A package is a way to sell several items as one. The client sees one price and pays it once, rather than a cost against each flight, hotel, and transfer. Use it for supplier bundles sold together, all-inclusive deals, or anywhere breaking out the individual costs would confuse more than it clarifies.
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, the package takes over its pricing, payment schedule, and booking and commission details. Most items are absorbed into the single package price. Items you give itemized pricing keep a visible cost of their own, added on top of the package base price.
On the Bookings tab, the package appears as a folder row you can expand. Nested items show Included when their cost is covered by the package base price, or their own price when itemized. See Understanding the Bookings Tab.
On the invoice, the package is one line, and you can itemize what it includes with sub-lines. See Generate & Customize an Invoice.
There are three ways to create a package.
Path 1: Package one item as you price it
Open the item's edit drawer and go to Pricing & Booking.
Under How is this activity invoiced?, select Part of Trip Package.
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]".
Once the item is in a package, its Pricing & Booking tab slims down. Item-level pricing, payment, and booking give way to a pointer to the Bookings tab, leaving Confirmation Details and Upload Receipts at the item level.
Path 2: Create an empty package first
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.
Path 3: Package several items at once
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.
Adding an item that's already booked
However you add it, if an item was already marked as booked, TripLoft asks you to confirm first. The item stops being marked as booked and its commission payments are deleted, because both are managed at the package level from then on.
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, Booking, Commission, and Confirmation Details, all working as described in Payment Schedule & Authorization Requests, just at the package level. Use Attachments for documents belonging to the bundle.
See the breakdown
Scroll to Pricing items in the Edit Package drawer. It lists the base price, every item in the package marked either Included or with its itemized cost, and the package total at the bottom.
Itemized pricing within a package
Most items in a package are absorbed into the package base price. An itemized item keeps a visible price of its own, added on top of the base price. It suits add-ons and upgrades where the client should see the extra cost rather than have it merged into one number.
Add itemized pricing to an item
When you set an item to Part of Trip Package, its pricing fields disappear and an Add itemized pricing button takes their place. Click it and the price fields return.
Set the pricing model and enter the price as you would on any component. To remove itemization later, use the trash icon on the Itemized pricing card. The item goes back to being covered by the base price.
Good to know: An item that was already priced before you moved it into a package keeps that price as itemized pricing automatically. You don't need to re-enter it.