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!
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.
No
Item
Description
1
Original Language:
Select the original language in which the itinerary will be created. *The selected original language cannot be changed later.
2
Company Logo:
Upload the company logo to be displayed on the itinerary.
3
Chat:
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.
4
Price:
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.
5
Due Date:
Please set the **Due Date** as the validity period for the travel cost presented to the customer.
6
Main Image:
Upload a cover image for the itinerary.
Itinerary: Schedule Details
items (events) and Library contents can be moved by drag-and-drop.
No
Item
Description
1
Itinerary contents
Please add travel event items to this section.
Items can be moved by drag-and-drop.
2
Library
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
No
Item
Description
1
Date
Travel Date.
2
Title
The Title for the day.
3
Meals
Meals 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.
4
Close
You can hide the items for this day.
5
Delete
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.
No
Item
Description
1
Category
Item category. Clicking this icon allows you to change the item’s category.
2
Country
The name of the country where the events (items) below take place.
3
Area
The name of the area where the events (items) below take place.
4
Add new area
You 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.
5
New item
Add a new item (event).
6
Delete
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
Category
Description
Activity
Arrangements for sightseeing spots and experience-based activities.
Flight (International)
Arrangements for International Flights
Flight (Domestic)
Arrangements for Domestic Flights
Car
Arrangements for Private Vehicles
Rail
Arrangements for Trains
Bus
Arrangements for Buses (Do not include here if the customer is arranging their own bus transportation.)
Cruise/Ferry
Arrangements for Cruises and Ferries
Other Transportation
Arrangements for Other Means of Transportation
Hotel
Arrangements for Accommodation
Breakfast
Arrangements for Breakfast
Lunch
Arrangements for Lunch
Dinner
Arrangements 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).
Attachment
You can register attached files within the itinerary.
No
Item
Description
1
Category
Item category. Clicking this icon allows you to change the item’s category.
2
Time
Please enter the start time for this event (optional). e.g., 9:00, 3:00 PM, Afternoon…
3
Guide
If a guide/assistant is to be arranged for this event, please select the appropriate item from the list.
4
Title
Please enter the title for this event. (optional : Either Title or Notes is required)
5
Google 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.
6
Notes
Please input a description of this event. (optional : Either Title or Notes is required)
7
Save to Library
Save this item to the Library.
8
Copy
Duplicate this item.
9
New item
Add a new item (event).
10
Delete
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.
No
Item
Description
1
“Reflect the Itinerary Details” button
When you push “Reflect the Itinerary Details” button, the content entered in the Itinerary will automatically be reflected in the list.
2
Details
For 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.
No
Item
Description
1
“Reflect the Itinerary Details” button
When you press “Reflect the Itinerary Details”, the content entered in the Itinerary (location and hotel name) will automatically be reflected in the list.
2
Details
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.
No
Item
Description
1
Cancellation Policy
Please 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.
3
About tips (Optional)
Please provide the guidelines for tips at the destination.
4
Other (Optional)
Please provide any additional information or precautions if applicable.
5
Company info
Please provide your company’s contact information.
6
Quo No. (Optional)
Please use this section if you need to enter any management numbers related to the quotation (e.g., “Quotation No”)
7
Operator (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)
Translation is executed by clicking the “AI Translate” button.
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.
Publish the itinerary
Finally, please click the “Save as Draft” → “Publish” button. This will publish the itinerary you created.
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.