Decisions allow you to send options to your traveler to choose between.
These options can be either separate complete Proposals, or separate Events within a single Proposal. For more information on event - level decisions, click here!
1. Click on +Add New
When in a trip, click on the +Add New button, and select Decision.
2. Select the Proposals
A menu will appear, allowing you to choose which proposals to display. Be sure they are saved as proposals, not itineraries, otherwise they won’t appear as an available option.
Once you've selected at least two proposals, click on Create Decision.
3. Make changes as needed
The screen that appears will display all three options, and allow you to add a summary or make changes before sending it to your traveler. Feel free to add a summary to each proposals and/or edit the proposal from here.
If you're happy with what you see, click on Continue in the top right corner.
4. Select Forms
After you click on Continue, the option will appear for you to add forms to this Decision.
Note: Only forms you have already added to this Trip will appear here.
Just check the box on the forms you'd like to appear and then click on Continue to Send.
5. Send to Traveler
You can add their email and a custom message before sending, just like a regular Itinerary or Proposal invite.
What happens now?
Your traveler will receive an email as shown below:
After they've clicked on Review Proposals, they'll be able to see all three options, view the detailed itineraries, and select an option.
After they've selected and confirmed an option, they'll be able to review any forms that were attached as well.
They will receive an email copy of the Proposal they've chosen, and so will you!
You can view your client's decision in the Trip by clicking on the Decision, as shown here:
Troubleshooting Decisions
My proposals aren't showing up
Only items saved as Proposals (not Itineraries) appear in the Decision feature. If you're missing a trip, check whether it was created as an Itinerary instead.
My client didn't receive the Decision email
If your client hasn't received the Decision invitation email, try the following:
Ask them to check their spam or junk folder — Decision emails can sometimes be filtered.
Confirm the email address you entered when sending is correct.
Open the Decision in the trip and click Resend to send the invitation again.
My client selected an option but I didn't receive a notification
Notification emails are sent to the email address on your Travefy account when a client makes a selection. If you didn't receive one:
Check your spam or junk folder.
Confirm the email address on your Travefy account is correct (Settings → Profile).
You can always view the client's selection directly in the trip by clicking on the Decision.