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Creating Itineraries & Proposals
Creating Itineraries & Proposals
+2
119 articles in this collection
Written by
David Chait,
Scott Rutz,
Stephanie Gries
and 2 others
Can I link an email address in the notes field of an event?
Adding an email address in the notes field.
Written by
Stephanie Gries
Updated over a week ago
I already have a host agency, do I have to book through Travefy?
Written by
Stephanie Gries
Updated over a week ago
Cruise Import Updates (May 2020)
Learn more about Travefy's Cruise Import updates.
Written by
Kendra Rader
Updated over a week ago
How to Set Up an Itinerary for a Group of Travelers
Written by
Haley Hofer
Updated over a week ago
Does Travefy work for cruise itineraries?
Written by
Stephanie Gries
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?
Written by
Haley Hofer
Updated over a week ago
Unable to Download PDF on Edge Web Browser
Edge browser not downloading PDF itinerary.
Written by
Stephanie Gries
Updated over a week ago
How do I remove the Trip Overview Map?
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.
Written by
Stephanie Gries
Updated over a week ago
How do I review all the clients I have added to an itinerary for a group trip?
Written by
Haley Hofer
Updated over a week ago
City Guide Information
What does City Guides mean in Travefy?
Written by
Haley Hofer
Updated over a week ago
What does the "Processing Forwarded Email Confirmations" alert mean?
Why does my Travefy say "Processing Forwarded Email Confirmations?"
Written by
Stephanie Gries
Updated over a week ago
Where does City Guide content come from?
Written by
Haley Hofer
Updated over a week ago
What are the different options when downloading my PDF?
Written by
Stephanie Gries
Updated over a week ago
Why am I missing days in the PDF?
Written by
Stephanie Gries
Updated over a week ago
What does the PDF itinerary look like?
Written by
Stephanie Gries
Updated over a week ago
Did the main navigation bar change?
Learn more about the recent upgrades to the Travefy main navigation bar.
Written by
David Chait
Updated over a week ago
What does the "Expanded" PDF look like?
Choosing between a condensed and expanded PDF.
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?
Written by
Stephanie Gries
Updated over a week ago
How can I add my own address?
Adding an address or longitude, latitude.
Written by
Stephanie Gries
Updated over a week ago
How do I add locations to the map?
Written by
Stephanie Gries
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?
Written by
Haley Hofer
Updated over a week ago
What information is included in City Guides?
Written by
Haley Hofer
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.
Written by
Stephanie Gries
Updated over a week ago
What destinations are covered with Travefy's City Guides Library?
Written by
Haley Hofer
Updated over a week ago
Can I delete an itinerary?
How to delete an itinerary.
Written by
Haley Hofer
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?
Written by
Stephanie Gries
Updated over a week ago
I can't find the flight I am searching for
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".
Written by
Stephanie Gries
Updated over a week ago
How can I edit my text?
How can I edit text added to Travefy?
Written by
Haley Hofer
Updated over a week ago
What is the best size for the itinerary cover photo?
Written by
Stephanie Gries
Updated over a week ago
Power Tools on Travefy (Shortcuts)
Written by
Stephanie Gries
Updated over a week ago
What if I can't find my currency listed?
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
Written by
Stephanie Gries
Updated over a week ago
Can I rearrange Events in a day?
How To Rearrange Events
Written by
Haley Hofer
Updated over a week ago
How to Rearrange Events in Info & Docs.
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.
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.
Written by
Stephanie Gries
Updated over a week ago
How to Add Images to Cruise Ports
Missing images? Here's how to add them.
Written by
Stephanie Gries
Updated over a week ago
What if I can't find the address or place I'm searching for?
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.
Written by
Stephanie Gries
Updated over a week ago
How do I manually add a flight, hotel, transportation, or other booking reservation?
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.
Written by
Stephanie Gries
Updated over a week ago
How do I change the information that is attached to a hotel or place?
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.
Written by
Kendra Rader
Updated over a week ago
How are my trips organized?
Written by
Stephanie Gries
Updated over a week ago
How do I adjust the size of the cover image on my itinerary?
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?
Written by
Stephanie Gries
Updated over a week ago
What is the People section?
Written by
Haley Hofer
Updated over a week ago
How do I add customer booking confirmations to my itinerary?
Written by
Stephanie Gries
Updated over a week ago
How do I Quick-Add Flights?
Written by
Stephanie Gries
Updated over a week ago
How to archive an itinerary.
What does archive mean?
Written by
Stephanie Gries
Updated over a week ago
How To Add People To An Itinerary For A Large Group Trip
Add Client To A Trip
Written by
Haley Hofer
Updated over a week ago
How to add information to your itinerary.
Guide to adding information to an itinerary.
Written by
Haley Hofer
Updated over a week ago
Can I reuse itineraries for future trips/clients?
Can I copy an itinerary?
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?
Written by
Stephanie Gries
Updated over a week ago
How do I manually add a place to my itinerary?
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.
Written by
Stephanie Gries
Updated over a week ago
How to turn on automatic flight updates
Turning on automatic flight updates in your account
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
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.
Written by
Stephanie Gries
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.
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.
Written by
Stephanie Gries
Updated over a week ago
How do I Quick-Add Flights and Cruise Itineraries?
Written by
Stephanie Gries
Updated over a week ago
How do I adjust the End Date on an Itinerary?
Written by
Haley Hofer
Updated over a week ago
Guide to optimal image sizes in the Travefy Trip Builder
Written by
Haley Hofer
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.
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?
Written by
Haley Hofer
Updated over a week ago
How do I start an itinerary?
Starting a new trip itinerary by adding trip details and cover photo.
Written by
Stephanie Gries
Updated over a week ago
What is the ...More button?
Written by
Haley Hofer
Updated over a week ago
Can I Attach A File Or PDF To My Itinerary?
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.
Written by
Stephanie Gries
Updated over a week ago
How do I add times to my itinerary?
Written by
Stephanie Gries
Updated over a week ago
How do I add a day or change the trip dates?
Written by
Stephanie Gries
Updated over a week ago
How do I delete a day?
Written by
Stephanie Gries
Updated over a week ago
Can I edit the name of a day?
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.
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?
Written by
David Chait
Updated over a week ago
How To Add Travel Insurance To Your Itinerary
Written by
Haley Hofer
Updated over a week ago
How do I add a link in my itinerary?
Written by
Stephanie Gries
Updated over a week ago
How to Handle Date Lines in an Itinerary or Proposal
Date lines in an itinerary or proposal.
Written by
Stephanie Gries
Updated over a week ago
Can I rename a day?
Written by
Stephanie Gries
Updated over a week ago
Is Travefy Professional good for price quotes, pre-booking, or post-booking?
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.
Written by
Scott Rutz
Updated over a week ago
How to Add a "Check In" & "Check Out" Lodging Events
How to manually add Check-In and Check-Out lodging events to your itineraries and proposals.
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?
Written by
Haley Hofer
Updated over a week ago
What is an "Itinerary View"?
Learn more about the definition of "Itinerary Views" and how they are calculated.
Written by
Scott Rutz
Updated over a week ago
How do I add Cruise Information?
Written by
Stephanie Gries
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.
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?
Written by
Haley Hofer
Updated over a week ago
What is Event Visibility?
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?
Written by
Stephanie Gries
Updated over a week ago
How do I create an itinerary?
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?
Written by
Haley Hofer
Updated over a week ago
How do I add a price and description to a trip?
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.
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.
Written by
Stephanie Gries
Updated over a week ago
What happened to the blue navigation bar in the Itinerary Builder?
Written by
Haley Hofer
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.
Written by
Stephanie Gries
Updated over a week ago
How To Turn On/Off Automatic Flight Updates
Turning off and/or on automatic flight updates
Written by
Stephanie Gries
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.
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.
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?
Written by
Haley Hofer
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
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.
Written by
Stephanie Gries
Updated over a week ago
How to import Bookings into Travefy.
How to import Bookings from your supplier in Travefy.
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.
Written by
Haley Hofer
Updated over a week ago
How to import booking confirmation emails.
Guide to importing hotel, flight or car rental booking confirmations.
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
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.
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!
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.
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.
Written by
Stephanie Gries
Updated over a week ago
How to add flights from my GDS?
Quick add flight record information from your GDS.
Written by
Haley Hofer
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?
Written by
Haley Hofer
Updated over a week ago
How do I add tour information?
Quickly adding tours to an itinerary
Written by
Stephanie Gries
Updated over a week ago
Can I build travel itineraries for cruises and FITs?
Written by
Stephanie Gries
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.
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.
Written by
Stephanie Gries
Updated over a week ago