Latest News from the Travefy team
Feature update
Improvement

New Release: Image Fitting Options in Pages πŸ–ΌοΈ

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Shared by Stephanie β€’ January 09, 2024

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:

  • πŸ“Έ Customize Your Display: Select the area of a photo you want to showcase, and it will remain static on that chosen spot.
  • πŸ” 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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Feature update

NEW: Send E-Signature Forms with a Shareable Link! πŸ–ŠοΈ

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Shared by Stephanie β€’ January 05, 2024

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!

πŸ” 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.

Feature update

New: Allow Clients To Set Payment Authorization Amounts πŸ’³

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Shared by Stephanie β€’ December 18, 2023

Allow clients to set CC Auth amounts on a credit card authorization form!

πŸ’Έ What's New:

  • Client Authorization Control: Before sending a CC Auth form, you can now turn on the option for your clients to set their own amount when completing their credit card authorization information.

If you don't wish to use this feature on a CC Auth form, you can leave the option unchecked and set a full auth amount that the client must authorize.

Product update

πŸ“£ Compact View & Bulk Editing Just Released!

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Shared by Stephanie β€’ December 18, 2023

NEW: A "collapse" option within the trip builder to quickly bulk edit events or days!

✨ What's new:

  • Collapse Events: A simpler and compact view for bulk event editing to rearrange, tag, duplicate, delete, and so much more!
  • Bulk Editing for Days & Info Sections: Quickly select multiple days to save to Library, duplicate, or delete.
Feature update

Updated Client Itinerary & Proposal View πŸŽ‰

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Shared by Stephanie β€’ December 18, 2023

Your client's shared trip view via the URL just got an upgrade!

✨ What's New:

  • Navigation & Layout: Now your clients can quickly expand to view each day and info section on their screen. They will also be able to jump directly to any event within the trip from the left-hand navigation sidebar.
  • Better Mobile View: When clients view an itinerary or proposal from their mobile device, they'll be able to easily scroll through and quickly jump to areas within the trip.
Feature update

Credit Card Authorization Updates πŸ’³

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Shared by Stephanie β€’ December 18, 2023

Setting the authorization deadline is now more flexible! You can set a number of days befor the authorization expires after a client approves the authorization.

πŸŽ‰ Coming Soon: In the next few weeks, you'll be able to share e-signature and credit card authorization forms via shareable linkβ€”instead of sending just by email.

Feature update
New feature

Create Custom Information & Document Sections!

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Shared by Stephanie β€’ December 18, 2023

Add unlimited "Info Sections" on any itinerary or proposal! 🀩

✨ What's new:

  • Trip Organization: Great for adding pre & post trip information, destination content, and more!
  • Custom Placement: Drag-and-drop sections to the beginning or end of the trip days.
  • Updated Traveler View: Trips created will now display the Info & Docs section in the same order as displayed in the trip builder.

New feature

Add Meeting Scheduling to Forms & Pages!

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Shared by Stephanie β€’ December 18, 2023

Scheduling just got a whole lot easier with our latest feature! πŸ—“οΈ πŸŽ‰

  • Streamline your workflow: Engage clients without the back-and-forth emails of finding a day and time to connect.

Discover how to embed your forms and pages:

New feature

Add Custom Messages When Sending Forms πŸ“

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Shared by Stephanie β€’ December 18, 2023

Now you can send custom message to your client when sending a form!

Before sending any form created in Travefy, you can include a custom message within it.

Pro Tip: Create and reuse Saved Messages for quick message delivery! Here's how it works.

New feature
Feature update

Save Itineraries & Proposals to Your Library πŸ™Œ

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Shared by Stephanie β€’ December 18, 2023

Now you can save any itinerary or proposal into your Library!

✨ What makes this feature special:

  • Save & merge multiple itineraries to reuse: Gone are the days of copying a full trip! Now, you can pick and choose different parts of one trip to add to another!
  • Sharing itineraries just got easier: Share trips with other Travefy user in one click!
  • Better trip organization: Clean up your Active Trips list and save itineraries in your Library now.