Alan
https://www.traveljoy.com
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Recent activity by Alan-
Use our editing tools to create an elegant email message, template, or description
Almost anywhere you can create client-facing text in TravelJoy, we provide a robust set of tools with our built-in text editor to help you create beautiful and compelling content. In most places,...
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Add or remove a team member or assistant account
New team members and assistants can be added from your Team Settings page. Once you add a team member, the following are the default settings: One-way visibility from you into their account Dis...
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Verify your bank account with TravelJoy
Overview Connecting your bank account with TravelJoy enhances the platform's safety and security and enables new features. The process is secure and takes only one click through Plaid. If your bank...
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Exporting your client list
💡 Client exports are only available for the logged-in account. If you do not see this option, make sure you are not viewing a teammate's dashboard. Exporting client data is simple with Trave...
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Import your client list
TravelJoy offers two great options for importing your client list: Instant and Custom. In short, an instant import uses our own template, allowing you to copy and paste information under the app...
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View your TravelJoy membership
Activate membership 1. Sign in to your account on traveljoy.com 2. Click "Settings" > "Membership"3. If you have a promo code, click "Enter promo code" 4. Select your plan from the listed o...
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Create an email template 🎥
Using email templates streamlines your workflow while maintaining consistent messaging in client communications. This guide will walk you through how to create new templates and edit existing ones...
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Create a form template 🎥
Forms are used for any communication in which you’d like to ask questions and record answers from a client. You can create any kind of form using TravelJoy’s custom form fields. You can also edit ...
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Does TravelJoy offer referrals? How do they work?
TravelJoy does offer referrals! To refer your friends and colleagues to TravelJoy, click the blue gift icon at the top-right corner of TravelJoy, to the left of your name: Once you do that, y...
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Default commission splits and payouts for your team members
In TravelJoy, managing commission splits for your team members is effortless for both tracking and payouts on bookable items. You can set default commission splits that automatically apply to all ...