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
Click the pink Create button to create a new trip, group, or client.
Dashboard
Return to 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
Templates
Create and edit Templates for forms, emails, invoices, and more.
Reports
Visualize Reports like Commissions & Sales and Direct Payments.
Gift Cards
Settings
Adjust Settings for your account, agency information, automations, bank information, email, invoices, membership, and more.
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