Chelsey Moise

  • Total activity 150
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Activity overview

Latest activity by Chelsey Moise

  • Chelsey Moise created an article,

    Enable authorizations on smart proposals

    1. Using TravelJoy
    2. Trips

    Introduction Supplier payments on smart proposals make the process seamless. Clients can approve a proposal and authorize payment in one step. No need for separate invoicing, as an invoice is autom...

    • Chelsey Moise
    • Updated
    • 6 followers
    • 3 comments
    • 3 votes

  • Chelsey Moise created an article,

    Offer multiple options on smart proposals

    1. Using TravelJoy
    2. Trips

    💡 Note: This feature is in the early stages of capabilities, and we hope to release enhancements in the near future. If you have feedback about this feature, please feel free to share it with t...

    • Chelsey Moise
    • Updated
    • 7 followers
    • 1 comment
    • -1 votes

  • Chelsey Moise created an article,

    Create custom library item templates

    1. Using TravelJoy
    2. Trips

    💡 Note: This feature is in the early stages of capabilities, and we hope to release enhancements in the near future. If you have feedback about this feature, please feel free to share it with t...

    • Chelsey Moise
    • Updated
    • 9 followers
    • 5 comments
    • 9 votes

  • Chelsey Moise commented,

    1. Using TravelJoy
    2. Tasks
    3. Use a task to automatically send a message to your client

    Hi there! Great question. At this time, an automated email can only be sent to either the primary traveler or the individual travelers. I can definitely see how being able to schedule emails to ind...

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    • Chelsey Moise
    • 0 votes

  • Chelsey Moise commented,

    1. Account Management
    2. Messaging settings
    3. Report an email deliverability issue

    Hi Heather Hadley! Typically, forms can still be sent to the individuals with email addresses but will skip or be unable to send to travelers with no email address. We'd love to take a look here at...

  • Chelsey Moise commented,

    1. Using TravelJoy
    2. Payments
    3. How do I explain the convenience fee to my client?

    Chinwe Umeh great question! The convenience fee is required to be shown separately from the total. That said, you're welcome to turn off having your clients pay the convenience fee and increase the...

  • Chelsey Moise created an article,

    Add, edit, or delete group notes

    1. Using TravelJoy
    2. Groups

    In TravelJoy, Group Notes are private notes that only agents can see. You can add, edit, and delete these timestamped notes at any time. To access, go to "Group Notes" tab on a group's All Traveler...

    • Chelsey Moise
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes

  • Chelsey Moise created an article,

    Convert documents into smart proposal or itinerary items

    1. Using TravelJoy
    2. Trips

    💡 Note: This feature is in the early stages of capabilities, and we hope to release enhancements in the near future. If you have feedback about this feature, please feel free to share it with t...

    • Chelsey Moise
    • Updated
    • 3 followers
    • 0 comments
    • 5 votes

  • Chelsey Moise commented,

    1. Using TravelJoy
    2. Forms
    3. Send forms to collect client details, signed agreements, and authorizations 🎥

    Hi Vincent & Vivian S! To put a form on your website, you can embed the form by following the steps here: https://help.traveljoy.com/hc/en-us/articles/360016308691-Embed-a-client-inquiry-form-on-yo...

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    • Chelsey Moise
    • 0 votes

  • Chelsey Moise commented,

    1. Using TravelJoy
    2. Groups
    3. The difference between a trip and a group

    Hi Audrene! We would love to help you with your large group. When you have roommates booking separately, we recommend having them book separately as single travelers and then merging their bookings...