Split Bundle Proposals

Sometimes a client doesn't want a single all-inclusive package — they want to mix and match. With Split Bundle proposals, you can quote a hotel, theme park tickets, and a day-tour excursion all on the same page, and your client picks one from each category. The total updates as they go, and when they approve, every pick lands on the trip as its own booking.

Perfect for: Disney trips with separate park tickets and lodging, Bahamas trips with cruise + airport hotel, ski trips with rental + lift tickets, or any quote where the client is choosing à la carte instead of an all-in package.

How It Works

Every option in a proposal has a Bundle Category (set on the option editor card). When a proposal contains options across more than one category, the public proposal page automatically renders a "Build Your Bundle" view with one section per category. The client picks one option in each section, and the running total in the header sums their selections.

If a proposal has options in just one category (the default — Package), nothing changes — it renders the classic "Your Options" view exactly like before.

Setting Up a Split Bundle

Step 1: Add Your Options

Open the trip's Proposal tab and add an option for each thing the client is choosing from. For a Disney + airport hotel quote:

• Option 1 — All-Star Music Resort (the actual on-property hotel)
• Option 2 — 4-Day Park Hopper tickets
• Option 3 — Hyatt Regency Orlando Airport (the night-before stay)

You can also add multiple options within a category — e.g. three different on-property hotels for the client to compare.

Step 2: Tag Each Option's Category

On each option's editor card, set the Bundle Category to one of:

• Package — full vacation package that includes lodging + activities (default)
• Hotel — standalone lodging
• Tickets — theme-park tickets, attraction passes, event/concert tickets
• Excursion — tours, day trips, shore excursions, activities
• Flight — standalone air
• Transport — airport transfers, car rentals, ground transportation
• Other — anything that doesn't fit above

As soon as your options span more than one category, you'll see a green "Split bundle proposal" banner above the option cards confirming the client will see the bundle picker.

Step 3: Send & Track

Click Send to Client as you would any proposal. The client sees a "Build Your Bundle" page with one labeled section per category and a "choose one of N" hint. Their bundle total updates live as they make selections.

What Happens When the Client Approves

Approving a split-bundle proposal creates one booking row per category on the trip's Bookings tab — so you have a clear checklist of what to confirm with each supplier. For our Disney example above, you'd see:

Booking	Type	Status
All-Star Music Resort	hotel	not_booked
Park Hopper tickets	park	not_booked
Hyatt Regency Airport	hotel	not_booked

You'll also see itinerary blocks for each pick on the trip's Itinerary tab — hotel options become hotel blocks, everything else becomes activity blocks tagged with the category.

Pricing & Deposit

The proposal's deposit settings still drive the deposit math, but they apply to the bundle total (sum of all selections) — not just one option. So if your deposit is set to 25% and the client picks a $9,000 bundle, the deposit owed is $2,250.

Commission Tracking

Each of the four booking rows tracks commission independently. Set commission rates as you confirm each booking with its supplier — your reports will show commission per supplier rolled up to the trip total.

AI Import Knows About Categories

When you paste a quote or import from a URL, the AI automatically tags each extracted option with the right category — for example "Disney 4-Day Park Hopper" → tickets, "airport Hyatt 1 night" → hotel, "snorkel excursion" → excursion. You can always change the category after import on the option's editor card.

Tips

• Default to Package. If you're quoting a single all-inclusive trip, leave every option as Package. The split UI only kicks in when categories vary.
• Use Hotel + Hotel for "compare these two stays." That's still a single-category proposal — the client picks one hotel from a couple of options. No split UI.
• Order matters within a category. Drag options to set the order the client sees them within each section.
• Mark a recommendation per category. The "Recommended" toggle on an option pre-selects that option in its category when the page loads.