Latest News from the Travefy team

Over 700+ New Destination Guides Available in Travefy! 🌎

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Shared by Stephanie β€’ May 03, 2024

Travefy is excited to add 700+ additional destination guides that cover cities, islands, regions, provinces, countries, and attractions.

What's New:

  • πŸ—ΊοΈ More Destinations: These 700+ destination guides from Trip Report are in addition to the 640 ArrivalGuides destinations previously integrated in Travefy.
  • ⏳ Quickly Add to Any Trip: Access all destination guides when building any proposal or itinerary within the City Guide search in the trip builder. Simply drag-and-drop or click to add a guide into a day or section.
  • 🧭 Coming Soon - Explore More Content: When you search for specific destinations, Travefy will show additional destinations nearby.

Click here to learn how to add a destination guide to your trip!

Feature update
Update

Add Project Expedition Tours & Products to Any Trip & Earn Commissions!

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Shared by Stephanie β€’ May 01, 2024

Import any Project Expedition tours and products on any trip & earn commission! πŸ’Έ

We're excited to expand on our partnership with Project Expedition to give Travefy users more options and flexibilities!

What's new:

  • πŸ™Œ Import Any Tour or Product, Anytime: Now, you can add Project Expedition products to any proposal or itinerary, even if it's not booked! This allows you to add as suggestions or ideas for your clients to book.
  • πŸ’Έ Earn Easy Commission: When you add a tour/product to a trip that isn't booked, a commission-tracking URL will be embedded in the event. Once your client follows the link to book, you earn a commission from Project Expedition. Simple as that!

Get your account set up today & learn more:

Feature update
Mobile

Updates to Trip Plans App Download for Clients & Travelers

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Shared by Stephanie β€’ April 22, 2024

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:

  • πŸ“± 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.
  • πŸ“§ 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:

πŸŽ‰ 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.

New

New Integration Available: Tres Technologies πŸŽ‰

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Shared by Stephanie β€’ April 17, 2024

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!

Feature update
Mobile

Update: New View on Trip Plans Mobile App πŸ“²

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Shared by Stephanie β€’ April 04, 2024

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:

New: Upload Client Documents, Photos, and Files

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Shared by Stephanie β€’ April 04, 2024

March 2024 – Securely collect client information on Travefy forms!

✨ What's New:

  • πŸ“ Simple Document Upload: Include a document upload option on any form for your clients to use.
  • πŸ”’ 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:

Feature update

New: Add Clients to Trips Without an Email Address!

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Shared by Stephanie β€’ March 01, 2024

Add and tag Contacts, Family Members, or Children with No Email Address! πŸ‘₯

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!

Feature update
New

New: Set "Date" As Question Type on Client Forms! πŸ“…

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Shared by Stephanie β€’ February 28, 2024

Collect a date response in Travefy forms! πŸŽ‰

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.

New
Feature update

Secure & Protected Fields Now Available in the Form Builder! πŸ”

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Shared by Stephanie β€’ January 31, 2024

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

🌟 What's New:

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

New feature

New: Automated Invoicing! πŸ’³

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Shared by Stephanie β€’ January 30, 2024

Schedule invoicing to your clients! Now, you can use Travefy's automation tool to send invoicing to collect service fees from your clients.
​
​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.
    ​
  • πŸ’¬ Message Delivery: Your client will receive the invoice details to their email inbox and can make the payment right away.
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  • πŸ’Έ 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: