Trips
- Create an itinerary or smart proposal 🎥
- Use the library to import existing items or entire proposals into your Smart Proposal
- Build an itinerary in just seconds using Itinerary Copilot
- Change the item type on a smart proposal or itinerary
- Itineraries, Smart Proposals, and Proposals: What’s the Difference?
- Enable authorizations on smart proposals
Groups
- Build your first group booking page
- 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
- Add a child rate to your group package
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?
- Using conditional logic on forms
- Complete a form on behalf of your client
- Use form activity logs to track form submissions
- Multi-traveler forms
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
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
- Review important upcoming dates
- Tag your clients