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Wave Season Workshop

A short, comprehensive guide covering our most recent webinar.

Bonnie MacLeod avatar
Written by Bonnie MacLeod
Updated over 2 months ago

Explore Travefy’s enhanced cruise tools and see how you can optimize your workflow, market cruise offerings effectively, and manage group travel effortlessly. From upgraded content features to seamless trip building and client engagement tools, this session will show you how to save time and deliver exceptional client experiences.

1.) Webinar Recording 🎬

We record and upload all of our webinars to our YouTube channel. Make sure to subscribe so you don't miss any uploads: Travefy YouTube Channel

2.) Marketing Cruises

Easily create and share stunning travel landing pages to promote your cruises. Include your branding, necessary booking forms, cruise itinerary, Calendly, cabin options and more on each page.

Have a Travefy account? Save these free page templates that you can customize and use for your own cruises:

Additional Training Walkthrough:

3.) Forms for Cruises

Securely collect and store interested traveler information using Travefy's form builder. As a PCI compliant platform with encrypted security, collect card authorizations and other important documents easily. Paired with other features like form response limits, smart fields, and electronic signatures, starting the booking process is easy for both you and your travelers.

Have a Travefy account? Save these free form templates that you can customize and use for your own clients:

Additional Training Walkthrough:

4.) Client Management for Cruises

With Travefy's Client Management system, easily track sent itineraries, proposals, forms, and more. Utilize the labeling system to easily group travelers together to manage your cruise groups more easily. Save additional time by utilizing Travefy's task reminders, automations, and task lists to ensure everything gets done on time and that you can have Travefy send items out on your behalf.

Have a Travefy account? Save these free cruise task list templates that you can customize and use for your own clients:

Additional Training Walkthrough:

5.) Cruise Content

With Travefy's leading supplier integrations, upgraded cruise content, free destination guides, Marketplace and more, building stunning cruise proposals and itineraries is quicker than ever before.

Have a Travefy account? Save the cruise itinerary template that was worked on during the webinar along with other bonus material:

Additional Training Walkthrough:

6.) Sales with Travefy

With Travefy's Trip experience effortlessly organize and compile all your cruise resources into a single trip. Organize your groups more easily, manage travelers, and handle automations, forms, and more all within one Trip. Use the Decisions feature to present proposal options to clients, making decision-making easy while prompting them to complete any remaining required forms.

Additional Training Walkthrough:

7.) Trip Management with Travefy

Enhance your client's trip experience even more by having them download the free mobile app Trip Plans. With the ability to chat back and forth with you easily, be alerted on their device about flight notifications, and having the ability to toggle on Offline mode, this app is the perfect pairing for your next cruise itinerary.

Have a Travefy account? Save this Trip Plans information item which you can add into your future itineraries:

Additional Training Walkthrough:

💻 New to Travefy or need additional training? Schedule a 1-1 demo or training with our team here!

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