Lenore Boles

  • Total activity 40
  • Last activity
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  • Followed by 2 users
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  • Subscriptions 30

Activity overview

Latest activity by Lenore Boles

  • Lenore Boles created an article,

    Complete a form on behalf of your client

    1. Using TravelJoy
    2. Forms

    You can now fill out trip forms on behalf of your clients, making it easier to complete forms when you already have their information or are guiding them through it in real time. Create the form or...

    • Lenore Boles
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Lenore Boles created an article,

    Daily Briefing Emails

    1. Account Management
    2. Account settings

    Start your day with clarity using the new daily briefing email! When enabled, you’ll receive a quick overview of your task list, active trips and groups, and recent payments—making it easy to stay ...

    • Lenore Boles
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Lenore Boles created an article,

    Send automated birthday, anniversary, or passport expiration emails to your clients

    1. Account Management
    2. Messaging settings

    💡 Note: Birthday, anniversary, and passport reminder emails are sent by TravelJoy’s system, not through your email account. If you have connected your Google email, these messages won’t appear ...

    • Lenore Boles
    • Updated
    • 3 followers
    • 1 comment
    • 10 votes

  • Lenore Boles created an article,

    Use form activity logs to track form submissions

    1. Using TravelJoy
    2. Forms

    Form audit logs provide a detailed history of all form submissions, tracking key events like when a form was sent, opened, or completed. To access the log, open the form from the group or trip File...

    • Lenore Boles
    • Updated
    • 2 followers
    • 1 comment
    • -1 votes

  • Lenore Boles created an article,

    Multi-traveler forms

    1. Using TravelJoy
    2. Forms

    It is now easier than ever to complete forms for multiple travelers! Whether you utilize individual trips or groups, you and your clients can choose who to complete the form for. They can update ex...

    • Lenore Boles
    • Updated
    • 6 followers
    • 4 comments
    • 3 votes

  • Lenore Boles created an article,

    Personalize your emails with merge fields

    1. Using TravelJoy
    2. Messaging

    Merge fields allow you to automatically include details such as a client's name, trip dates, final payment due dates, and more in your email templates. This ensures each email feels personalized wi...

    • Lenore Boles
    • Updated
    • 4 followers
    • 3 comments
    • 2 votes

  • Lenore Boles commented,

    1. Using TravelJoy
    2. Payments
    3. Collect payments or authorizations from your clients

    Hi Crista! We would love to look into this for you. Please send us a support request through the blue support button in your TravelJoy account so we can further investigate for you!

  • Lenore Boles commented,

    1. Using TravelJoy
    2. Payments
    3. Pay your suppliers and withdraw your markup from trip funds or group funds

    Hi Jasmine! Because your question deals with account-specific information, please message us at hello@traveljoy.com. We'll be happy to look into it for you! 😊

  • Lenore Boles created an article,

    Send our app for itineraries to your clients

    1. Using TravelJoy
    2. Clients and suppliers

    Itineraries by TravelJoy is a free mobile app for iPhone and Android that lets clients view their trip itineraries, documents, and images on the go, even offline. Clients can download the app via t...

    • Lenore Boles
    • Updated
    • 9 followers
    • 3 comments
    • 22 votes

  • Lenore Boles commented,

    1. Using TravelJoy
    2. Payments
    3. Resend a payment receipt

    Hi Ronald! Right now we do not have the ability to customize receipts, but I agree that would be a great feature! I have passed on your suggestion to the team and tagged it with your name. 😊