Creating a Trip in Lato: Quick Guide

Welcome to Lato! ✈️ Creating a trip in Lato is the first step to building a professional travel itinerary. This quick guide shows you how to create a new trip , enter essential trip details, and start adding itinerary elements so you can begin planning and sharing your trip in just a few minutes.

Four Ways to Create a Trip in Lato

New Trip - Creating a trip from scratch with basic details
Import File - Uploading an existing PDF or DOCX document
Import URL - Copy/paste a URL to import all information for your trip
Generate with AI - Letting our AI create a trip based on your requirements

Creating a New Trip

Go to Trips and click the “New trip ” button
This opens a simple form where you’ll enter basic trip details
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)
Click “Create trip ” to generate your new trip
You’ll be taken to the trip editing interface

Importing From a File

Go to Trips
Click the “New trip ” button
Select “Import file ”
Upload your document:
- Upload a PDF or DOCX file containing trip details
- Our AI will automatically extract and organise the information
Review and edit:
- Check the imported content for accuracy
- Make any necessary adjustments before finalising

Importing From a URL

Go to Trips
- Click the “New trip ” button
- Choose “Import from URL ”
- Insert the URL of the page you want to use
- Press “Import ”

Note: URL trip import pulls images from the source website, and onboarding automatically scrapes an example trip from your root website.

Wait for AI to work its magic:
- When the trip is imported you can preview the outcome
- If you are not happy with it, press “Try again ” and our AI will redo the import
- If you are happy with the result, press “Accept trip ” and it will be added to your trips
Review and customise:
- After the trip is imported you can review it in your Trips menu
- Make any adjustments to better suit your needs

Generating with AI

Go to Trips
Click the “New trip ” button
Select “Generate with AI ”
Write your trip description as detailed as possible
- destination
- what elements you want
- trip start date and length
- images, flights, etc…
Click on thearrow to start creation
When the creation is done you can Preview (👁) the trip
Choose “Accept trip ” if you are please with the result, or “Try again ” if our AI should give it another go

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:

General
- Edit trip title, description, and client details
- Add traveller information
- Upload important documents
Itinerary
- Plan your day-by-day activities
- Add destinations, hotels, and transport
- Include activities and points of interest
Calculation
- Calculate trip costs and pricing
- Add margins and fees
- Generate pricing breakdowns
Price
- Set final pricing for your trip
- Add what’s included and excluded
- Create professional price presentations
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

How can we help you?