1. Compass, your new CRM dashboard

Compass brings what needs your attention into one place, so you can spend less time searching and more time moving your day forward. See important activity, unread communications, key dates, upcoming tasks and automations, your Trips pipeline, sales insights, and more. Learn more

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2. Organize your Trips in a board view

Your Trips now have a new home with list and board views, giving you more flexibility in how you organize your travel business. Switch to Board View to see Trips by status and drag and drop them as they move through your workflow. Learn more

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3. Bring important Travefy dates into Google Calendar

Keep the dates that matter closer with the new Google Calendar integration. Important Travefy events can sync to your Google Calendar, while events from your primary Google Calendar appear in Compass, giving you a more complete picture of what's ahead. Learn more

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4. Navigate Travefy the way you work

The new Travefy navigation creates clearer homes for the different parts of your business as the platform continues to grow. Move more easily between Compass, Trips, Business Hub, Resources, and the tools you use every day.

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5. Control who can access Contacts 

New Contact permissions give agency admins more control over how client relationships are shared across their team. Choose which roles can view and edit Contacts they don't own, creating clearer boundaries or greater collaboration based on how your agency works. Learn more

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6. Bookings connect to more of your workflows

See the full story behind every Booking. New internal notes, associated trips, a Bookings tab on Contact profiles, and clearer traveler details mean you're not hunting across systems to piece together what happened, starting with a simpler 2 step creation process. Learn more

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7. Import ALG Vacations and Expedia TAAP bookings directly into Bookings

Import a booking from ALG Vacations or Expedia TAAP into your Trip, and Travefy will automatically create a Booking with key details like pricing. ALG Vacations bookings can also bring over multiple travel components, helping you carry more of the booking details into your back-office workflow without entering them again. Learn more

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8. Organize suppliers across your agency

Set your suppliers once, and your whole team works from the same source. Standardize preferred suppliers and default commission percentages, attach documents, and require advisors to use approved suppliers only, for cleaner data with less manual cleanup. Learn more

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9. Reconcile Bookings more efficiently

We continued improving Smart Reconcile to make matching supplier payments to Bookings more dependable. Updates to its AI foundation improve how supplier statements are interpreted and matched, alongside fixes that make the reconciliation process more reliable.

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10. Ongoing reliability and workflow improvements

Alongside August's larger releases, we shipped improvements across supplier search, payment authorizations, Payouts, tasks, email automations, trip permissions, calendar syncing, and more. These smaller updates keep the tools you rely on every day working smoothly.

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