Education
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Thousands of advisors. 12 sessions. And a first look at the feature that changes how agencies reconcile commissions forever.
Some events feel like check-ins. Training Camp 2026 felt like a reunion.
For the sixth year in a row, travel advisors and agency leaders came together for our biggest virtual training event of the year, and this year more of you showed up than ever before. Thousands of advisors registered across 12 sessions and 4 days, not just to learn, but to share, swap workflows, and remind each other why this community is worth being part of.
What made 2026 different wasn't just the record numbers. For the first time, we brought Travefy Brand Ambassadors and everyday users to the front of the room to lead sessions. The workflows they shared weren't demos. They were the real systems these advisors actually run their businesses on. Karla Fritz, Travel Virtual Assistant, put it better than we could:
"I am so very impressed by how Travefy has grown over the years, but the company is still as dedicated to travel advisors as you always were. And I love to see how many different creative ways travel advisors keep coming up with to use this great tool."
That energy carried through every session, every chat window, and every thread in the Travefy Official Facebook Group long after the sessions wrapped. Here's a full breakdown of every session so you know exactly where to start.
Founder and CEO David Chait opened the sixth annual Training Camp with a clear through-line: a fully connected platform built for advisors at every stage, from first client to full agency. VP of Commercial Scott Rutz and VP of Product Kyle Deterding walked through a milestone year, including Travefy's sweep of the Host Agency Reviews rankings as the #1 CRM, itinerary builder, client portal builder, and website builder in the industry.
They also gave a first look at what's ahead in 2026. Smart Reconcile, Travefy's new AI-powered tool that will give agencies the ability to reconcile commissions in minutes, and email marketing built directly into the platform. If you only watch one session, start here.
This session walked the full Travefy workflow from end to end, from building a website and capturing leads, to managing client relationships in the CRM, crafting proposals and itineraries, and delivering a polished client portal. If you're not sure how all the pieces connect, or you know you're leaving capabilities on the table, this is the right place to start before diving into the rest.
Built for agency owners and leaders, this session covered how the platform connects your entire operation. It also included an exclusive first look at Smart Reconcile, which is worth the watch on its own. For agency leaders spending hours every month manually matching commissions, this is the preview you've been waiting for.
Three practical steps to get your Travefy CRM running the way your business actually works, from building your contact list to automating workflows that keep your client journey moving without constant manual follow-up.
If you're juggling more clients than your current system can handle, this one's for you. It walks through how to set up tasks, reminders, and automated workflows so Travefy handles more of the day-to-day. From sending forms and itineraries on your behalf to keeping every client's process on track, it's one of the fastest ways to get time back in your week.
This one came straight from the community. Travefy trainer and travel advisor Amy Glassford walked through her real-world lead workflow, from the moment an inquiry lands to the automated tasks and forms that keep everything moving. If you want to stop winging your intake process and build something that actually holds, watch this one start to finish.
Made for brand new users: how to set up your account, understand the platform, and build your first trip. The right starting point before diving into everything else.
A great trip isn't just about the destination. It's about how working with you feels from start to finish. This session covers the before, during, and after of the client experience: making your itineraries feel personal and polished, using the Trip Plans mobile app to keep clients connected on the go, and building the kind of experience that turns a first booking into a client who comes back.
This one came from inside the Travefy team, from an advisor with nearly 10 years of experience who walked through exactly how she builds proposals, presents decisions to clients, and moves from quote to confirmed booking. Real workflow, no filler. Worth revisiting the next time you sit down to build a proposal.
Travefy Brand Ambassador and agency owner Mia Thomas broke down her real payment process: the difference between credit card authorizations and invoices, when to use each, and how to set up a workflow that keeps things moving without the back and forth. Advisor-tested and immediately actionable.
Travefy Brand Ambassador and advisor Samantha Cooley walked through 3 real landing pages she runs in her own business, from group tours to events to destination-specific promotions, showing exactly how each one turns interest into bookings. She rounded it out with an open Q&A, making this one of the most community-driven sessions of the week.
The final session of Training Camp tackled one of the trickier parts of the job. Three practical methods for organizing and building group itineraries so you can manage multiple travelers without the chaos. Live Q&A included. A fitting way to close out the week.
Whether you're revisiting a favorite or catching one you missed, everything is there. And if you haven't already, come find us in the Travefy Official Facebook Group. Some of the best takeaways from this week didn't come from the presenters. They came from the advisors watching alongside you.
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