Travefy customers have early release access to start using and testing new tools, including a new Trips View in their Travefy account! In this article, we'll share how each new tool and feature works along with a video tutorial, FAQ guides, and more.
What's New
Decisions: Present 1-3 proposals within a Decision that your clients can view and make a selection on the proposal they choose.
Smart Import: Upload content from anywhere into any itinerary or proposal using Smart Import, designed with A.I. Upload a supplier PDF or copy and paste from a website or other source to generate event information.
Get a deeper look at all tools below and learn more! 👇
🗺️ Trips
Your new Trips View will bring new functionality and more organization around how you work in Travefy. From each Trip, you can manage multiple itineraries, proposals, forms, Decisions, and pages – all from a single view.
💡 How to Get Early Access: The new tools and features within this article are available to any current Travefy user. To turn them on, select "Get early access" at the bottom of your Travefy's Trips page.
✨ Important! All accounts will automatically have these features turned on in December, so take this opportunity to explore and learn them now to get a head start!
📝 Managing Forms Within Trips
Create, send, and track your form responses directly in a Trip! You can add as many forms as you need to each Trip and within your Trip View, you can manage responses and resend to a client anytime.
✨ Decisions
With Decisions, you can seamlessly present 1-3 proposal options to your clients with an intuitive booking workflow that incorporates a form or payment authorization.
Coming Soon: Get ready for more Decision enhancement with event-level Decision options in a proposal soon!
💡 Smart Import
Smart Import leverages AI to streamline how you bring booking details and travel documents into Travefy. By uploading or copying booking information, Smart Import helps recognize and organize content into relevant trip events for faster, more efficient itinerary and proposal creation.
Stay tuned for so much more!
Keep an eye out for additional updates and enhancements to these tools and even more features. These new tools only get better with you, please share any feedback with our team as you use these new enhancements to your Travefy account.
👋 Questions or feedback? Share it with us at Professional@Travefy.com or live chat us directly in your account.
👤 Need one-on-one training? We've got your back! Schedule a training session with a Travefy Client Champion by clicking here.