With the Notes feature in your Travefy account, you and your teammates are able to add helpful information and details about your clients under their Contacts tab.

Notes can be used to store different pieces of information about your clients; travel preferences, documentation on past conversations, or important travel document details, to name just a few.

To add notes to your contacts you will want to follow these steps: 

1. Go to your Contacts tab 

2. You will then need to select the contact that you want to add notes on.


3. Once in the Contact's tab, you will want to click on Add button under the Notes section.

4. You will then be able to enter notes on your contacts and then save them. 

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

Did this answer your question?