Trips
- Create an Itinerary or Smart proposal
- Use the library to import existing items or entire proposals into your Smart Proposal
- Organize your templates with folders
- Turn emails into proposals with Magic email 🎥
- Book Cruises using your Host's IATA!
- Build an itinerary in just seconds using Itinerary Copilot
Groups
- Build your first group booking page
- Groups in TravelJoy: An Overview
- Update add-ons after a client books
- Connecting a group itinerary into your group booking page
- Create a group itinerary
- Add, edit, or delete group notes
Payments
- Collect payments or authorizations from your clients
- Why haven't I received my expected bank deposit?
- Securely share credit card details with your suppliers
- Pay your suppliers
- What is the difference between supplier invoices and direct invoices?
- Withdraw funds from TravelJoy
Messaging
- Setting Up DMARC for Your Custom Email Domain
- Send Email Campaigns Through TravelJoy 🎥
- Sending SMS messages through TravelJoy
- Send automated Message Follow-Ups
- Message Notifications
- Personalize your emails with merge fields
Forms
- Send forms to collect client details, signed agreements, and authorizations
- How do I add terms and conditions or a credit card authorization to my form template?
- Import forms using Magic importer
- Using conditional logic on forms
- Complete a form on behalf of your client
- Use form activity logs to track form submissions
Tasks
- Automatically add a task list to all new trips
- Use tasks to streamline your workflow
- Use trip tags to automatically add task lists
- How does Zapier work with TravelJoy
- Set up automated form reminders
- Set up automated proposal reminders
Booking through TravelJoy
- Offering Arch RoamRight insurance through TravelJoy 🎥
- Offering Faye travel insurance with your host agency
- Add bookable items from Viator to your Group Itinerary
- Find, propose, and book hotels with TravelJoy
- Find, propose, and book activities and transfers from Viator
- Offering Faye travel insurance with TravelJoy
Clients and suppliers
- Securely share client passport details with your suppliers
- Upload and store client files
- Get more repeat bookings with Client opportunities
- Send our app for itineraries to your clients
- Tag your clients
- Collect and store client vaccine cards
Reporting
- Reconcile team commissions using the Statements & Team payouts tabs 🎥
- Business Overview Report
- Use filters to find a specific item or transaction in your reports
- Understanding the Bank Transfers Report
- What types of reporting can I see in TravelJoy?
- Understanding the Direct Payments Report