Setting up Tour Categories
Creating Tour Categories
Overview
This module explains how to use Tour Categories to group related tours together in OpsDriver. Categories help organize your tour offerings and support cleaner reporting and filtering for both internal use and customer-facing portals.
1. What Are Tour Categories?
Tour Categories are high-level buckets used to classify tours.
Examples include:
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Casino Trips
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Festival Trips
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Disney Trips
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Skiing Trips
These groupings allow you to:
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Simplify filtering in reports
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Organize tour boards
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Improve internal and external navigation
2. Where to Create Tour Categories
Steps:
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Navigate to the TourDriver module
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Click on Tour Categories under the Tours subheader
You’ll see a list of existing categories and can manage them from this screen.
3. Creating a New Tour Category
Steps:
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Click the “Add Tour Category” button
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Type in a description for your new category
Example: “Skiing Trips”
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Click Save
The new category is now available to assign to any tour itinerary you build.
4. Using Tour Categories
When building a tour:
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Assign it to a Tour Category
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This category will appear in:
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Tour Board filters
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Reporting filters
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Customer-facing groupings (if configured)
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Best Practices
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Use simple, customer-friendly names (e.g., “Weekend Getaways”)
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Group similar tours together (e.g., all casino trips under one category)
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Avoid overlapping categories to maintain clarity
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Review categories periodically and merge if needed
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