Creating Itineraries & Proposals

David Chait avatar Scott Rutz avatar Stephanie Gries avatar +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.
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 to Set Up an Itinerary for a Group of Travelers

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

Does Travefy work for cruise itineraries?

Stephanie Gries avatar
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?
Haley Hofer avatar
Written by Haley Hofer
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

How do I review all the clients I have added to an itinerary for a group trip?

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

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

Where does City Guide content come from?

Haley Hofer avatar
Written by Haley Hofer
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

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

What does the "Expanded" PDF look like?

Choosing between a condensed and expanded PDF.
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?

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 can I Preview an itinerary for a large group trip?

Can I preview the itinerary for a large group before sending it out?
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

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

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.
Haley Hofer avatar
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?
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?
Haley Hofer avatar
Written by Haley Hofer
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

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

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

Can I rearrange Events in a day?

How To Rearrange Events
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

How to Rearrange Events in Info & Docs.

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

Where did the booking confirmation forwarding email go?

Where to find the booking confirmation forwarding email.
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

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 adjust the size of 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?

Haley Hofer avatar
Written by Haley Hofer
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 this week

How to archive an itinerary.

What does archive mean?
Stephanie Gries avatar
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
Haley Hofer avatar
Written by Haley Hofer
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 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

How do I manually add a place to my itinerary?

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

How to turn on automatic flight updates

Turning on automatic flight updates in your account
Stephanie Gries avatar
Written by Stephanie Gries
Updated this week

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

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 this week

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 Quick-Add Flights and Cruise Itineraries?

Stephanie Gries avatar
Written by Stephanie Gries
Updated this week

How do I adjust the End Date on an Itinerary?

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

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?
Haley Hofer avatar
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.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is the ...More button?

Haley Hofer avatar
Written by Haley Hofer
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 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 add times to my itinerary?

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

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?

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

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

Haley Hofer avatar
Written by Haley Hofer
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

How to Handle Date Lines in an Itinerary or Proposal

Date lines in an itinerary or proposal.
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

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

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 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

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.
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?
Haley Hofer avatar
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.
Scott Rutz avatar
Written by Scott Rutz
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 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?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What is Event Visibility?

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

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?
Haley Hofer avatar
Written by Haley Hofer
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?

Haley Hofer avatar
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.
Stephanie Gries avatar
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
Stephanie Gries avatar
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.
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?
Haley Hofer avatar
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
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.
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 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 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!
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 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

How to add flights from my GDS?

Quick add flight record information from your GDS.
Haley Hofer avatar
Written by Haley Hofer
Updated this week

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

How do I add tour information?

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

Can I build travel itineraries for cruises and FITs?

Stephanie Gries avatar
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.
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