Step 1:

Go to a client’s profile page to access their Trips.

Step 2:

Click on the Trip ID number for the Trip you would like to send to Travefy. 

Step 3:

Scroll down to Trip Reservations and click Edit next to the reservation you would like to send. 

Step 4:

Click Search next to "Travefy Booking #" to see a list of your Travefy trips. Select the one to pull. As a note, this will only show the trips that are shared with the VCRM platform

Step 5:

Inside the Edit Reservation Page you can click "Update Reservation From Travefy."

Important Note: You can only send a trip from Travefy back into VCRM that was originally sent over from VCRM. Trips that originated in Travefy can't be sent directly to VCRM. Please contact support at Professional@Travefy.com with any questions.

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