Create, Send, and Track Invoices—All Within Travefy

One of our most requested features has arrived! With Invoicing, you can now send professional, branded invoices directly from your Trip view—no third-party tools needed.

What You Can Do:

• Send Invoices in Seconds
  Create and send professional, branded invoices right from your Trip view—no third-party tools needed.
• Track Payments with Confidence
  Instantly see what’s paid, pending, or overdue so you never miss a beat (or a dollar).
• Securely Collect Credit Cards
  Use Travefy’s built-in, PCI-compliant payment authorization process—no messy logins or extra software.
• Stay Flexible
  Split deposits, add final payments, line items, excursions, upgrades—invoice the way you work.
• Connect It All
  Every invoice links directly to a Trip and Contact. No double entry. No confusion. Just clean, connected data.
• Look Professional
  Branded, modern invoices make it easy for clients to pay—and make your business shine.

No more juggling tools or chasing down payments. It's simple, secure, and built right into your workflow.

Build Your Business with the Tools, Training, and Support You Need—All in One Place

We’re excited to introduce the New Travel Agent Program (NTAP) — a new, cost-effective way to kickstart your travel business with Travefy. Whether you’re just getting started or rebranding your travel agency, this program sets you up for success with everything you need in one powerful package.

What’s Included:

• Custom Website + Domain: Get your own branded website and domain name to start building your online presence.
• Professional Email Address: Look polished and professional with a custom email tied to your domain.
• Smart CRM Tools: Access Travefy’s brand new CRM to manage leads, clients, and follow-ups with ease.
• #1 Itinerary Builder: Wow clients with beautifully designed itineraries and proposals in minutes.
• Step-by-Step Training & Support: Learn the tools and get expert guidance to launch with confidence.
• Built for New Agents: Designed to be simple, affordable, and effective for advisors starting or relaunching their travel business.

This program offers a low-cost, high-impact solution for new travel professionals who want to grow fast with the right tools—and without the tech headaches.

Whether you’re just starting out or looking to scale, Travefy Premium gives you powerful tools, custom domain hosting, and next-level support to help you reach your goals.

Travefy Premium offers the ultimate level of support for travel professionals that need direct connections with an expert tech team to support their business.

Premium Support:

• Priority Chat Support
• Phone Support
• Premium Onboarding

Domain, Email, & Hosting:

• Custom Domain Included
• Email Hosting Included
• Website Hosting
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Current Travefy customers can upgrade to Premium at a discounted rate through April 30, 2025. Reach out via live chat or contact Profesional@Travefy.com with questions.

Ready to Upgrade?
Request to upgrade here.

Travefy’s Premiere Virtual Event is back — and better than ever.

Join us for Travefy’s 5th Annual Training Camp, a weeklong virtual event packed with expert-led training, exciting feature previews, and free resources to help you grow your travel business.

Whether you're brand new or a seasoned Travefy pro, this is your chance to take your skills to the next level!

What to Expect:

✨ Exclusive Look at Travefy’s New CRM
Be among the first to see the debut of our brand-new CRM tools — revealed during the keynote and featured in sessions all week.
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✨ All-New Travel Agent Series
Daily sessions crafted especially for new agents to help launch, organize, and grow their travel businesses.
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✨ Pro Tips & Expert Training
Learn advanced tips, time-saving tricks, and best practices to master Travefy and streamline your workflow.
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✨ Community Connection
Connect with thousands of fellow Travefy users, exchange ideas, and get inspired during this high-energy virtual event.

✅ One Registration. All the Sessions.

Join any (or all!) of the sessions — including fan favorites, new topics, and exciting updates — all with one easy registration.

February marked the start of our team working on some highly anticipated releases with our CRM, new client decision tools, and preparation for Training Camp — our biggest Travefy event of the year.

Get Excited for New CRM Updates ✨

Our team has been hard at work on the first round of many CRM releases you can look forward to this year. What's on the horizon:

• 💸 Invoicing: Get ready for pro level invoicing including itemization, pricing breakdowns, flexible payment scheduling, Terms and Conditions, and more.
• 📧 Email Integration: Connect your Gmail, Outlook, or other email accounts to contacts and manage your inbox from within Travefy.
• 👤 Contact Management: Enhanced client profiles—store travel preferences, loyalty programs, payment details, and mark relationships between contacts for smoother trip planning. Plus, new filters to sort by first name, last name, and last travel date.
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Event-Level Decisions

We’ve expanded on client options which now includes Event-Level Decisions. Allowing you to present multiple options for an event—like cabins, hotels, tours, or add-ons directly to your clients.

You're Invited: Upcoming Events

• 🎲 Agent Accelerator in Las Vegas: March 31 (In-Person) – We're kicking-off Travel Agent Forum with our 3rd Annual Agent Accelerator. An interactive workshop focused on strategies and real-life examples on how to grow your business. Register for Free →
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• ⛺ Training Camp 2025: April 8-11 (Virtual Event) – Get ready for our annual user event coming April 8th-11th. Join thousands of advisors in the Travefy community for in-depth trainings, new releases, and some big announcements. Registration coming soon!
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Best Practices Workshop with TIQUE

This month, we focused on how to maximize efficiency with TIQUE’s workflow templates in Travefy. Plus other ways to boost productivity, and enhance client experiences.

Recommend Travefy and Get Paid 💸

Already recommeding Travefy to colleagues? We appreciate it! Give them your referral code, and they’ll enjoy 25% off their first subscription—plus, you’ll earn 25% back in Travefy credits as our way of saying thanks. It’s a win-win!
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We’re thrilled to launch Event-Level Decisions, a new feature that lets you seamlessly present 1-3 trip options—like cabins, hotels, tours, or add-ons—directly to your clients.

Clients can easily review and select their preferred choice, making trip planning more effortless.

✨ Why You’ll Love It:

• ☑️ Streamlined Choices: Provide clients with clear, organized options they can choose from.
• 💸 Upselling Made Easy: Offer upgrades, insurance, or premium add-ons with ease.
• 🌟 Professional Presentation: Deliver a polished and modern experience your clients will appreciate.

Whether you’re helping clients decide between cabin types, resort options, or premium tours, Event Decisions simplifies the process while adding value to your service.

We're rounding up some of our top releases from the past month to keep you up-to-date on all things Travefy! Check them out below:

Cruises Got a Major Upgrade ✨

We’ve expanded our cruise database and options to help you personalize experiences.

• 80+ Cruise Lines – New collection of ocean and river cruises.
• Content – Cabin info, deck plans, and improved descriptions.
• Customization – Add all content or choose specific details.
• Port Information – Integrate port details into itineraries.

Releases you might have missed

• 📁 Library Organization: When removing an item from your Library, you’ll now have the option to remove it from all the Library content it’s attached to—saving you time and effort.
  ​Learn More →
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• 🖼️ Images with Smart Import: With our A.I. import, you now have the ability to pull and add photos directly from PDFs.
  ​Learn More →
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• 📝 Group Forms: You can now set response limits on Forms, perfect for group planning.
  ​Learn More →
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Wave Season Workshop with TIQUE 🚢

This month's webinar featured new cruise content, marketing strategies, group travel management, and more! In session two, TIQUE shared valuable insights on building lasting cruise client relationships.
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​P.S. — New cruise content from the sessions is in Marketplace! Access it here.

🎓 Travefy Academy: New Tutorial Videos

With all the new releases over the last few months, we updated our Getting Start Guide with new tutorial videos including Decisions and Smart Import. Go To Getting Started Guide →

⛰️ Trailblazer Release: Event Decisions

Our Trailblazers are currently testing out Event Decisions — enhancing client decision options. Stay tuned for more! 🎉

New Partnership with Wanderlust Campus

We're thrilled to announce Wanderlust Campus as our official Educational Partner for 2025. This partnership underscores a shared commitment to equipping travel advisors and agencies with the tools, resources, and education they need to thrive in a competitive and ever-evolving industry.

Upcoming Conferences

We love meeting you in person (our team participated in 61 conferences on 2024 🤯) and we can't wait to see you again! Catch us on the road in February:

• Feb. 12-13: TMP West in Vancouver
• Feb. 18: ASTA Chapter Vendor Show in Houston, TX
• Feb. 19: ASTA Chapter Vendor Show in Austin, TX
• Feb. 28: Nexion Regional in Miami, FL

2025 is already off to an amazing start! Get ready for more exciting releases and announcements coming your way! 🎉

Organizing your Travefy Library is now easier than ever!

When removing an item from your Library, you’ll now have the option to remove it from all the Library content it’s attached to—saving you time and effort.

✨ How It Works:

• After choosing to delete a Library item, you’ll be notified if the item is linked to other library content.
• Choose to remove the item entirely or keep it within other content.
• Existing proposals or itineraries will remain unchanged.

This update helps you keep your library clean and efficient while streamlining your workflow. Try it today and see how simple organization can be!

Our Smart Import tool got even smarter! 🎉

Get access to the powerful new update to the Smart Import tool: The ability to pull and add photos directly from PDFs. Now, creating visually stunning itineraries and proposals is easier than ever!

• Effortless Photo Import: Seamlessly extract images from PDFs and add them to your content.
• Flexibility: Choose the specific photos you want to include in each itinerary or proposal.
• Enhanced Workflow: Combine supplier content from nearly anywhere with this powerful AI-generated tool.

🚀 What’s New and Coming in Travefy!

We’re wrapping up an incredible year of innovation and product enhancements! 🌟 In our latest webinar, we unveiled major updates and gave a sneak peek into what’s on the horizon for 2025. Here’s what you need to know:

Recent Releases:

• 🗂️ New Trips Page: Organize itineraries, proposals, forms, and fee invoices—all in one streamlined view. Opt-in today to get ahead of the January 14th launch!
• ✨ Decisions: Present multiple proposals with seamless client workflows for approvals, forms, and payments.
• 💡 Smart Import: Import bookings faster with AI-powered tools—now with the ability to update travel dates as you go.
• 🚢 Enhanced Cruise Content: Bigger database, enriched visuals, and flexible searches to elevate your cruise planning.

Coming Soon:

• 🖼️ Smart Import Upgrades: Add photos directly from PDFs for faster, visually stunning proposals.
• 🛫 Event Decisions: Offer multiple options for flights, accommodations, and more to give clients unmatched flexibility.
• 🎉 2025 CRM & Group Travel Focus: Get ready for more exciting updates around Travefy's CRM and Group Travel organization and tools.

Catch the full webinar recording for all the details and demos!