Account Management

Subscription

• Upgrade to annual membership
• View your TravelJoy membership
• Cancel or pause your TravelJoy account
• Does TravelJoy offer referrals? How do they work?
• How much does TravelJoy cost?

Account settings

• Create and share your Inquiry page
• Daily Briefing Emails
• Update the color of primary client-facing buttons
• Update your personal account settings
• Change the email address you use to log in
• Set your time zone to send automated messages on time

Security

• Strengthen your account security with 2-step verification
• Reset a forgotten or expired password
• Update your password
• Why am I being asked to change my password?
• Why am I being asked to re-enter my password?
• Does TravelJoy share my client data?

Direct payments

• Understanding Direct Payments in TravelJoy
• How do I fix this error when verifying my bank account through Plaid?
• Understanding your 1099 forms
• Why do you need my social security number or photo ID?
• Are TravelJoy payments and credit card storage secure?

Team

• Introduction to TravelJoy teams and assistants
• Share full Itineraries and Smart proposal templates with team members 🎥
• Managing team commissions & sales reporting
• Assign tasks to team members 🎥
• Enable team members and assistants access to team reporting
• Share library items with team members

See all 16 articles

Messaging settings

• Managing email notification settings
• Send automated birthday, anniversary, or passport expiration emails to your clients
• Add DNS records to send emails from your domain
• Disable your custom outgoing email settings
• Save a copy of sent messages in your sent mail folder 🎥
• Help clients recognize your messages by connecting your business email account to TravelJoy

See all 12 articles

Disputes and fraud

• Proactively protect your business against disputes
• What do I need to prove that a client has withdrawn their dispute?
• How disputes work
• Respond to a dispute