Create an Itinerary or Smart proposal

TravelJoy allows you the ability to create sleek, professional itineraries or proposals right from your client’s trip. You can then send the itinerary or Smart proposal directly to your client, where they can view their trip details in real time and even take the itinerary or Smart proposal with them on the go using the Itineraries by TravelJoy app.

Index

• Getting started
  • Create a Smart proposal
  • Settings
  • Pricing
  • Copilot
  • Magic importer
  • Library
  • Additional elements
  • Managing itinerary and proposal elements
• Preview & share with your clients
  • Preview
  • Send to your client
• Client experience
• FAQs

Getting Started

In today’s example, we’ll focus specifically on the elements of a Smart proposal. That said, the Itinerary and Smart proposal builders within TravelJoy are very similar in structure. The key difference is that Smart proposals include a few additional features:

• The ability for clients to review and approve the proposal, which then converts it into an itinerary
• The ability to display pricing, collect payments, and capture credit card authorizations
• The ability to present selectable options for clients, such as choosing between hotels

The Itinerary tool, on the other hand, serves more as your client’s “source of truth.” It organizes and presents their trip details but does not require client approval.

Create a Smart proposal

To create a Smart proposal (or Itinerary, if you prefer), start by opening your client’s trip from your TravelJoy dashboard, and navigating to the blue “Create…” button in the top right of the screen, under the trip name.

Once the blue “Create…” button is clicked, you’ll see the ability to create an Itinerary or Smart proposal:

Settings

The Settings tab of a Smart proposal allows you to customize key details, including the title and introduction, update or remove your signature, change the cover image, and select the confirmation template and email that will be associated with the proposal:

Pricing

The Pricing tab (located within the Settings tab) offers the ability to input pricing, adjust how you’d like pricing to be shown, and choose if you’d like to only display pricing or accept a credit card authorization or direct payment when your client approves their proposal:

Copilot

Short on time or need a helping hand with creating your proposal? Copilot has your back. Copilot can create beautiful proposals or itineraries in just a few moments. Simply type out what you would like Copilot to build, and it will take it from there. Learn more about Copilot here.

Magic importer

The Magic importer tool allows you to take itinerary documents provided by your suppliers and import them directly into your itinerary or proposal. This tool allows you to import cruise, hotel, flight, and activity details. See the guide

Library

The Library tool can store any items you’d like to reuse on itineraries or proposals. Clicking on the “Library” button within your itinerary or proposal will allow you to view and add items you’ve previously saved, or even search for full itineraries or proposals to easily duplicate. Learn more here

Additional elements

You can manually add several elements to your itinerary or Smart proposal:

Sections break up your itinerary or proposal based on date or category - whatever works best for you. Sections, once added, can be edited on the right side of the screen:

Items can be added for individual details such as flights, car rentals, general information and more. You can even search for cruises and import hotel information. Once added to the itinerary or proposal, you can edit these items to add confirmation details, photos, and additional information on the right side of the screen:

Options allow you to offer choices to your clients, like when you need them to choose between two hotels. You can learn more about this tool here.

Bookable items offer the ability to propose and book hotels, activities, and transfers directly through TravelJoy, all while earning you a commission!

Managing itinerary & proposal elements

Once you have added your needed trip sections, items, or options, you can drag and drop them to arrange them further. You can also hide, duplicate, or delete items using the action menu on the right side of each section or item:

Change how you view itinerary and proposal items when editing by toggling between list and grid view:

Preview & share with your client

Preview

You can preview and share your itinerary with your client by locating the “Preview” button at the top right of the editing screen:

Send to your client

When you’re ready to send your itinerary or proposal to your client, head up to the blue “Share proposal” button in the top right of the page. From here, select the option to “Send”. You’ll be able to customize the email that accompanies your proposal and even turn on a reminder for your client if they don’t open the proposal within a certain amount of time:

Client experience

When your client receives their proposal, they’ll see a polished, easy-to-navigate experience complete with a clickable overview that helps them jump to specific items quickly. They’ll also have the ability to sync the proposal with the Itineraries by TravelJoy app, share it, download it to their device, ask questions via email, and ultimately approve the proposal, converting it into their trip itinerary:

FAQs

What happens after a Smart proposal is approved by a client?

You’ll receive an email letting you know the proposal has been approved and will see it now listed as an itinerary right from the client message feed:

How do I get back to my proposal or itinerary to edit it?

Itineraries can be accessed right from the trip message feed (as seen above) or from the trip files tab. Proposals will only be accessible from the trip files tab:

Can I archive an itinerary or Smart proposal if needed?

Yes! This can be done from the trip files tab:

Once archived, client’s will not be able to access the itinerary or proposal link shared with them.