Creating Itineraries & Proposals

How to Import a Vacation Express Booking

Importing a booking from Vacation Express to an itinerary

Written by Jonathan Johnson
Updated over a week ago

Exporting an Avanti Destinations Itinerary to Travefy

How to send an Avanti Destinations booking from Agent Portal to a Travefy Itinerary

Written by Matt Bishop
Updated over a week ago

The Edit Button

What all can I do with the edit button?

Written by Matt Bishop
Updated over a week ago

Duplicating an Event in the Itinerary Builder

How to duplicate an event

Written by Matt Bishop
Updated over a week ago

Adding a form to an itinerary or proposal.

Written by Matt Bishop
Updated over a week ago

How to move an event to another day

Written by Matt Bishop
Updated over a week ago

What Are The Differences Between An Itinerary And A Proposal?

Written by Matt Bishop
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.

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.

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 David Chait
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 David Chait
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 David Chait
Updated over a week ago

City Guide Information

What does City Guides mean in Travefy?

Written by David Chait
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 David Chait
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

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 to a location attachment?

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

What information is included in City Guides?

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?

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.

Written by Stephanie Gries
Updated over a week ago

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

Written by David Chait
Updated over a week ago

Can I delete an itinerary?

How to delete an itinerary.

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?

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 David Chait
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 or tour 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 David Chait
Updated over a week ago

How to Rearrange Events in Info & Docs.

Written by David Chait
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 to find the email forward confirmation email

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 make adjustments to 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 David Chait
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 David Chait
Updated over a week ago

How to add information to your itinerary.

Guide to adding information to an itinerary.

Written by David Chait
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 David Chait
Updated over a week ago

Guide to optimal image sizes in the Travefy Trip Builder

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.

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 David Chait
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 David Chait
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?

Changing the Title 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 David Chait
Updated over a week ago

How do I add a link to my itinerary?

Written by Stephanie Gries
Updated over a week ago

How to Handle The International Date Line in an Itinerary or Proposal

The International Date Line 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

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 "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 David Chait
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 David Chait
Updated over a week ago

What is Event Visibility?

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?

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 David Chait
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 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.

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 an 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 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

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 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.

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.

Written by David Chait
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 David Chait
Updated over a week ago

How to Add City Guides to an Itinerary

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 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?

Written by David Chait
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