Chelsey Moise

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Activity overview

Latest activity by Chelsey Moise

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Convert Itinerary (from Smart Proposal) to Invoice

    Hi Bob! You can enable payments on a Smart Proposal by following the steps in this guide: https://help.traveljoy.com/hc/en-us/articles/4612441795220-Enable-client-payment-on-smart-proposals Current...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. credit card authorization on file

    Hi Michelle Varner! Great question! At this time, PCI security standards require that an amount be present on a credit card authorization, so there's no way to change this feature at this time to a...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Fees for Direct payments

    Hi Monique Bryant! Great question. Processing fees are paid by the agent if the box to charge them as a convenience fee is not selected. You can learn more about convenience fees here: https://help...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Add On

    Hi Yolanda Jones! This is a great feature request. I can see the benefit of being able to add the Extra Options from the Manage group page manually. I've shared your thoughts with our team to evalu...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Unable to save a New Forms Template

    Hi Karen Rementer! This happens when two of your form fields have the same input name. We'd be happy to dig into this on our end for a more personalized answer. Please reach out via the blue Suppor...

  • Chelsey Moise commented,

    1. Community
    2. General Discussion
    3. Deleting credit card information

    Hi Debby! Great question. By account holder, Alan is referring to the team owner when a TravelJoy account is a team account and not an individual account. This feature still works as it did before,...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Feature Request in reports

    Hi Briana Ramos! Thank you for sharing this feedback about being able to set sales goals within reporting. I can see how this would be beneficial! I have shared this with our Product team to evalua...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. How does Agent get paid commission from selling Faye travel insurance?

    Hi Sheelah Walker! Thanks for reaching out about this. The partnership between Faye and TravelJoy means that when you offer Faye travel insurance, you're doing so under Faye's licenses. Because thi...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. Best Practices
    3. Cancel Partially Paid Invoice

    Hi Jasmine Hylton and Darlene Gray! Expiring an invoice allows you to prevent a client from making payments on that invoice. This option is only available before the client has made payments, and t...

  • Chelsey Moise commented,

    Official comment
    1. Community
    2. General Discussion
    3. Button Color

    Hi Tiffany! Thank you so much for sharing your thoughts here. We definitely understand the desire to stay within your branding scheme that you've created. While this feature (or an integration with...