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Create & Manage Packages

Bundle trip items into a single priced package: three ways to create one, how package pricing and payments work, and how itemized add-on pricing fits in.

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Written by Katie Brian

A package bundles several trip items into one priced unit: the client sees and pays one package price, not each item's cost. Use it for supplier bundles (flight plus hotel plus transfer sold together), all-inclusive deals, or anywhere itemized prices don't make sense to show.

Packages are a pricing and billing grouping, not a proposal component. There's nothing to drag onto the proposal canvas: items stay where they are in the itinerary, and the package wraps them for pricing, payment, and invoicing.


How packages work

When an item joins a package, it stops carrying its own price: the package carries the price, the payment schedule, and the booking and commission details for everything inside it. On the Bookings tab, the package appears as a folder row you can expand, with its member items nested beneath it showing dashes in the Cost column (see Understanding the Bookings Tab). On the invoice, the package is one line; you can itemize what it includes with sub-lines (see Generate & Customize an Invoice).

There are three ways to create a package, plus one automatic case.


Way 1: from an item's Pricing & Booking tab

  1. Open the item's edit drawer and go to Pricing & Booking.

  2. Under How is this activity invoiced?, select Part of Trip Package.

  3. A Trip Package field appears with a Select or create a package dropdown. If no packages exist yet, it reads "No trip packages yet — type a name to create one." Pick an existing package, or type a new name and click Create "[name]".

If the item was already marked as booked, TripLoft shows an "Add to trip package" confirmation first: once added, the item is no longer marked as booked and any associated commission payments are deleted, because those are managed at the package level from then on. Click Confirm to proceed.

Once the item is in a package, its Pricing & Booking tab slims down: the item-level pricing, payment, and booking sections give way to a green note reading "Looking to Edit this Trip Package Pricing? Please visit the Bookings tab to manage trip package pricing and booking details," with only Confirmation Details (and Upload Receipts) remaining at the item level.

[SCREENSHOT: Part of Trip Package selected, with the Trip Package dropdown showing Create "All Inclusive Resort"]

[SCREENSHOT: An item's Pricing & Booking tab after joining a package, with the green Bookings-tab pointer]


Way 2: from the Bookings tab, as a new item

On the trip's Bookings tab, click + New Item. The dropdown lists Package at the top, followed by the same trip components you'd add to a proposal. Pick Package, give it a name, and save. This creates an empty package you can then move items into.

[SCREENSHOT: The + New Item dropdown with Package at the top of the list]


Way 3: from the Bookings tab, in bulk

Tick the checkboxes of several items in the bookings table. An action bar appears at the bottom: "N selected · Change Package." Its dropdown lets you:

  • Pick an existing package: the selected items move into it

  • New Package: opens the Edit Package drawer with the default name "New Package" for you to rename; on creation, the selected items are added to it

  • No package: removes the selected items from their package, returning them to individually invoiced items

This is the fastest way to package many items at once, and also how you move items between packages or pull them back out.

[SCREENSHOT: Two items selected with the action bar showing Change Package, and the dropdown with Packages, No package, and New Package]


Price and manage the package

The package itself is managed from the Bookings tab. Click the package row (or its menu) to open the Edit Package drawer, which has two tabs: Pricing & Booking and Attachments.

On Pricing & Booking you set:

  • Package Name

  • How is this activity priced?: Fixed total or Per Person

  • Pricing details: total price (including taxes & fees), the taxes & fees portion, and currency

Below that, the drawer carries the same sections as any priced item: Credit Card Authorization & Payment (payment schedule, partial payments, expected payments, Log Payment), Booking, Commission, and Confirmation Details, all working exactly as described in Payment Schedule & Authorization Requests, just at the package level. Use Attachments for any documents belonging to the bundle.

[SCREENSHOT: Edit Package drawer showing Package Name, the pricing model toggle, Pricing details, and the payment schedule]


Itemized pricing within a package

Normally everything in a package is absorbed into the single package price. Itemized pricing is the exception: a specific item inside the package (typically an add-on, such as an optional excursion sold alongside a supplier bundle) carries its own visible price. The item stays within the package, but its cost shows separately and is added on top of the package price, so the client sees the bundle price plus the itemized extras rather than one merged number.

This happens automatically for supplier bookings: when you import a booking, TripLoft creates the package for you (named after the supplier and booking reference), marks each booked item as Part of Package, and gives any supplier-flagged add-on itemized pricing. See Import a Supplier Booking.

This is the pricing flow we're working toward. For now, packages carry a single price and items inside them aren't itemized separately. We'll notify you through the in-app changelog widget and by email when itemized package pricing ships.


Related articles

  • Configure Pricing for Proposal Components

  • Payment Schedule & Authorization Requests

  • Understanding the Bookings Tab

  • Generate & Customize an Invoice

  • Import a Supplier Booking

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