As a travel advisor, there’s always something that needs your attention.
Compass is your home base in Travefy, bringing important activity together so you can quickly see what’s new, what needs attention, what’s ahead, and how your business is performing.
Here’s how Compass can help you start every day with clarity.
Accessing Compass
You can access your Compass by selecting Compass at the top left of your navigation bar.
Business Performance
Compass brings your bookings and commissions information together, giving you a clear view of how your business is performing. At a glance, you can see:
Total sales
Expected commission
Commission received
Use the dropdown menu to view your performance for so far this year, the current month, the past 12 months, or the last 90 days.
Trips Pipeline
Your Trips Pipeline gives you a visual overview of your current Trips and their statuses, helping you quickly see where each Trip stands and which ones may need your attention next.
Important Dates
Next to your Trips Pipeline, you’ll find a snapshot of the important dates and activity shaping your day and week.
Key Dates: Stay ahead of important moments without having to track them down. Trip start and end dates, payment due dates, birthdays, anniversaries, and passport expirations surface automatically.
Tasks and Automations: See the Tasks due today and the Automations scheduled to send, so you know exactly what’s happening across your workflows.
Clients Traveling: Know where your travelers are at a glance. See clients currently traveling or departing soon, along with their destination, local time, and trip progress.
Learn more about: Contacts and Tasks and Automations
Needs Your Attention
Further down in Compass, you’ll find the Needs Your Attention section, which brings important updates and action items into one place, including:
Expiring authorizations
New bookings
Approved Proposals
Assigned tasks
This makes it easy to see what needs your attention next, so nothing slips through the cracks.
Learn more about: Bookings
Waiting on Others
When a Form or Invoice goes unanswered, it will appear here so you know when a follow-up may be needed. Once a response is received, the item will automatically clear from the list.
Chats and Emails
Any unread Trip Chat messages or emails will appear here, helping you stay on top of important client communication and respond to travelers quickly—without having to dig through different notifications.
Learn more about: Trip chats and Emails
Business Growth
Travefy uses your total sales data from Booking submissions to give you a clear, month-by-month view of your business performance. Easily spot trends, better understand your selling seasons, and use those insights to make more informed business decisions.
Compass is designed to give you clarity without adding more work.
By bringing together important signals from your clients, Trips, communications, and business, Compass helps you spend less time figuring out what needs your attention and more time taking action.