We made a new enhancement to your traveler's trip viewing experience!

Now, when your clients view their itinerary while on a mobile device, they'll see a convenient notification encouraging them to download the Trip Plans mobile app.

Release Notes:

• 📱 Seamless Trip Viewing: Clients will no longer see an app option from a trip invite email, instead, they will just see an option to use the Trip Plans app once they open to view the itinerary.
• 📧 Magic Link Email: Clients can still access the "magic link" email when viewing the App option from a desktop computer.

View the step-by-step instructions your client will take:

🎉 Pro Tip: Share this FAQ with your clients so they can follow the steps to download the Trip Plans app!

Questions? Live chat our team from your account or send us an email at Professional@Travefy.com.

Travefy is thrilled to partner with Tres Technologies! This new integration will allow Tres users to import bookings directly into their Travefy account!

If you're a current user of Tres Technologies, save time by importing your client's bookings into Travefy! Once the booking information is imported, you can customize their trip further by using Travefy's trip builder to add photos/videos, city guides, and more!

The Trip Plans mobile app has a fresh, new look!

Now, after downloading the Trip Plans mobile app to an Android or iOS device, the traveler will have access to a new screen where they can view their trip, log into an existing Trip Plans account, or create a new account.

Learn more:

March 2024 – Securely collect client information on Travefy forms!

✨ What's New:

• 📁 Simple Document Upload: Include a document upload option on any form for your clients to use.
• 🔒 Documents Securely Saved: Feel at ease knowing your client's documents are safely stored within their Contact profile in your Travefy account.

Get started and start saving client documents securely today:

Add and tag Contacts, Family Members, or Children with No Email Address! 👥

Now, you can add a traveler to a trip with a name only and still be able to tag them on specific events. They will also appear in your Contacts so you can keep notes for that specific traveler!

Collect a date response in Travefy forms! 🎉

We've added the option to collect a "date" response in any form you create in Travefy.

✨ What this means for you:

• Collect date-specific questions: Use for collecting birthdates, anniversaries, trip dates, and more!
• Less mistakes: Rest assured that your clients enter dates correctly with the simple drop-down date collector built into the form.

Request client information that can be stored securely with Travefy's latest form feature, protected fields!

🌟 What's New:

• 🔒 Next-Level Security: Safely & Securely collect information such as passport details and other sensitive client data on forms.
• 📂 Instant Client Organization: Protected fields are smart fields so they will be automatically organized within a client's profile in Travefy's CRM.

Schedule invoicing to your clients! Now, you can use Travefy's automation tool to send invoicing to collect service fees from your clients.
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​How it works:

• ⚡ Setting up Automation: Schedule the date and time to send an automated invoice to your client with invoicing details. You can also set the invoice to be delivered within a date range of the trip dates.
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• 💬 Message Delivery: Your client will receive the invoice details to their email inbox and can make the payment right away.
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• 💸 Not using Travefy's Invoicing tool? Learn more about invoicing through Travefy and get your account setup today by clicking here.

Start automating your invoices:

Travefy's proposal workflow just got an upgrade to help streamline sales for you!

What's New:

• 📝 Customizable Proposal Agreement Form: Create your own form to add questions, including CC Auth, that clients will e-sign when approving a proposal.
• 🔏 Enhanced Security: Clients will now be asked to verify their identity with their email for e-signature forms when shared a link, providing added protection for agents.

Click below for a complete overview and how to get started with your custom proposal agreement form:

Schedule chat messages for your clients! Now, you can set up chat messaging as an automation!
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​How it works:

• ⚡ Set up Automation: Schedule unlimited messages to your travelers before, during, or after a trip. You can select a specific date/time to send or automate it to send at a certain time within the trip dates.
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• 💬 Message Delivery: Travelers will receive the messages in the Trip Plans mobile app and on their online itinerary.
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• 📝 Save Messages in Your Library: Choose to manually craft a message to send or save messages in your Library to quickly reuse.