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See what's new with TravelJoy! (2025 Archives)

Caitlin Bennett
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💡 TravelJoy began publishing release notes for most new features in February of 2022, and this is our new guide to features released in 2025.

To see the 2024 guide, click here.

🎥 View our latest What's New at TravelJoy webinar:

🤩 Have you been wondering what new magic tools have been added to your TravelJoy account?

These release notes will constantly update, providing a summary of the newest feature releases and updates to existing features that you know and love on the TravelJoy platform. Be sure to check back here frequently to see what's new!

❓ Have questions or comments about these new features?

Reach out to us by clicking on the blue Support button on your account. We can't wait to hear your thoughts! 

Jump to release date:

 

🧑🏻‍✈️ Use Copilot when previewing an Itinerary or Smart Proposal (12/11/2025)

Notice something you forgot to add or need to update while previewing your client’s proposal or itinerary? Copilot is now available in preview mode, allowing you to make quick edits without leaving the page.

✨ Use tags to automatically add task lists to trips (12/1/2025) 

Tags can now be added to a trip to automatically import a task list within that trip. Learn how here. 

↩️ Undo your most recent Copilot prompt (11/25/2025)

Not vibing with the most recent change made to your itinerary using Copilot? You can now "Undo" your most recent Copilot prompt with one click! Learn more.

💸 Easy access to invoices for clients (11/17/2025)

When clients access their trip message feed, they will see a link to not only their itinerary, but also any sent and non-expired invoices on the right side of their screen! 

🏷️  Client tagging just got easier (11/14/2025)

You can now add tags to multiple clients at once when viewing your contacts tab in "List" mode. Find out how.

✏️ Share task list templates with other advisors (11/14/2025)

Task list templates can now be shared with colleagues and peers outside of your TravelJoy team. Learn how here. 

✨ The automation tab got a fresh new look (11/13/2025)

It sure is pretty! The automation tab is now sleeker and easier to navigate. Check it out in your account! 

🛣️  New merge fields available in email templates (11/11/2025)

Get ready to customize your email templates further with the addition of new merge fields: 30 days before trip start date, 60 days before trip start date, and 75 days before trip start date. Learn how to use merge fields here.

📚 Access your Library right from Copilot (11/11/2025)

Now you can easily access and add Library items and past proposals when crafting Copilot prompts!  Learn more.

🧑🏻‍✈️ Create itineraries in just seconds using Copilot (10/22/2025)

Harness the power of AI by using Copilot to build out an entire Itinerary or Smart proposal! Simply type in the details of the trip and copilot will take it from there! Learn more here.

📝 An invoice exclusively for planning fees is live (9/18/2025)

We've released a third invoice type: a planning fee invoice! This invoice automatically checks the box to have your planning fee automatically withdrawn to your bank account. Learn more here.

☘️ Adding items to your library has moved (8/28/2025)

You can now add a library item from the item's three dot menu, right underneath change item type.

🔄 Change itinerary item types anytime (8/28/2025)

Need to fix an item type? Now you can change it on the fly without starting over, like from "General" to "Lodging". 

💶 Offer different currencies on smart proposals (8/27/2025)

An update worth celebrating - display and collect credit card authorizations for different currencies on Smart proposals. Visit the proposal's Pricing settings to get started. 

💰 More options for group booking page payment schedules (8/27/2025)

In addition to offering a deposit and final payment, you can now offer monthly and custom payment schedules, right from the pricing tab when editing your group booking page. 

📬 Never chase a proposal or form again! (8/25/2025)

You can now set automated reminders when sending forms or smart proposals, so clients get timely nudges without you lifting a finger. Learn more about proposal reminders here and form reminders here. 

📧  Enable multiple payment reminders (8/8/2025)

Do your clients need an extra nudge when it comes to completing payments? You can now set up multiple automatic payment reminders to keep payments on track. Visit the Automation tab to enable this feature today! 

⛵ Add or remove extra options on trips booked through Group booking pages (7/28/2025)

If a client forgot to add an extra option when booking through your Group Booking page, you can easily add it to their invoice afterward. Just head to the Group Status tab, find the client’s trip, click the "..." menu under the Actions column, select Edit, and manage their add-ons from there. (Pro tip: You can remove add ons not already paid for using this same steps!)

🍯 The trip navigation bar sticks to the page! (7/15/2025)

The trip navigation bar now stays fixed at the top of the page as you scroll, so you can easily switch between tabs without losing your place.

✈️ The flight tracker on itineraries was improved (7/11/2025)

Flight itinerary changes now update starting 6 months before departure, with delay and cancellation alerts still beginning 3 days prior. All flight emails are now threaded into one conversation, and you can opt in to receive them in your Email Settings.

⏪ Undo a sent email (7/11/2025)

Hit that "Send" button too soon? Not to worry - you can now undo a sent email message within the first several seconds. Look for the green "Undo" banner at the bottom left of your screen to reverse that email while time permits. 

🌴 Group booking pages now powered by group itineraries! (7/10/2025)

Bring the sleek and professional feel of TravelJoy Smart proposals and itineraries to your Group booking page! A seamless experience your clients will love.  Learn more.

📊 Use "This year" option when filtering report data (7/8/2025)

When using the search feature in you Commissions and sales reporting, you can now select the timeframe "This year" to narrow down specific results. 

📈 Get the full picture with your overview report! (7/3/2025)

Total sales, commissions, top clients - and more! The data you need, right where you need it. Check out your Overview report today and learn more here. 

🧼 The sidebar got a refresh (7/1/2025)

We've made changes to the sidebar to give it a clean new look! This update makes it easier for agents to navigate and use.

❤️‍🔥 Skip the back and forth by completing forms on behalf of your clients (6/11/2025)

Advisors can now complete forms for clients! This is especially helpful when collecting details over the phone or transferring info from another source. Learn more here.

👵 The relationships tab just got smarter (6/11/2025)

You can now open related client profiles faster using the person icon in the Relationships tab. You’ll also see DOBs and ages at a glance, and you can add new clients without leaving the page.

🤩 Offer single or multi-select options on proposals (6/10/2025)

Customize how clients interact with your proposals. Set each option group to allow either single or multiple selections based on what fits best.

🧐"Marked as paid" icon on invoices (6/4/25)

Never question if a client authorized a payment again. Invoice payment schedules now clearly show a status indicating when a payment is manually marked as paid, as well as details for how the payment was made when it was not a credit card payment in the payments report. Learn more here.

🛂 Securely share client passport details with suppliers (6/3/25)

You can now directly share client passport details with suppliers securely through TravelJoy! Learn more here.

💨 Sections can now be added to the library (5/30/25)

You can now add entire sections to your Library! This makes it easier to reuse and organize your most common trip sections so you can quickly drop them into future itineraries and proposals without recreating them from scratch.

💳 Authorization details on invoice payment schedules
(5/28/25)

Easily recognize payment methods that were used by seeing a description in the payment schedule. When your client authorizes payment, the last four digits of their card will be available in the invoice payment schedule, so you can easily identify what method was used.

📊 Improved search and filter options for commissions and sales (5/27/25)

You can now view your commissions and sales reports with even more filters. You can now sort by trips and clients and new fields to search have been added such as searching via a supplier confirmation number

📧 Receive daily briefing emails right to your inbox (5/14/25)

Stay on top of your day with the new daily summary email! Each morning, you’ll receive a snapshot of your tasks due today, ongoing trips and group bookings, and any recent payments—so you can start your day focused and organized. Learn how to enable it here. 

🎨 Update the color of client-facing buttons to reflect your agency's brand (4/8/2025)

Choose your brand's color to display on proposal approval buttons, form submission buttons, and more! Learn how here. 

💰Share foreign currency credit card authorizations with suppliers (4/18/2025)

Securely and seamlessly share credit card authorization details with your suppliers in any currency. Learn more here.

🎂 Send automated special event emails (4/1/2025)

Celebrate your clients with less effort! You can now automatically send personalized emails for special events like birthdays, anniversaries, and even passport expirations. Set it once and let the system do the rest. Learn how here. 

🗃️ The files tab is now organized (3/27/2025)

Invoices, proposals, and more are now organized into sections for quicker access.

🎩 All template pages in TravelJoy now use a standard format (3/24/2025)

We’ve upgraded all template tables to our standard format, making it easier than ever to sort and filter your data for faster navigation and cleaner organization.

💰 Activities and transfers now available on Group Itineraries (3/18/2025)

The Viator activities and transfers you know and love from Trip Itineraries and Smart Proposals are now available on Group Itineraries! Check out this guide to learn more.

⏰ Automated Faye insurance reminder emails (3/18/2025)

Did you know automatic reminders to purchase travel insurance can increase sales by more than 20%? Now your clients can receive reminders to purchase travel insurance before their trip starts! Learn more here. 

📸 Multi-traveler forms now support passport and vaccine card uploads (3/10/2025)

Multi-traveler forms now allow each traveler to upload their passport and vaccine card directly within the form, making it easier to collect and manage essential documents and smoother form completion.

👨‍👧‍👧 Grant team members and assistants access to team reporting (3/06/2025)

Team reporting just got better! You can now enable or disable team member and assistant access to team-wide reporting from the team tab. Learn how.

📚 Share library items with your team (3/05/2025)

You put a lot of effort into crafting library items for itineraries and smart proposals, and now sharing your hard work with your team is easier than ever! Learn more here. 

↔️ Set up automatic commission splits for bookable items (3/05/2025)

Team owners can set up a Team bank account and enable automatic commission splits, ensuring direct payouts to each team member’s bank account based on the exact commission split from their TravelJoy bookings. Check it out here. 

💲View authorizations straight from Trip Files (2/28/2025)

Easily access authorizations straight from the trip files, saving extra time and clicks. You can do this by using the actions button on the invoice in the trip files tab and selecting “Payment Authorizations”. 

 

💳 Get authorizations on your smart proposal (2/27/2025)

Clients can now approve a proposal and authorize payment in one simple step that will generate a custom invoice right into the Files tab in their trip. 

🪵 Track form activity with form activity logs (2/26/2025)

You can now access a detailed log of events for all form submissions. Whether you need to track when a form was sent, completed, or updated, the log provides a comprehensive history of each form submission. 

🥸 A new trip status has been added (2/19/2025)

Now you can select 'None' for the trip status! It’s perfect for when there’s no specific status to update, keeping things simple and sweet.

⬅️ The itinerary side bar just got bigger (2/18/2025)

You can easily expand the itinerary sidebar to create more space for making edits by clicking the small arrow in the top-left corner of the side bar. This gives you a larger area to adjust settings or make changes to each item.

🕶️ Options got an upgrade (2/13/2025)

TravelJoy's Smart Proposals now offer even more flexibility, allowing you to present full sets of options to clients in a single, streamlined view. Instead of sending multiple proposals, you can group related items—such as flights, hotels, and activities—into easy-to-compare option sets.

💰 Itemized pricing available on all proposals (2/13/2025)

Now you can break it down! Itemized pricing is available on all proposals, giving clients a clear view of costs for every part of their trip. 

‼️ Improved error behavior on client forms (2/6/2025)

We've enhanced the error handling on client forms to provide clearer guidance when issues arise. Clients will now see more specific error messages, helping them quickly identify and correct missing or incorrect information. 

📱 Cleaner PDFs for smart proposals and itineraries (2/4/2025)

While the Itineraries by TravelJoy app provides the best experience for viewing itineraries on the go, sometimes your client needs a downloadable file. PDFs got a glow up, and now they look great on-screen and on paper!

🚫 Disable auto-expiration for invoices (1/27/2025)

Easily turn off the invoice auto-expiration feature by accessing your Invoice settings tab and un-checking the box entitled "Automatically expire invoices".

💵 Tax documents updated for eligible advisors (1/21/2025)

Eligible advisors can now view their 2024 values by visiting their Direct payments report and selecting to view the 1099-K tab. 

💳 Collect credit card authorizations and signatures through embedded forms and form links (1/9/2025)

Now, you can collect client credit card details and client signatures when sharing a form via a form link or form embedded within your website! 

👋🏻 Archive clients without losing historical data (1/6/2025)

Need to remove a client from your active client list but keep their data intact? You can now archive clients directly from the client profile. If needed you can access that client's details and unarchive them from the Archived tab within the Contacts page. 

 

 

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