Travefy Pro

FAQs for all Travefy Professional users

David Chait avatar Scott Rutz avatar Stephanie Gries avatar +1
245 articles in this collection
Written by David Chait, Scott Rutz, Stephanie Gries and 1 other
Getting Started

Schedule a Call with Travefy Support

Please see below for instruction on scheduling a call with the Travefy Support team.
David Chait avatar
Written by David Chait
Updated over a week ago

How to add information to your itinerary.

Guide to adding information to an itinerary.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I still purchase the Starter Plan?

Travefy no longer offers the Stater Plan
David Chait avatar
Written by David Chait
Updated over a week ago

Issue importing Bookings from GOGO

Why can't I import a Booking from GOGO?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Guide to optimal image sizes in Travefy.

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Authenticate Your Account If You Signed in With Facebook

How to log into your account if you authenticated your account with Facebook.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How To Add Travel Insurance To Your Itinerary

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How do I login to my Travefy account?

Logging in to your Travefy account
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Will Travefy Contact my Clients or Use my Client's Information?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is an "Itinerary View"?

Learn more about the definition of "Itinerary Views" and how they are calculated.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

What “Anonymized Basic Usage Data” may be shared with Virtuoso if I turned on the Virtuoso Amenity Feature?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add my logo and contact information?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I enter a promo code?

Entering a promo or coupon code.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is Travefy’s Price Match Guarantee?

Learn more about Travefy’s Price Match Guarantee
David Chait avatar
Written by David Chait
Updated over a week ago

What suppliers are supported by the Booking Import Method and PUSH Method?

Please see below for a list of suppliers supported by Travefy's Booking Import Method
Haley Hofer avatar
Written by Haley Hofer
Updated this week

How do I start an itinerary?

Starting a new trip itinerary by adding trip details and cover photo.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Is Travefy a Virtuoso Preferred Supplier?

Special Travefy integrations and offers for Virtuoso Member Agencies
David Chait avatar
Written by David Chait
Updated over a week ago

Are other languages available for Travefy?

Can Travefy be in another language other than English?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

My suppliers are not integrated with Travefy.

Travefy is always adding new suppliers integrations. Let us know what suppliers and vendors would be helpful for you.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

What tour suppliers does Travefy integrate with?

Tour providers available for quick-add lookup for itineraries
Stephanie Gries avatar
Written by Stephanie Gries
Updated this week

Can I build travel itineraries for cruises and FITs?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I create an itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can Travefy be in RTL format?

RTL formatting and Hebrew language.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How secure is my information on How secure is my information on Travefy?

What is the security like on Travefy and the information that I upload?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to edit your profile

Editing your profile in your account.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can customers pay me through Travefy?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to get started on Travefy Professional (Setting up your account)

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add a price and description to a trip?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Is Travefy Professional good for price quotes, pre-booking, or post-booking?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I generate an Access Token for Project Expedition?

To use Travefy's Booking Import function with Project Expedition you must have an Access Token
David Chait avatar
Written by David Chait
Updated over a week ago

How is Travefy Professional different than regular Travefy?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago
Building the Itinerary

How do I get back to my Trips list?

How do I get back to the main page of Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How To Add People To An Itinerary For A Large Group Trip

Add Client To A Trip
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to adjust the End Date on an Itinerary

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Remove the Website With a Hotel

Removing the URL or website associated with hotel content.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to remove a traveler from a trip.

Can I remove a client from my client list?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What is the People section?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How do I review all the clients I have added to an itinerary?

Can I see my client list?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What Does "We are no longer receiving updates for this item..." When Searching for a Cruise Mean?

What "We are no longer receiving updates for this item. We recommend you check with the supplier..." means when searching for cruise.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How To Create A Custom City Guide

Can I create my own City Guides? What if I need a destination that is not covered in the City Guides database.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

What is the ...More button?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How does the Discover section work?

Searching for places in the Discover section.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Handle Date Line Issues in an Itinerary or Proposal

Dateline issues and how to fix it.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Import GO Holidays Booking Information in Travefy

Importing a booking from Go Holiday!
Stephanie Gries avatar
Written by Stephanie Gries
Updated this week

How Do I Remove or Hide Empty Days?

How to delete empty days so they do not display on itineraries.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

ClientBase Error Message "Overflow while converting variant type (Word) into type (Byte)" Error

What this ClientBase error means and how to fix it.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I turn a Proposal into an Itinerary?

How to convert a Proposal into an Itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is Event Visibility?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Update my Trip Settings

Where can I update trip details?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How do I add photos to my itinerary?

How to add images and photos to your itinerary and events.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Upload Images from your Device

How do I upload a photo to an itinerary?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to add a new day at the beginning of and itinerary

Adding a new day to the itinerary at the top.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Get Images From Any Website

How do I use the Website function to add photos to an itinerary?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Paste an Image You've Copied

How do I copy and paste a photo into Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Find Images from our Database

How do I use the Search tool to add a photo(s) in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How To Turn On/Off Automatic Flight Updates

Turning off and/or on automatic flight updates
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What happened to the blue navigation bar in the Itinerary Builder?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What image file size can I upload?

The highest image file size that you can upload to a Travefy itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What extensions are incompatible with Travefy?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to add City Guides

Adding City Guides or Destination Content to an itinerary or quote.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Remove Dates From a Proposal or Itinerary

Removing the date from a proposal or itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to import GOGO Vacations Long Haul bookings in Travefy.

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What is the Library in Travefy?

Helpful information about the Library.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to add flights from my GDS?

Quick add PNR information from your GDS.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to add a document or attachment to an itinerary.

Adding a document, attachment, or PDF file to your itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to import Bookings into Travefy.

How to import Bookings from your supplier in Travefy.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to import ShoreTrips booking information in Travefy.

Can I import a booking from ShoreTrips?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

I can't find my Library!

How to find your Library when Travefy is condensed.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to change time format to 12-hour or 24-hour

Time formatting to 12-hour or 24-hour.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I invite a team member to edit an itinerary with me?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to drag and drop Events and Places from your Library to an itinerary.

How do I add Events from my Library to my Itinerary?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Turning on the Trip Overview Map

Can I add or remove the Trip Overview Map from my itinerary?
David Chait avatar
Written by David Chait
Updated over a week ago

Can I search for labels within an itinerary?

Learn how to search for labels within an itinerary and filter library items by multiple labels
David Chait avatar
Written by David Chait
Updated over a week ago

How to import booking confirmation emails.

Guide to importing hotel, flight or car rental booking confirmations.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What suppliers does Travefy's Booking Confirmation Email Import process support?

Suppliers that Travefy integrates with
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How do I add tour information?

Quickly adding tours to an itinerary
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to add cruise and tour information

Adding cruise and tour information to an itinerary or quote.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Problems importing booking confirmation emails? Check out these tips!

If you have issues importing a booking confirmation email from a supplier, check out these tips!
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What Does "Out of Sync" on Flights Mean?

Does your flight say "Out of Sync"? Here's what that means and how to fix it.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to add a link to Google Maps in Travefy.

How can I add directions from Google Maps in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago
Using the Mobile Apps

Mobile App Best Practice Tips For You and Your Clients

Tips and tricks to getting the most out of the Trip Plans and Travefy Pro mobile apps!
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How Clients Access the Trip Plans Mobile App From the Desktop Computer

How clients can download the Trip Plans app on their mobile device to view their itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why do I need to create an account?

Creating an account for the Trip Plans mobile app.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How Do My Clients Access the Itinerary on the Trip Plans Mobile App?

Accessing itinerary on the Trip Plans mobile app.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to View Your Itinerary in the Trip Plans Mobile App (FAQ For Traveler)

How you can access your itinerary as a traveler.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why Can't My Client Open the Attachment in the Itinerary?

Is your client having trouble opening an attachment or document in the itinerary?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Travefy Trip Plans and Travefy Pro Mobile Apps

Everything to know about using the Travefy mobile apps!
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Does my client need an Invite Code?

Invite Code is Not Needed
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I download the Trip Plans or Travefy Pro on my iPad?

Downloading the Trip Plans or Travefy Pro mobile app on an iPad.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What apps do I download and my clients download?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What does the red dot mean?

What does the red dot that appears on a trip itinerary mean?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I access itineraries offline via the mobile app?

How to access itineraries offline on the Trip Plans app.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is the minimum Android OS Version that is needed to download the Trip Plans app?

Android OS Version to download the mobile app.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why Doesn't My Client Have the Option to "View in App"?

"Get the App" button not available on client's web itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why does my client need to create an account in the Trip Plans mobile app?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago
Sending the Itinerary to Others

How to share an itinerary with my client via email.

Can I share my itinerary via email with my client?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I send an itinerary to multiple emails at a time?

How do I send out multiple emails at once?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How Many Emails Can Be Sent At Once When Sharing an Itinerary or Proposal?

The number of traveler emails that can be sent at once.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to create a PDF of an itinerary for my client.

Can I print a PDF for my client?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I see if my clients have opened the itinerary or downloaded Trip Plans app?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How can I quickly copy the shareable link of an itinerary?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How does my client access the itinerary?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I give my clients access to the PDF and Mobile app online?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Why am I Getting an "Error" Message When Exporting a PDF with Attachments?

Error when exporting PDF with attachments.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I send the itinerary to multiple emails at a time?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How do I share and send the itinerary to my client(s)?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I resend an email?

How To Resend An Email
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I add multiple emails from a spreadsheet?

How To Add Multiple Emails At One Time
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I preview my client's itinerary before I send it out?

How to preview an itinerary before sending a trip.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Send the Web Itinerary To Your Client From Travefy

Sending the itinerary from Travefy to your client.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I message my clients?

Using the Trip Plans and Travefy Pro app to message/discussion with clients and travelers.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What do my clients see when I send them an email to view their trip?

What does the email look like when I send it to my clients?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago
Itinerary Builder

How to Add Images to an Itinerary or Proposal

All of the different ways to add an image to an itinerary or proposal.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Delete an Item From Library

Deleting a place or event from your library.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I link an email address in the notes field of an event?

Adding an email address in the notes field.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add general trip information?

Adding general trip information to the itinerary that does not associate with a day.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Add Images to Cruise Ports

Missing images? Here's how to add them.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How To Create a Cruise Proposal With Multiple Cruise Options

Creating a Proposal/Quote with multiple cruise options
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to add a phone number within an itinerary

Adding a phone number in the itinerary or quote.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to turn on automatic flight updates

Turning on automatic flight updates in your account
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to add an image directly from a website

Copying and pasting an image from the web and uploading to Travefy
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What Cruise Providers Does Travefy Integrate With?

Cruise providers available for quick look-up to Travefy users
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I add photos to Place content?

Adding images to a place and how to add multiple images for one place.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Does Travefy have information on Virtuoso Properties or Amenities?

Learn how to add Virtuoso information to your Travefy itinerary.
David Chait avatar
Written by David Chait
Updated over a week ago

How do I add Virtuoso information to my account?

How to add Virtuoso Amenities to your Travefy itinerary.
David Chait avatar
Written by David Chait
Updated over a week ago

Can I display different brands or profiles on my itineraries?

Displaying different brands and profiles on my itineraries.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I remove the Trip Overview Map?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How often will my flight update?

If I opt-in to flight updates, how frequently will they appear?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add times to my itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How can I add my own address?

Adding an address or longitude, latitude.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I edit the name of a day?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I delete an Event or Place from an itinerary?

Deleting an Event or Place from an itinerary or quote.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add a day or change the trip dates?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I Attach A File Or PDF To My Itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I delete a day?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What does the "Processing Forwarded Email Confirmations" alert mean?

Why does my Travefy say "Processing Forwarded Email Confirmations?"
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

I can't find the flight I am searching for

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is the best size for the itinerary cover photo?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Does Travefy work for cruise itineraries?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

I already have a host agency, do I have to book through Travefy?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add a link in my itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What if I can't find my currency listed?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I rename a day?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What if I can't find the address or place I'm searching for?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I manually add a place to my itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I manually add a flight, hotel, transportation, or other booking reservation?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Add an Additional Logo to an Itinerary or Proposal

Can I add another logo for branding to the itinerary or proposal?
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How to Add a Place from Travefy's Database

Adding a place like a hotel, museum, restaurant, or others to your itinerary.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I Quick-Add Flights?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add Cruise Information?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I add customer booking confirmations to my itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I change the information that is attached to a hotel or place?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I add existing travel plans or reservations to my travel itinerary?

How to add booking reservations to your itinerary by email.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I adjust the size of the cover image on my itinerary?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I Quick-Add Flights and Cruise Itineraries?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Power Tools on Travefy (Shortcuts)

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago
Billing & Account Management

How do I update or change the payment methods for my Travefy Professional subscription?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I change my password?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Travefy Professional Cancellation, Refund, and Billing Policy

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I change my Travefy Professional subscription?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What happens if I exceed my allotted number of monthly itinerary views?

How to purchase credits for additional itineraries views beyond your plan's monthly allotment.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How do I cancel my Travefy Professional subscription?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What happens if my Travefy Pro subscription payment fails?

Learn what happens if your Credit or Debit Card Payment fails.
David Chait avatar
Written by David Chait
Updated over a week ago

Can I get a longer trial than 10 days?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why did I receive an alert that says "Too Many Users on One Account"?

You will receive an alert if you are logged into the same Travefy account from too many devices
David Chait avatar
Written by David Chait
Updated over a week ago

Does Travefy Professional have volume licenses for multiple agents?

Learn more about team pricing and discounts.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How much does Travefy Professional cost?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Coupon and Discount Policy

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Travefy Discount and Pricing Timeline

Learn more about expiration and timelines associated with non-standard Travefy pricing and discounts.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago
Trip and Content Management

How do I pull a trip from Travefy into VacationCRM?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How do I push a trip from VacationCRM to Travefy?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How To Switch Platforms On A Trip

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Sent Trip from VacationCRM to Travefy and it says, "trip is managed by different platform."

Can I edit my trip when I see the "managed by different platform" notification?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I create an Event on my itinerary and save it to the Library?

How can I save an Event from my itinerary to my Library?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

City Guide Information

What does City Guides mean in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Did the main navigation bar change?

Learn more about the recent upgrades to the Travefy main navigation bar.
David Chait avatar
Written by David Chait
Updated over a week ago

Where does City Guide content come from?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What Suppliers are integrated with Travefy?

List of Suppliers integrated with Travefy.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What information is included in City Guides?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What destinations are covered with Travefy Pro's City Guides Library?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I delete an itinerary?

How to delete an itinerary.
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Written by Haley Hofer
Updated over a week ago

Can I Create a Database/Library of My Own Events or Places?

How to create a database of your Places and Events to save in your Library.
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Written by Stephanie Gries
Updated over a week ago

How to Update Library Events in the Itinerary Builder and Save Them to the Library

How can I overwrite Library Events from my itinerary?
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Written by Haley Hofer
Updated over a week ago

Did the Library Change?

Did my Content and Event Library disappear?
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Written by Haley Hofer
Updated over a week ago

How can I edit my text?

How can I edit text added to Travefy?
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Written by Haley Hofer
Updated over a week ago

How to Rearrange Events in Info & Docs.

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Written by Haley Hofer
Updated over a week ago

Why does my Library show lots of "No Name" items?

How to clean out blank or unneeded Library items with the default "No Name" title.
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Written by Scott Rutz
Updated over a week ago

Why can't I capitalize Labels in the Library?

Can't create a new Label in the Library?
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Written by Haley Hofer
Updated over a week ago

What does "Filter By Status" mean?

How to organize itineraries by setting it as a "status".
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Written by Stephanie Gries
Updated over a week ago

What if I can't find the cruise I am searching for?

Not finding the cruise in database
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Written by Stephanie Gries
Updated over a week ago

How do I delete something from my Library?

Deleting a Place, Document, or Event from your Library.
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Written by Stephanie Gries
Updated over a week ago

How to save a document or file to your Library

Saving a file or document to your Library
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Written by Stephanie Gries
Updated over a week ago

How do I switch a Profile for an itinerary?

Changing the Presenter or Profile of an itinerary.
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Written by Stephanie Gries
Updated over a week ago

Can I save Events to my Library from my itinerary?

Saving Events to your Library from the itinerary or quote.
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Written by Stephanie Gries
Updated over a week ago

How do I add a Place or Event from my itinerary to my Library?

Adding a Place or Event from an itinerary or quote to the Library.
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Written by Stephanie Gries
Updated over a week ago

How to archive an itinerary.

What does archive mean?
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Written by Stephanie Gries
Updated over a week ago

Where do all of the restaurants, places, hotels, vacation rentals, and flights on Travefy come from?

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Written by Stephanie Gries
Updated over a week ago

Can I reuse itineraries for future trips/clients?

Can I copy an itinerary?
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Written by Stephanie Gries
Updated over a week ago

Where did the booking confirmation forwarding email go?

Where to find the booking confirmation forwarding email.
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Written by Stephanie Gries
Updated over a week ago

How are my trips organized?

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Written by Stephanie Gries
Updated over a week ago

How To Organize Your Library

Organize your Library information with labels and descriptive words.
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Written by Scott Rutz
Updated over a week ago

6 Ways to Save Time with Your Library

Tips to save time building itineraries and quotes with the help of the Library feature.
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Written by Stephanie Gries
Updated over a week ago

How do I copy a trip?

Learn more about creating a template trip to use in the future and/or copying an existing trip as a starting point.
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Written by Stephanie Gries
Updated over a week ago
Itinerary Sharing

Why is my client's name incorrect?

Wrong client name listed to an itinerary or email address.
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Written by Stephanie Gries
Updated over a week ago

What do the email invite tracking statuses mean?

Learn the meaning of the symbols or icons that display the status of the email invite that you send to clients.
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Written by Stephanie Gries
Updated over a week ago

Where did Trip Settings go for sharing the itinerary with clients?

February 2019 Changes to Trip Settings
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Written by Stephanie Gries
Updated over a week ago

Unable to Download PDF on Edge Web Browser

Edge browser not downloading PDF itinerary.
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Written by Stephanie Gries
Updated over a week ago

Can I export my itinerary to Microsoft Word?

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Written by Stephanie Gries
Updated over a week ago

What is the difference between a "Condensed" and "Expanded" PDF?

Condensed and Expanded itinerary PDF difference.
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Written by Stephanie Gries
Updated over a week ago

Can I see if my clients have opened their email?

How can I see if my clients have received the email?
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Written by Haley Hofer
Updated over a week ago

How do I add locations to the map?

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Written by Stephanie Gries
Updated over a week ago

What are the different options when downloading my PDF?

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Written by Stephanie Gries
Updated over a week ago

Why am I missing days in the PDF?

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Written by Stephanie Gries
Updated over a week ago

What does the "Expanded" PDF look like?

Choosing between a condensed and expanded PDF.
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Written by Stephanie Gries
Updated over a week ago

What does the PDF itinerary look like?

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Written by Stephanie Gries
Updated over a week ago

Can I limit access to view the itinerary while editing or once the trip is complete?

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Written by Stephanie Gries
Updated over a week ago

Will my clients be notified if a flight changes?

Flight updates notifications for the clients.
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Written by Stephanie Gries
Updated over a week ago

Why aren't my clients receiving emails?

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Written by Stephanie Gries
Updated over a week ago