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Creating Itineraries & Proposals

Creating Itineraries & Proposals

122 articles
Stephanie Gries avatarDavid Chait avatarScott Rutz avatar+2
Written by Stephanie Gries, David Chait, Scott Rutz and 2 others

What is the Tables feature?

Learn where to find and how to use the Table feature in your Travefy account.
Kendra Rader avatar
Written by Kendra Rader. Updated over a week ago

What Are The Differences Between An Itinerary And A Proposal?

Matt Bishop avatar
Written by Matt Bishop. Updated over a week ago

Travefy Proposal Terms & Conditions

If you are approving a quote / proposal on Travefy, you are agreeing to the below Terms & Conditions
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

The Edit Button

What all can I do with the edit button?
Matt Bishop avatar
Written by Matt Bishop. Updated over a week ago

Duplicating an Event in the Itinerary Builder

How to duplicate an event
Matt Bishop avatar
Written by Matt Bishop. Updated over a week ago

How to Create a Proposal in Travefy

Get started creating proposals and quotes with Travefy.
Scott Rutz avatar
Written by Scott Rutz. Updated over a week ago

How to Add A From to an Itinerary or Proposal

Adding a form to an Itinerary or Proposal
Matt Bishop avatar
Written by Matt Bishop. Updated over a week ago

Customizing Proposals And Removing Dates

How to create a Proposal or quote in Travefy.
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 move an event to another day

Matt Bishop avatar
Written by Matt Bishop. Updated over a week ago

How do I set up my terms on Proposals?

How to set up your own custom terms for proposal approvals.
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 to Use Forms for Client Decision Making on Proposals and Quotes

Use Forms for a client decision making tool when approving a Proposal.
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

How to Set Up an Itinerary for a Group of Travelers

David Chait avatar
Written by David Chait. Updated over a week ago

How do I get back to my Trips list?

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

Unable to Download PDF on Edge Web Browser

Edge browser not downloading PDF itinerary.
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

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

Condensed and Expanded itinerary PDF difference.
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

What are the different options when downloading my PDF?

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

Why am I missing days in the PDF?

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

What does the PDF itinerary look like?

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 can I add my own address to a location attachment?

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

How do I add locations to the map?

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

How to Update my Trip Settings

Where can I update trip details?
David Chait avatar
Written by David Chait. Updated over a week ago

How can I Preview an itinerary for a large group trip?

Can I preview the itinerary for a large group before sending it out?
David Chait avatar
Written by David Chait. Updated over a week ago

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 Itinerary

How to delete an itinerary
David Chait avatar
Written by David Chait. 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

I can't find the flight I am searching for

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

What does "Filter By Status" mean?

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

How can I edit my text?

How can I edit text added to Travefy?
David Chait avatar
Written by David Chait. 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

Power Tools on Travefy (Shortcuts)

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 rearrange Events in a day?

How To Rearrange Events
David Chait avatar
Written by David Chait. Updated over a week ago

How to Rearrange Events in Information & Documents

David Chait avatar
Written by David Chait. Updated over a week ago

How to Remove the Website from a Place

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

Where to Find the Email Forward Confirmation Email

Where to find the booking confirmation forwarding email.
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 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 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 do I switch a Profile for an itinerary?

Changing the Presenter or Profile of an 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

How To Duplicate a Day

Learn more about how to copy a day within a trip.
Kendra Rader avatar
Written by Kendra Rader. Updated over a week ago

How are my trips organized?

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

How do I make adjustments to the cover image on my itinerary?

Stephanie Gries avatar
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?

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

What is the People section?

David Chait avatar
Written by David Chait. 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 Quick-Add Flights?

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

How to Archive an Itinerary

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

Adding Large Groups to an Itinerary

Add Client To A Trip
David Chait avatar
Written by David Chait. Updated over a week ago

Adding Information to an Itinerary

Guide to adding information to an itinerary.
David Chait avatar
Written by David Chait. Updated over a week ago

Can I reuse itineraries for future trips/clients?

Can I copy an itinerary?
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

Adding a Place to an Event

How to add a Place to an Itinerary
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

How to add/change a Photo in a Place

Adding an image to a Place
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

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

How do I adjust the End Date on an Itinerary?

David Chait avatar
Written by David Chait. Updated over a week ago

Guide to optimal image sizes in the Travefy Trip Builder

David Chait avatar
Written by David Chait. 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 review all the clients I have added to an itinerary?

Can I see my client list?
David Chait avatar
Written by David Chait. Updated over a week ago

How do I start an itinerary?

Starting a new trip itinerary
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

What is the ...More button?

David Chait avatar
Written by David Chait. 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 add times to my itinerary?

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

How do I change the dates of a trip?

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

Can I Edit the Name of a Day?

Changing the Title of a day
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

How do I delete an Event 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

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

How To Add Travel Insurance To Your Itinerary

David Chait avatar
Written by David Chait. Updated over a week ago

How do I add a link to my itinerary?

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

Enabling the International Date Line Feature for Repeated Days(if needed)

Enabling ITD for Itineraries
Stephanie Gries avatar
Written by Stephanie Gries. Updated over a week ago

How to Add "Check-In" & "Check-Out" Lodging Events

How to manually add Check-In and Check-Out lodging events to your itineraries and proposals.
Kendra Rader avatar
Written by Kendra Rader. Updated over a week ago

How to Upload Images from your Device

How do I upload a photo to an itinerary?
David Chait avatar
Written by David Chait. Updated over a week ago

How do I embed a video to my itinerary or proposal?

Embedding a video to your trip, itinerary, or proposal/quote.
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?
David Chait avatar
Written by David Chait. Updated over a week ago

How do I add a day to a trip?

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

What is Event Visibility?

David Chait avatar
Written by David Chait. 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

How do I create an itinerary?

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

How to Paste an Image You've Copied

How do I copy and paste a photo into Travefy?
David Chait avatar
Written by David Chait. 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

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

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 happened to the blue navigation bar in the Itinerary Builder?

David Chait avatar
Written by David Chait. Updated over a week ago

How do I turn a Proposal into an Itinerary or Vice Versa?

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

How To Turn Automatic Flight Updates On/Off

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

How to Add a New Day at the Beginning of an Itinerary

Adding a new day to the itinerary at the top.
Stephanie Gries avatar
Written by Stephanie Gries. 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 Find Images from our Database

How do I use the Search tool to add a photo(s) in Travefy?
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 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 to import Bookings into Travefy

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

How to Forward Booking Confirmation Emails

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

Confirmation Email Import Suppliers

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

How do I 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

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!
David Chait avatar
Written by David Chait. Updated over a week ago

How to add flights from my GDS?

Quick add flight record information from your GDS.
David Chait avatar
Written by David Chait. 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?
David Chait avatar
Written by David Chait. 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

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

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