This guide walks through the shortest path to a working trip with one option - enough to explore the Trip Editor and start costing.

Before you start

1. 1

   Sign in to Columbus. Complete onboarding if you are asked to create or join a company.

2. 2

   Make sure you are on a team (your admin assigns this). Trips are owned by a team so the right people can see them.

Create a customer

1. 1

   Open Customers from the sidebar.

2. 2

   Click Add customer and enter name, email, and phone.

3. 3

   Save. The customer belongs to your active company.

Create a trip

1. 1

   Open Trips from the sidebar.

2. 2

   Click New trip. Choose the customer, your team, a title, number of travellers (adults/children), and status Inquiry.

3. 3

   Save. Columbus creates the trip and a default trip option automatically.

Open the Trip Editor

1. 1

   From the trip page, open the default option.

2. 2

   Click Edit to open the Trip Editor.

3. 3

   Add days, place locations on the map, and add itinerary items (stays, transfers, activities). Click Save when you are done.

What to do next

• Trip Editor - map, days, and saving your work
• Costing - add supplier costs linked to items
• Quote to customer invoice - price and bill the customer
• How a trip flows end to end - full lifecycle overview