Overview:

The navigation bar on the left-hand side of your TravelJoy account allows you access to many tools from your contacts list to templates and much more! Understanding each tab will give you the confidence you need to navigate TravelJoy with ease.

Create
Dashboard
Tasks
Calendar
Contacts
Marketing
Templates
Reports
Settings
Help

Create

Click the blue New button to create a new trip, group, or client.

Dashboard

View your Dashboard to see all of your active trips and groups using the various statuses and filters

Tasks

Track Tasks with scheduled due dates for your trips and groups, and set up automations to run your tasks.

Calendar

See your trips, tasks, and special client dates on the Calendar, which can also sync with your external calendar.

Contacts

View Contacts to see your client and supplier list.

Marketing

The Marketing tab allows you to set up email campaigns, build an inquiry page to share with clients, take a peek at upcoming opportunities to keep clients engaged, and create automated client reminders for birthdays, anniversaries, and passport expirations.