Trips
- Create an itinerary or smart proposal 🎥
- Use the library to import existing items or entire proposals into your Smart Proposal
- Enable authorizations on smart proposals
- Offer multiple options on smart proposals
- Create custom library item templates
- Convert documents into smart proposal or itinerary items
Groups
- Build your first group booking page
- 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
- Track and manage roommates/rooming lists
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
- Message Notifications
- Personalize your emails with merge fields
- Send a confirmation email after a payment or authorization has been submitted
- Send a confirmation email after a form has been submitted
- Marking messages as spam 🎥
- Does TravelJoy have a spellcheck feature? 🎥
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?
- Complete a form on behalf of your client
- Use form activity logs to track form submissions
- Multi-traveler forms
- Share a template with colleagues outside your team
Tasks
- Automatically add a task list to all new trips
- Use a task to automatically send a message to your client
- Sync your TravelJoy calendar to Google or Outlook
- Use color-coding to organize your calendar
- Create a task list template
- Import your task list
Booking through TravelJoy
Clients and suppliers
- Securely share client passport details with your suppliers
- Send our app for itineraries to your clients
- Review important upcoming dates
- Tag your clients
- Collect and store client vaccine cards
- Why does every traveler have their own profile?