.
(Optional)

Please use this section if you need to enter any management numbers related to the quotation (e.g., “Quotation No”)

7Operator
(Optional)

Please use this section if you need to enter information of the person in charge of arrangements.

Automatic Translation

The itinerary can be translated into other languages using AI.
If the itinerary needs to be translated into the customer’s language, make sure to click the “AI Translate” button whenever the itinerary is updated.

Currently available languages are as follows:
– Japanese
– English
– Traditional Chinese (under adjustment)
– Thai (under adjustment)

  1. Translation is executed by clicking the “AI Translate” button.
  2. After translation, click the radio button for the desired language to switch to that language.

Any items where the original text has been modified or new entries have been added will not be automatically translated unless the “AI Translate” button is pressed. Therefore, when making changes to the itinerary, please ensure to execute “AI Translate” to update the translations accordingly.

Step3: Publish the itinerary

Review the itinerary details

Once you have completed entering the itinerary, please make sure to perform a final check of the itinerary details..
By clicking the “Preview” button, the saved itinerary will be displayed in a preview format.

Preview image

Publish the itinerary

Finally, please click the “Save as Draft” → “Publish” button. This will publish the itinerary you created.

Publish Menu (at the top of the itinerary)

Note: After publication, the itinerary will be accessible, but customers will not be able to view it at this stage as they do not have access to the itinerary link.

*Note: When the “Publish” button is pressed, both saving the draft and executing AI Translate will be performed automatically.

Step4: Post to the chat

Once the itinerary is published, the “Post to the Chat” button will appear.
Please click the button, and the link to the itinerary will be posted in the corresponding chat.

Chat Image of the Posted Itinerary