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.

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

💸 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.

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.

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.

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.

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.

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

• Simple Scheduling: Effortlessly add a Calendly link to any form, website or landing page in Travefy!

• 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:

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.

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.

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: