Setup Guide

How to Set Up ChatGPT
for Your Tour Business

ChatGPT with a paid plan ($20/mo Plus) is a capable writing and research tool for tour operators — if you set it up properly. Most operators open a chat, type a question, and get generic output. This guide fixes that.

This guide gets you from a paid plan to a working setup in under 30 minutes.

What it's good at

  • Drafting guest communications
  • Writing marketing copy
  • Repurposing content across channels
  • Researching destinations and competitors with live web search
  • Brainstorming product ideas

Where it hits a wall

  • Works inside chat windows, not files
  • You'll still copy and paste output into Word, Canva, or your email tool
  • Can't read your booking system or send emails on your behalf

If you want an AI that produces finished documents, spreadsheets, and presentations directly, see the Claude Cowork guide.

1

Set up Custom Instructions (do this first)

Go to Settings → Personalisation → Custom Instructions. This is the single most important setup step. Whatever you put here applies to every chat, every time — so you stop repeating yourself.

Paste this and edit the brackets:

About me: I run a small tour operator. We sell [type of tours] in [destination]. Our ideal customers are [audience]. We position ourselves as [budget/mid-range/premium]. Our booking channels are [Viator/GetYourGuide/direct website/etc].

How to respond: Use simple, clear English. Be concise and practical. Prefer tables where useful. Do not use jargon. When writing guest-facing content, make it warm and clear. When writing internal content, make it direct and actionable. Sound human, expert and calm — never robotic or overexcited.

Business priorities: Help me increase conversion, save time, improve guest experience and protect margin. Do not promise anything operationally risky. Prefer premium positioning over discounting.

You set this once. It shapes every conversation from here.

2

Turn on Memory

Go to Settings → Personalisation → Memory. Turn it on.

Memory lets ChatGPT remember useful details you mention across chats — your tour names, your preferred spelling, your audience, recurring workflows.

Good things to save

  • Company name, products
  • Target guest profile
  • Tone of voice
  • Writing preferences
  • Seasonal patterns

Keep out

  • Passport details
  • Card numbers
  • Sensitive staff or customer data

Treat memory like a shared notebook anyone on your team might see.

3

Create your Projects

Projects are how you keep work organised. Without them, you'll end up with dozens of disconnected chats and no way to find anything.

Create these four to start:

Sales & Enquiries

Upload: FAQ document, pricing sheet, cancellation policy, strong enquiry reply examples

Use for: Drafting replies, handling objections, writing upsell messages

Marketing & Content

Upload: Brand tone notes, audience description, 3-5 examples of your best content

Use for: Social captions, email campaigns, blog drafts, ad copy

Product & Itineraries

Upload: Current itineraries, supplier notes, inclusion/exclusion lists

Use for: Rewriting trip pages, building pre-departure packs, new product descriptions

Operations

Upload: SOPs, guide briefing templates, checklists, waiver text

Use for: Run sheets, staff briefs, guest communications, internal docs

Reviews & Reputation

Add this project when you're ready — drop in your TripAdvisor and Google reviews as a batch and use it to spot patterns, draft responses, and identify service improvements.

Upload your top 10 files across these projects: your best itinerary, FAQ page, pricing sheet, T&Cs, cancellation policy, a handful of strong reviews, brand wording notes, a couple of sample emails, supplier info, and one SOP. That's enough to start. Add more as you go.

4

Learn the prompt formula

Most weak output comes from weak prompts. Use this structure:

1

Role — who ChatGPT is acting as

"You are my sales manager for a small walking tour company."

2

Context — the business facts that matter for this task

"We sell premium small-group food tours in Edinburgh for US couples aged 45 to 65."

3

Task — one clear job

"Write a reply to this enquiry."

4

Constraints — tone, length, format

"Keep it under 180 words, warm, clear and premium."

5

Source material — point to files or paste text

"Use the pricing sheet and cancellation policy in this project."

6

Output — the exact deliverable

"Give me subject line, email body, and three follow-up questions."

You don't need all six parts every time. But when output disappoints, it's almost always because one of these was missing.

5

Use Search when facts must be current

ChatGPT Search pulls live information from the web. Use it for anything where being out of date would hurt you:

Visa requirementsAttraction opening timesCompetitor pricingWeather patternsLocal eventsMarket research

Don't use it when you need ChatGPT to work from your files and context — Search mode shifts its attention to the web rather than your uploaded documents.

The rule:

If you're writing, use your project with files. If you're researching, use Search.

6

Build your weekly workflow

The operators who get real value use ChatGPT on a rhythm, not randomly. Here's a practical weekly pattern:

MondayPlan the week

"Using everything in this project, give me this week's priority list for sales, marketing and operations in a table."

Project: Sales & Enquiries
Every new enquiryDraft a reply

"Write a reply. Keep it warm, confident and short. Answer likely objections and include one upsell."

Project: Sales & Enquiries
When a review arrivesTurn it into action

"Summarise the lesson, draft a response, and suggest one operational fix."

Project: Reviews & Reputation
When creating contentRepurpose one idea many ways

"Turn this into a LinkedIn post, email intro, Instagram caption and short blog outline."

Project: Marketing & Content
Before each departureCreate an ops pack

"Using this itinerary and guest list, create a guide briefing, guest checklist and pre-departure email."

Project: Operations
End of weekSpot patterns

"What patterns do you see from this week's enquiries, reviews and questions? Show risks and opportunities."

Project: Any
7

Advanced features — only after the basics work

Custom GPTs

Pre-configured versions of ChatGPT for a specific job. Useful for repeat tasks like "write a Viator listing" or "draft a review response." But don't build them until you've been using Projects and Custom Instructions for at least two to three weeks. They don't have access to Memory, so they're less context-aware than a well-set-up Project.

Tasks

Scheduled prompts that run automatically. Useful for weekly content reminders, Monday planning nudges, or monthly review audit prompts. Available on some paid plans.

Build habits with the basics first. The advanced features are refinements, not foundations.

Before every session — the 3-point check

  1. 1Am I in the right Project for this task?
  2. 2Are my files uploaded and current?
  3. 3Am I giving a clear prompt — role, context, task, output?

If all three are yes, start working.

Common mistakes to avoid

Using one random chat for everything.

Your marketing prompt sits next to your supplier email sits next to your itinerary rewrite. Nothing has context. Use Projects.

Treating ChatGPT like Google.

If you ask "what are the best tours in Rome?" you'll get a generic list. If you ask "based on our guest profile and positioning, what tour format would work as a second product in Rome?" you'll get something useful. Context and files make the difference.

Building Custom GPTs before your basics are solid.

Projects with good files and Custom Instructions will outperform a Custom GPT with no context every time. Get the foundation right first.

Trusting all facts without checking.

ChatGPT can confidently state things that aren't true, especially about specific prices, opening times, and local details. Use Search for current facts and verify anything you'll publish.

Uploading sensitive data carelessly.

Don't put customer passport details, credit card numbers, or private staff information into any AI tool. Keep it to business context — products, pricing, policies, content.

Want finished files?

Claude reads your files and produces real deliverables.

Claude

Google Workspace?

Gemini lives inside Gmail, Sheets, Docs, and Maps.

Gemini

Social intelligence?

Grok searches X in real time for live guest sentiment.

Grok

Need autonomous execution?

Manus plans, researches, builds, and delivers finished work.

Manus