💡 Note: This feature is in the early stages of capabilities, and we hope to release enhancements in the near future. If you have feedback about this feature, please feel free to share it with the TravelJoy team!

Introduction

TravelJoy's Smart Proposals 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.

Follow these steps to add options to Smart Proposals:

1. Create a smart proposal. If you're unsure how, see this guide for instructions.

2. Click "Add options" on the top of the proposal builder:

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3. A new option set will appear, allowing you to add multiple options that can include both sections and items:

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4. Preview the Smart Proposal to see the options from your client's view:

Client View Coos.gif

That's it! Share the Smart Proposal with your client so they can choose their options for their trip. Clients must select at least one option in every set, but can choose multiple if they wish. Once they have made their selections, they can approve the proposal. Any unapproved items will be hidden from their view.

You can also offer options and collect payments on the same proposal! Just enable direct payments, and add a price for every option. Then, your clients can choose and pay for the option they like most.

After the proposal has been approved and converted into an itinerary, options will no longer be available, even if it is converted back to a Smart Proposal.

Offer multiple options on smart proposals

Introduction

Follow these steps to add options to Smart Proposals:

Comments

Introduction

Follow these steps to add options to Smart Proposals:

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