Bookings Smart Import uses AI to turn your supplier confirmations into Bookings in Travefy, so you don’t have to enter every detail yourself. Paste in a confirmation or upload a file, and Smart Import fills in the supplier, travelers, dates, and pricing for you to review and save.
1. Bookings tab
Select the Business Hub from your navigation bar. Then select Bookings under the CRM section.
2. Add new booking
Select + New Booking at the top left of your Bookings list.
3. Add the Boooking
Paste in a confirmation email, quote, other text, or upload a file that includes information of the Booking.
4. Import
Once added, select import at the bottom right.
5. Review Information
Review the details Smart Import pulled from your document. You’ll see a summary of the Booking and any travelers on it. Travelers who aren’t in your Travefy CRM yet will be added automatically.
Select or deselect each part of the Booking to choose what gets added.
6. Finalize and save
You will now see a standard Booking open. Enter in any additional information as needed before selecting save and close at the bottom right.
Your Booking is saved, and the details you would have spent time re-entering are already in place. Because it’s a connected record in Travefy, it also supports the related Trip, your CRM, commissions, and agency operations. Let Smart Import’s AI handle the data entry so you can spend that time on your clients.