Cloning a Trip to a New Date

Why Clone

Travel agents plan similar trips over and over — the same 7-day Tuscany itinerary for different couples, the same Disney World template for families, the same wellness retreat structure for repeat clients.

Cloning lets you take a trip you've already built and spin up a fresh copy for a new client (or a new date) without rebuilding from scratch.

When Cloning Is Available

The Clone icon appears on the trip header (next to the Invite Guests button) only for users who are members of an agency workspace. Individual Plan Harmony users don't see this feature yet.

If you're an agency member, you can clone any trip you have access to — including past trips and trips for other clients (within your agency).

The Clone Trip Dialog

Clicking the copy icon on the trip header opens a small dialog:

• Title (optional) — the placeholder shows "Original Title (Copy)". Override it with any name.
• New Start Date — required. Pick the start date for the new trip.

Click Clone Trip. Plan Harmony builds the new trip in the background and takes you to its calendar once it's ready.

What Carries Over

The clone dialog describes the behavior directly: "All events will be duplicated with their relative timing preserved. Budget items will be copied." In practice the trip structure — destination, banner, description, timezones, and the full event list — carries over so the clone is immediately usable.

Guest lists don't copy because each cloned trip is typically for a new client — you wouldn't want the previous client automatically carried over.

Relative Timing

Event timing is anchored to the trip's start date. If the original trip started on April 1 and the welcome dinner was on April 3 at 7 PM, and you clone with a new start date of July 10, the welcome dinner lands on July 12 at 7 PM.

This preserves the rhythm of the itinerary — arrival day, rest day, the big excursion on day 4, the wind-down days at the end — while letting you slide the whole thing to a new calendar slot.

Timezone assignments are also preserved. If an event was in America/New_York on the original, it stays in America/New_York on the clone.

Trip Duration

The clone has the same duration as the original. A 7-night trip clones to a 7-night trip. If you need to change the duration, edit the end date on the clone's Settings page after it's created.

After Cloning

Once the clone is created, you'll typically:

1. Rename it if you didn't during clone (e.g. "Smith Family — Tuscany 2026")
2. Review the dates to make sure seasonal events still make sense (if the original was in summer and the clone is in winter, you may need to swap a few activities)
3. Invite the new client(s) using the Invite Guests button or Add Client dialog
4. Upload new documents (attachments don't carry over)
5. Tweak events as needed — prices, restaurants, lodging often change between bookings

Tips

• Build a "template" trip. Create a stub trip with your favorite itinerary skeleton — a generic week-in-Tuscany, a standard honeymoon in Bali — and clone it every time you book a similar one.
• Use trip titles to signal which are templates. Prefix template trips with [TEMPLATE] so they're easy to spot in your trip list and you don't accidentally share them publicly.
• Clone from a trip that's already been executed. Trips you've already run have the best real-world detail — real restaurant choices, actual timings, vetted suggestions.
• Remember to re-upload documents. Attachments don't carry over, so if the original had a detailed welcome packet PDF, upload a fresh copy to the clone.