Welcome to Lato! ✈️🙂 This guide will walk you through your first trip, whether you’re starting from scratch or using our AI-powered features.

Three Ways to Create a Trip in Lato

  1. New Trip - Creating a trip from scratch with basic details

  2. Import File - Uploading an existing PDF or DOCX document

  3. Generate with AI - Letting our AI create a trip based on your requirements

Creating a New Trip

  1. Go to Trips and click the "New trip" button

  2. This opens a simple form where you’ll enter basic trip details

  3. You’ll need to provide:

    • Start date - when your trip begins

    • Client name - the name of your client or traveller

    • Language - choose the language for your trip (defaults to your account language)

  4. Click “Create trip” to generate your new trip

  5. You’ll be taken to the trip editing interface

Importing From a File

  1. Go to Trips

  2. Click the “New trip” button

  3. Select “Import file”

  4. Upload your document:

    • Upload a PDF or DOCX file containing trip details

    • Our AI will automatically extract and organise the information

  5. Review and edit:

    • Check the imported content for accuracy

    • Make any necessary adjustments before finalising

AI Trip Generation

  1. Go to Trips

    • Click the “New trip” button

    • Choose “Generate with AI”

  2. Describe your trip:

    • Tell our AI what kind of trip you want to create

    • Be as specific as possible about destinations, activities, and preferences

  3. Review and customise:

    • Review the AI-generated trip

    • Make any adjustments to better suit your needs

I’ve Created my Trip. What’s Next?

Once you’ve created your trip, you’ll enter the trip editing interface with these main sections:

  1. General

    • Edit trip title, description, and client details

    • Add traveller information

    • Upload important documents

  2. Itinerary

    • Plan your day-by-day activities

    • Add destinations, hotels, and transport

    • Include activities and points of interest

  3. Calculation

    • Calculate trip costs and pricing

    • Add margins and fees

    • Generate pricing breakdowns

  4. Price

    • Set final pricing for your trip

    • Add what’s included and excluded

    • Create professional price presentations

  5. Share

    • Share your trip with clients

    • Generate shareable links.

    • Send trip invitations

Additional Sections

  • Tasks - Keep track of trip-related tasks

  • Notes - Add private notes and reminders

  • Settings - Configure trip preferences and options

Tips for Success

  • Start simple - Begin with basic details and build from there

  • Use descriptions - Detailed trip descriptions help clients understand what they’re booking

  • Save regularly - Your changes are saved automatically, but it’s good practice to check

  • Test sharing - Use the preview feature to see how your trip will look to clients

Need Help?

If you run into any issues or have questions:

  • Check our other help articles for detailed guides

  • Contact our support team for personalised assistance

  • Use the in-app help features for context-specific guidance

Happy trip planning! 🙂