Getting Started Guide

Get a quick tour of the interface, profile and settings inside your Travefy account.

In this tutorial:

• Your profile
• Adding your branding
• Settings & Security
• Payment, billing & receipts

A quick overview of getting started building quotes and proposals with Travefy.

In this tutorial:

• View a sample proposal
• Creating a proposal
• Adding events (bookings and information)
• Client approvals

Watch a quick introduction to Travefy's award-winning itinerary builder.

In this tutorial:

• Introduction to the interface
• Settings & trip details
• Adding Events
• Sharing itineraries

Learn how to get started with Travefy's simple CRM.

In this tutorial:

• Contacts overview
• Importing, adding, editing contacts
• Using Contacts with Forms

Securely collect client information or payment authorizations seamlessly with forms in Travefy.

In this tutorial:

• Forms overview
• Creating a form
• Sending forms
• Viewing client responses

Learn how to create and host your website in Travefy.

In this tutorial:

• Website builder overview
• Creating new website elements
• Domain masking

Learn how to import live flight schedules from Travefy's built-in global flights database.

In this tutorial:

• Travefy's quick-add flights tool
• Importing booking confirmation emails
• GDS copy/paste options
• Automatic flight updates

Learn how to add hotels from Travefy's worldwide places database or add custom places.

In this tutorial:

• Travefy's built-in hotel database
• Adding content & photos
• Accessing Virtuoso content

Add beautiful, customized excursions, activities, and tours to any itinerary or proposal in a snap.

In this tutorial:

• Adding activities & excursions
• Importing content

Import itineraries or bookings from hundreds of suppliers integrated into Travefy.

In this tutorial:

• Importing from 50+ cruise lines
• Importing from 40+ tour operators for packaged/scheduled itineraries
• Custom booking imports
• Adding new supplier integrations

Make your itineraries and proposals stand out with eye-catching, photos, videos and content!

In this tutorial:

• Travefy's built-in stock photo library
• Uploading photos
• Importing photos from supplier websites
• Importing video

Add City Guides and destination information from Travefy's Library of over 640+ destinations.

In this tutorial:

• Using City Guides
• Adding City Guides
• Creating custom City Guides

Learn how to send itineraries to clients and use collaboration.

In this tutorial:

• Sending itineraries to clients
• Exporting PDFs
• Viewing the web itinerary
• Accessing the mobile apps
• Using collabortion

Create and send forms to collect client information quickly and efficiently.

In this tutorial:

• Mobile app features
• How clients access the Trip Plans app
• Travefy Pro app for travel advisors
• Troubleshooting

Use PCI-compliant credit card authorization forms to securely collect and store client payment details.

In this tutorial:

• Two-factor authentication
• Creating credit card authorization forms
• Sending forms to clients
• Viewing client payment details

Save time by saving content and information to your Library to add to future itineraries or proposals.

In this tutorial:

• Overview of the Library
• Creating content and saving to your Library
• Organizing your Library

Work seamlessly and keep organized with your team in Travefy.

In this tutorial:

• What are teams and how they work
• Volume discount pricing for teams
• Benefits of a team

Use Travefy to save time managing group itineraries, quotes, and proposals.

In this tutorial:

• Using group itinerary management and tagging
• Creating templates and copies for groups

Set up tasks and reminders within your Travefy account so you never miss a thing!

In this tutorial:

• Where to locate Tasks in your account and Travefy Pro mobile app
• Creating tasks for trips and contacts
• Setting up task lists in your Library
• Assigning tasks to other team members

Easily and securely collect client payments for planning fees or professional fees directly in your Travefy account.

In this tutorial:

• Setting up your Stripe account
• Creating and sending invoices to your clients
• Understanding how invoicing works and is safe and secure

Landing pages are a perfect marketing tool to promote group trips, packages, cruises or destinations weddings.

In this tutorial:

• Creating landing pages
• Adding content
• Creating registration forms
• Sharing & promoting landing pages