Skip to main content
All CollectionsMobile Apps
How can I chat with my clients using Travefy?
How can I chat with my clients using Travefy?

Learn how to chat with your clients.

Matt Bishop avatar
Written by Matt Bishop
Updated over 9 months ago

There are a few ways you and your clients can chat using Travefy and Trip Plans.

Advisor Option 1: Trip Builder

Inside the trip builder, you're able to access the discussion panel here, on the right-hand side of your library.

Advisor Option 2: The Trip Sidebar

Open the Trip Sidebar by clicking on the trip, and then click on the Chat tab.

Advisor + Client Option: Web Link - Itinerary

If you're viewing an itinerary with a web link such as https://travefy.com/trip/6yw9rqwxbjgsqz2adc9gv6qy9ln5j2q, there will be a chat icon off to the right of your screen.

App Options: Travefy Pro (for the advisor) and Trip Plans (for the traveler)

What about turning the messaging feature off?

To do that, you can follow the instructions here.

Did this answer your question?