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Introduction to TravelJoy teams and assistants

Comments

27 comments

  • Kathleen Scallon

    Can I offer them the 3 month discount?

    -11
  • Alan

    Hi Kathleen! Since TravelJoy team members are under an owner account, they do not qualify for referral credits.

    -1
  • Jorge Quinoy

    Hi, I add a team member and this person has access to my admin info, agency profile remove or delete anything she wants, and I don't want that she must have limited access and now she is like an admin or owner.

    I need an answer please

    -3
  • Alan

    Hi Jorge! I have responded to your tickets about this directly, but also want to confirm here that team members do not have access to their owners' settings.

    Team members have their own independent settings for their own team member account, and these are not related to the owner's settings. I hope this helps!

    0
  • Monique Dawson

    We do not have to split the commission with the teammate correct?

    0
  • Alan

    Commission splits can be set at 100%, so there is no requirement to have a split.

    0
  • Shana OMara

    Hi Alan, 

    Our assistant will need to search for customers. Is there a way that they can be set up to see ALL customers amongst all of our planners easily without having to change planners?

    0
  • Alan

    Hi Shana! There is not a method to search for one member's clients from a different member's account -- this will need to be done by switching to the account where the client is listed.

    The one exception is the team owner, who can search agency-wide in the Commissions & Sales report on the Details and Payments tabs to find an item or payment regardless of the agent. 

    0
  • Elizabeth Urraza

    Hello Alan,

    Figuring out if this is the product for us... our agency works as a team and we all manage each others' groups when one is not in... am I wrong to assume that we would not be able to do this with TJ? I do have a bunch of questions and would love a demo. Let me know if possible!

    0
  • Alan

    Hi Elizabeth! You can set up your accounts in such a way that you can all manage each other's dashboards as needed. Check out this guide for more.

    To sign up for our weekly live demo, you can visit https://join.tjoy.io/101

    0
  • Amy Rakes

    Can we change the paid by option after the team member has been set up?

    0
  • Alan

    Hi Amy! The team owner can change this by removing and re-inviting the team member with the new payment method selected. 

    No data will be lost during this transition! 

    0
  • Sandra Weinacht

    There is no app for TravelJoy right?

     

    0
  • Alan

    Hi Sandra! We do not offer a downloadable/installable version of the app. 

    TravelJoy is fully compatible with mobile devices like phones and tablets, and opens in your mobile browser such as Chrome or Safari. We recommend landscape/horizontal mode for the best experience.

    0
  • Jessica Sutton

    Hi, I have added an assistant but the email invitation is not getting sent! We have checked junk, deleted, and everywhere else. I chose the option to "Resend Invite" and it appears to complete, but the email never shows up! It did show up the very first time but it had expired. So now we are trying to send it again and it isn't working! How can I troubleshoot this?

    0
  • Heather Jaynes

    Hi Jessica! I see that you've also sent in a support ticket for this question, so I'll be responding to your request in that location as I'll need a few extra details to assist you! 😊

    0
  • Jessica Sutton

    Ok

    0
  • Limitless Travel

    Hello, 

    How can I invite team members/assistants without having to pay for their membership? I want my advisors to pay for their own memberships with their own personal credit or debit cards. Is this possible?!!

    0
  • Amy Rakes

    Change the “paid by” field to the agent.

    0
  • Alaysia Williams

    How does the team member add their profile photo?

    0
  • Cody Bauer

    Hi Alaysia! To update a profile photo on a TravelJoy account, you can navigate to the "Settings" tab then click "Account." From here, you can then click the "Profile photo" section where the preferred photo can be added! 

    0
  • Gandi Smith

    If my agent already has a travel joy, can I still invite them under my travel joy team?

    0
  • Cody Bauer

    Hi Gandi! If an agent you are inviting to your team already has a TravelJoy account, you can still invite them to your team! You can review steps to do this here: Add or remove a team member or assistant account

    0
  • Alaysia Williams

    Hi Cody,

    I can do that for myself. However, when my team member tries to go to "Settings" then "Account" she receives the following message: "It looks like you don't have permission to access that page. If you feel this is a mistake, please contact your agency owner." Because of this, she is unable to change her profile photo from the generic white and grey icon. It appears that there is no way for team members to add a profile photo. 

    0
  • Cody Bauer

    Hi Alaysia! Thanks so much for following up! We'd love to take a closer look and help out with this. Please reach out to us with this at hello@traveljoy.com so we can take a deeper dive here and assist you! 

    1
  • Marie Novak

    Are there any plans to expand the teams functionality? I would love to grow my team with TravelJoy but right now there are 3 issues:

    1. You can't transfer contacts/ share contacts between your agents. Each agent would have to upload the contact. (This would be an issue if you have a specialist in an area and other agents refer their clients to the specialist for one trip)

    2. If you do an agency group, there's not a way to have all of the bookings in one place if booked by multiple agents on your team. Each agent would be responsible for their own booking. So if you needed to send out a blanket reminder to the entire group, you (as the admin) would have to log onto each agents dashboard to send the email/statement to everyone.

    3. Commission reconciliation is not easily accomplished (it’s more steps than most other crms.)

    1
  • Gandi Smith

    If the owner hasn’t paid, can the team member contact TJ to be removed? Or can only the owner remove them?

    0

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