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Contacts Overview

Everything you need to know about Contacts in your Travefy account.

Written by Stephanie Gries
Updated over a week ago

With Contacts in your Travefy account, you're able to save client information (email, phone number, address, & associated proposals/itineraries) to organize your customer's information and quickly share itineraries with them.

We'll go over the basics of creating a contact in your account, and show you where to find more information!

Here's more information that may be helpful:


Adding Contacts

To begin adding contacts to your Travefy account, just click on the Contacts tab at the top of your home screen.

Then click on + New Contact.

You can then add all the information for the contact!

Questions? Chat us in the live chat within your account or send us an email at Support@Travefy.com

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