Creating Itineraries & Proposals
122 articles

+2Written 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.Written by Kendra Rader. Updated over a week ago
What Are The Differences Between An Itinerary And A Proposal?

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
Written by Stephanie Gries. 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
How to Create a Proposal in Travefy
Get started creating proposals and quotes with Travefy.
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
Written by Matt Bishop. Updated over a week ago
Customizing Proposals And Removing Dates
How to create a Proposal or quote in Travefy.
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
Written by Stephanie Gries. Updated over a week ago
How to move an event to another day

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.
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.
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
How to Set Up an Itinerary for a Group of Travelers

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?
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
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
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
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
How to Update my Trip Settings
Where can I update trip details?
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
How to 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
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 Information & Documents

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
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
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
Adding Large Groups to an Itinerary
Add Client To A Trip
Written by David Chait. Updated over a week ago
Adding Information to an 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
Adding a Place to an Event
How to add a Place to an Itinerary
Written by Stephanie Gries. Updated over a week ago
How to add/change a Photo in a Place
Adding an image to a Place
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
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 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
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 do I add times to my itinerary?

Written by Stephanie Gries. Updated over a week ago
How do I change the dates of a trip?

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 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
Enabling the International Date Line Feature for Repeated Days(if needed)
Enabling ITD for Itineraries
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.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
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
How do I add a day to a trip?

Written by Stephanie Gries. 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 Automatic Flight Updates On/Off
Turning automatic flight updates off/on
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
Confirmation Email Import Suppliers
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 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 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