Add-ons and Travel Protection in the New Proposal Editor

The proposal editor has two separate cards for this, instead of the old combined "Add-ons & travel insurance" panel: an Add-ons card (one table, no popup) and a Travel protection card (four modes, a live client preview). Both live in the same place the old panel did — scroll down from your options.

These two cards are the new proposal editor, which is the default. If your editor still shows a single "Add-ons & travel insurance" section with a modal for each add-on, you're on classic, which goes away after two weeks (choose Use the new editor → to switch) — see Creating and Sending Proposals for how add-ons and insurance work there. Everything you build in either editor is stored the same way and behaves the same for your client; only how you edit it differs.

The Add-ons Table

Every add-on on the proposal is a row in one table — excursions, transfers, insurance-adjacent extras you've built by hand, anything. Click a row to open its editor in place; there's no popup to close and reopen.

Selling extras on a trip that's already booked? Click Offer add-ons on the trip, or pick Extras for a booked trip when you start a new proposal. The offer opens straight on this Add-ons card. See Post-Booking Add-on Offers.

How it's offered

Each row shows how it's offered to the client, as one of four choices:

• Client opts in — an ordinary checkbox. The client ticks it (or doesn't) and the price is added only if they do.
• Included — no checkbox. It's already in the total, and the client sees it listed as a package perk they don't have to pick.
• Quote later — no price shown yet. You'll follow up with a real number once you have one.
• Paid at destination — a resort fee, tourist tax or anything else the client pays the hotel on arrival. The client sees it on the option card as Paid at the resort: Resort fee $368, with no checkbox, so they can't remove it. It is never added to the option's price, the deposit, the invoice or the booking, because you don't collect it. It works on one option or all of them, so each hotel can carry its own fee.

"Included" with a real price only works when the add-on applies to every option. A row scoped to one or a few options can't be a charged, no-checkbox line — the client picking a different option would have no way to know it was ever part of the price. If you try to mark a scoped add-on "Included" with money attached, the chip is disabled and the row explains: "Included with a price needs All options. For a fee paid at the hotel, pick Paid at destination." An Included add-on priced at $0 (a free perk with nothing to collect) has no such restriction — it can sit on any option.

The quickest way to add a resort fee: in the Add-ons card, open + Add and pick A fee paid at the resort. It starts named "Resort fee" with Paid at destination already chosen. Type the amount and tick the option it belongs to. Paid at destination isn't offered on group pages.

Applies to

A row of toggle chips, one per option on the proposal. Tick the options this add-on should show up on. Leave every chip off, or tick all of them, and it applies to All options — the one value the client-facing page treats as proposal-wide. The table's Applies to column reads "All options," the single option's name plus "only" when just one is ticked (e.g. "Four Seasons only"), or a count ("3 options") when several are.

On an itinerary day

Pick the day this add-on belongs to from a dropdown built off the option's (or the trip's) dates. The row then shows "Day 3" next to it; a row with no day set reads "Any day."

Editing an add-on

Click an add-on's row to open its editor. The settings sit in three bands, top to bottom:

• What it is: Name, the Client line your client reads, + Photo, and the full description.
• Price: Amount and Pricing (Flat, Per person, Per person per day, Per room, or By room type on a package with room types), plus an optional deposit at booking.
• Who gets it: How it's offered, Applies to, On an itinerary day, ★ Recommended (a nudge on the client's page), Who it's for (everyone / adults only / children only) and Quantity. Let client choose asks your client Who's going? with a button per traveler when the trip lists everyone by name, see Post-Booking Add-on Offers.

Click More for the settings you need less often:

• Inventory (optional): a cap on how many can be booked
• Section heading (optional): a group or location label the add-on sits under
• Pick-one group, with Choice group (optional) (see Add-on Choice Groups)
• Extends the trip: for pre- or post-nights, with Nights added
• Save to library

The row's ⋯ menu holds Save to library, Duplicate, and Delete (with an undo toast — nothing is deleted outright). Drag the handle on the left to reorder rows.

The Travel Protection Card

Travel protection — what used to be called "travel insurance" in this editor — now has its own card, directly below Add-ons. It's one of four modes, picked from four tiles at the top:

Whichever mode you pick, the card's right-hand rail shows "What [client's first names] see" — a live preview of the exact wording and layout your client gets at checkout, updating as you edit.

Each plan's own details

Offering several plans? Each one can carry its own policy file, so your client opens the right details for the plan they are looking at.

1. Click the ⋯ beside a plan and choose Edit.
2. Under Plan details, click Attach this plan's details (PDF or photo) and pick the carrier's PDF, or a screenshot of it.
3. Do the same for the next plan.

On the proposal, each plan shows a Plan details (PDF) button under its description (Plan details for a photo). Opening it never changes which plan your client has picked. The file's name stays with you; your client only sees the button.

To swap a file, click Replace. The bin icon removes it. Each plan's Photo holds one picture, which shows beside the plan as a small thumbnail. Put anything longer, like a page of coverage, under Plan details.

The Quote for the client PDF under More still covers the whole section. Use it when you have one quote for all your plans.

Required adds a Price row

Switch to Required and the card adds a Price row where you set the premium — Per traveler or Flat total. Picking Required also turns on Collect the full premium at booking automatically (you can still turn that switch back off), so the premium is collected the moment the client books rather than billed separately later.

The not-offered reason

Pick Not offered and the card asks why, from a Reason dropdown: Domestic day trip, Cruise line's own policy, Client has annual cover, or Other (which adds a free-text note). This is optional, but leaving it blank triggers the warning below.

The amber warning

If protection is Not offered, no reason is given, and there's no other record of an insurance decision on the trip (no legacy recommendation, no per-option override), the card shows an amber notice:

No offer, no decline on record. Most agencies want a documented offer on every trip — if this is deliberate (a domestic day trip, a cruise line's own policy), say why so it shows on the trip.

The same state shows amber in the editor's rail (● Travel protection · not offered) and gets flagged under "worth a look" on Review & send. Pick a reason from the dropdown and both clear.

The Quote-Later Reminder

Pick Quote later and a Remind me to send the quote toggle appears. Turn it on and choose how many days after booking to be reminded (1, 2, 3, 5, 7, or 14 days).

When the timer runs out, JourneyFuse writes a task on the trip — something like "Send [client]'s travel protection quote" — so it lands on your normal task list rather than depending on you remembering. A few things to know about how it fires:

• It only checks proposals the client has already accepted. The clock starts at acceptance, not at send.
• It only fires for proposals accepted within the last 45 days. Turning the reminder on for a proposal the client accepted longer ago than that does nothing — there's nothing to reset sooner; the acceptance itself is already outside the window.
• It won't fire again once it has fired once, and it never fires if the client already declined protection outright or if an insurance booking already exists on the trip — at that point the loop is closed.

The Agency Default

Set a workspace-wide starting point under Settings → Agency & Branding → Defaults, in the Travel protection defaults card, under Default protection on new proposals (Settings → My Business if you are a solo advisor). Pick None — decide per proposal, or one of Optional, Required, Quote later, or Not offered.

Whatever you pick is stamped onto every new proposal from then on — it never edits proposals you already made. The Travel protection card's header shows your current default (or "none set") so you always know what a fresh proposal will start from.

What the Client Sees

The client-facing wording changed along with the new cards:

• The section is titled "Protect your trip," not "Travel insurance."
• A Quote later row shows a "Quote to follow" badge instead of "Quote on request."
• A Paid at destination fee shows under the option's price as Paid at the resort, and again at checkout under the total, with the note "You pay this at the resort. It isn't part of this total." It is listed on the PDF too.
• The button to request a quote reads "Yes, quote me," not "Get a quote."

Everything else about checkout — accepting an option, paying a deposit, signing terms — is unchanged.

Related

• Creating and Sending Proposals
• Add-on Choice Groups
• Proposal Checkout
• Trip Terms & Insurance Card