Latest News from the Travefy team
Feature update

Credit Card Authorization Updates 💳

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Shared by Stephanie • 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.

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

Feature update
New feature

Create Custom Information & Document Sections!

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Shared by Stephanie • 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 • December 18, 2023

Scheduling just got a whole lot easier with our latest feature! 🗓️ 🎉

  • 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 📝

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Shared by Stephanie • 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 🙌

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Shared by Stephanie • 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.
New feature
Feature update

Save time and improve your client's experience with Automated Workflows! ⚡

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Shared by Stephanie • December 18, 2023

October 2023 – Save time automating repetitive tasks and improve your client experience with Automated Workflows!

🤩 What's New:

  • Automate Forms & Trip Invites: Gone are the days you forget to send your client a form or a message for their trip! Now you can have it automated to send on a specific date and time.
  • Utilizing Trip Task Lists: Never miss a beat when working with your clients before, during, or after a trip! Set up Trip Task Lists with automations to import on any trip.

The possibilities are endless with automations! Learn more and start setting up your automations today:

Feature update

New Supplier Integration ALG Vacations®! 🎊

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Shared by Stephanie • December 18, 2023

July 2023 – Travefy is thrilled to offer an integration with ALG Vacations® (ALGV) and the amazing ALGV family of brands!

Quickly import your client's ALG Vacation bookings into any Travefy trip!

Learn how it works and get started:

New feature

Manage Client Invoicing in Travefy! 💸

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Shared by Stephanie • December 18, 2023

April 2023 – Getting paid has never been simpler! Travefy now offers the ability to charge planning fees through the platform!

💰 How it works:

  • Charge trip planning fees (service fee, consultation fee, etc.)
  • Payment is collected through a Stripe integration
  • Travefy does not charge a processing fee
  • Customize with your branding on invoices

Read about invoicing and start collecting payments today!