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: 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: 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've never used Travefy before and have subagents. How do I get started?
A: Email our team at Support@travefy.com letting us know. Our team can help make sure you are set up correctly on our end.
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.
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 and OutsideAgents must match. 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.
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: I'm a parent agent, how do I set up my child agents as a part of my team on Travefy?
A: Please follow the below instructions to begin getting your team set up in Travefy:
1. Parent Agents: Parent Agent needs to create their Travefy account via the SSO option in TAP or they need to complete Travefy's form to request connecting to their existing Travefy account.
2. Child Agents: Child agents need to create their Travefy account via the SSO option in TAP or they need to complete Travefy's form to request connecting to their existing Travefy account.
3. List of Child Agents: Parent agent needs to contact Travefy at support-internal@travefy.com to share a list of names and email addresses of all child agent accounts.
4. Travefy Creates Team: Travefy will review the list of child agents and will connect the child accounts to the parent agency (team.) Travefy will notify the parent agent once this is complete.
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.