The Travefy + OutsideAgents partnership gives OutsideAgents advisors access to Travefy as part of their active subscription beginning September 14, 2026.
Whether you’re new to Travefy, already have an account, or use another system today, these FAQs cover what to expect and how to get started.
Getting Started 💡
Q: Do I keep entering bookings in TESS to get paid?
A: Yes, please keep entering bookings in TESS. OutsideAgents will notify if and when there are any changes to this process.
Q: Will this be mandatory if I don't want to use it?
A: You can absolutely continue to use TESS or any other CRM to run your business — you decide what works best. A time will come when OutsideAgents transfers payroll and back-office functions to Travefy. At that point, you'll need to enter your bookings into Travefy instead of TESS in order to get paid. This is no different than the way we operate now, except instead of entering into TESS, you'll be entering into Travefy.
Q: I'm a current customer with Travefy. How do I get started?
A: To get started, submit this form to request that your account be moved to OutsideAgents licensing. Travefy will follow up after reviewing your account.
Q: I’ve never used Travefy before. How do I get started?
A: Sign up for Travefy through the Outside Agents TAP portal using Single Sign-On (SSO). This will create your Travefy account and get you started.
Q: I previously did a free trial with Travefy or had a Travefy account and cancelled it. How do I get started?
A: If you've ever created a Travefy account, you'll need to submit this form.
Q: I use a different CRM. Do I have to switch to Travefy?
A: No, you do not have to switch to Travefy. You can continue to use your third-party CRM system, and you're welcome to switch to Travefy in the future.
Q: Can I switch from a different CRM to Travefy?
A: Yes. You can export your clients from your existing CRM and import them into Travefy. You can also use Travefy's AI-powered Smart Import to import existing trips from another system.
Q: I created my Travefy account through OutsideAgents, how do I sign into my Travefy account in the future?
A: Great job setting up your Travefy account! If you created your Travefy account for the first time through OutsideAgents, moving forward you will sign in through TAP to access your Travefy account.
Parent Agents / Sub Agencies ⭐️
Q: I'm a "parent agent" with my own team of ICs through OutsideAgents. How do I set up my Travefy account?
A: Travefy's CX team can assist with setting up your team. As a parent agent, follow these steps to set up your team of ICs on Travefy:
Parent Agent Setup: Create your Travefy account through the TAP portal, or fill out Travefy's form for current Travefy users to request to move their account to OutsideAgents. (Please ensure your Travefy email address matches your TAP email address.)
Child Agent Setup (Sub-agent): Have your agents create a Travefy account by going through TAP. If your sub-agents already have a Travefy account, the existing account will be used and they don't need to do anything else.
List of Agents: Send Travefy a list of the names and email addresses of all of your child agents and include the details of your parent agent account. Send your list of accounts to Support@Travefy.com or use the live chat inside your account.
Travefy Creates Team: Travefy's support team will create your team of accounts and contact you to confirm. This process can take 3-5 business days depending on the volume of requests.
Q: I'm a parent agent and have a team set up in Travefy now. Will anything change when it converts?
A: Nothing will change. Your team setup will remain the same, with no data loss. If you're new to Travefy, extensive training on managing teams will be available through Travefy's education and training program and webinars.
Q: Will subagents also receive this?
A: Yes. All agents with active OutsideAgents subscriptions will have access to Travefy at no additional charge starting September 14, 2026.
Q: Are planning fees are offered through Travefy and OutsideAgents?
A: Yes, Travefy has turned on planning fee processing for OutsideAgents members. All planning fees will be processed through the main OutsideAgents Stripe account. Please reach out to the OA team to learn more about this process.
Your Existing Travefy Account ⭐️
Q: Does my email address in Travefy need to match my email address with OutsideAgents?
A: Yes—your email address in Travefy must match your email address in OutsideAgents. Please update your email address in Travefy and do not change your email address in TAP. You can learn how to update your Travefy email address or set a different display email address to display on your profile in Travefy.
Q: Will I lose any data or features by switching my Travefy account to OA?
A: No. You will have all of the same functionality as your independent Travefy account and you will not lose access to any data, Contacts, Trips, or Library items.
Q: When my account converts to OutsideAgents, will I lose data or projects in Travefy?
A: No. When your current Travefy account converts to an account under OutsideAgents, there will be no data loss.
Q: Will the Travefy account I receive through OutsideAgents have all the features of my current Travefy account?
A: Yes. You'll have access to all of Travefy's current features and offerings.
Refunds & Billing 💳
Q: I already paid for a Travefy account. Will I get that money back?
A: It depends on your current plan. If you're on a monthly plan, there's no refund due since you're already billed month-to-month. If you're on an annual plan, you'll be converted to a monthly subscription and refunded any remaining prepaid balance — see below for how this is calculated.
Q: If I'm a current Travefy customer, am I eligible for a prorated refund?
A: It depends on your current plan. Monthly customers are already billed month-to-month, so no refund is due. For Annual customers, Travefy will your annual subscription from your original purchase date at the standard $49/month rate. Based on what you originally paid and applying the $49/month rate, a prorated refund of their remaining prepaid balance will be refunded back to your payment method. See below for how this is calculated.
Q: How are prorated refunds calculated and handled?
A: Current monthly customers are month-to-month, so no refund is due. Current annual customers will be converted to a monthly subscription from the date of their original purchase and billed at the standard $49/month rate against the amount they originally paid. Any remaining balance from their original purchase will be refunded to their original form of payment on file.
Support 🤝
Q: Where do I go for questions about Travefy?
A: You can contact Travefy's customer support team via the live chat in your account, email Support@Travefy.com, or visit Travefy's support center at Travefy.com/Support.
Q: I want to use secure credit card authorizations in Travefy? How do I get started?
A: Awesome! Credit card authorizations in Travefy require two-factor authentication to secure your account. Please review this article on how to set up two factor authentication with your Travefy account through OutsideAgents.
Q: How do I sign into the Travefy Pro app with my OutsideAgents account?
A: Because OutsideAgents uses Single Sign On (SSO) to connect your TAP account to Travefy, you do not have a password set. Please reach out to Travefy's support team using the live chat or email support@travefy.com for help signing into the mobile app.
Q: How do I access the custom onboarding in Travefy Academy?
A: Make sure you're signed into your Travefy account through TAP. Then select Learn at the top right and then login on the Academy page. Check out this article for full complete steps: FAQ