Travefy Training Class

Travefy Training Class offers live and on-demand lessons covering different parts of Travefy’s platform to help you get the most out of your account. Each lesson is created to be interactive and a workshop-style class so you can choose to follow along and build trips and content in your own account with us.

Getting Started with Travefy

Learn how to implement Travefy in this sales workflow series. From marketing your trips to closing the sale and impressing your client.

45 min.

Lesson 1: Marketing with Travefy Pages

Let’s dive into the first step of the sales workflow when using Travefy, which starts with marketing! We'll explore Travefy Pages, our website and landing page builder.

50 min.

Lesson 2: CRM and Automated Workflows

Focus on Travefy's CRM tools including contacts, forms, credit card authorization, and more during this lesson. You'll leave with a full understanding of how to use these tools in your workflow.

35 min.

Lesson 3: Selling your First Trip with Proposals

Explore the proposal and itinerary builder and walkthrough how to create show-stopping quotes and proposals for your clients! This will be the perfect opportunity to learn all that you can do within the trip builder.

25 min.

Lesson 4: Impressing Clients with Itineraries and the Mobile App

We'll be focusing on Travefy's itinerary builder and traveler experience. You'll be able to take everything you've learned in the last three classes and apply it all to this final class.

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