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.

🎉 Now you can use a custom field as a smart field on any form!

What this means for you:

• 📁 Automatic Client Profile Organization: A "smart field" has logic to send a form response to the custom field in the client's profile within your Contacts.

• 📝 Autofilled Answers: If you already have information in a client's profile (i.e. an email address or name), the information will be auto-filled within the form that you send directly to the client.

New to Contacts? Click here to learn more.

Now you have options when adding images to select elements within Pages: "Shrink to Fit" and "Fill"

With this feature enhancement, you have the power to take control of your images like never before. Here's what you can do:

• 📸 Customize Your Display: Select the area of a photo you want to showcase, and it will remain static on that chosen spot.
• 🔍 Preserve Original Size: Keep your photos in their original dimensions, and our system will intelligently adjust them to ensure they appear perfectly on any screen.
• 🌈 Design Freedom: Say goodbye to resizing issues, and hello to seamless, visually appealing designs that adapt effortlessly to different screen sizes.

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We're thrilled to share that you can now send forms with e-signatures, including credit card authorization, as convenient, secure links!

Here's what you need to know:

🌐 Send Forms Anywhere: Send e-signature forms to your clients using shareable links. Now you can send forms via email, share them with a group, or even link them on your website!

🔏 Safe and Secure: Rest assured, your clients' data remains just as secure as before. We've maintained the same level of PCI compliance and security measures you trust. For this, clients will be instructed to confirm their email before signing an e-sig form.