Client Experience & Sharing
30 articles
- Sharing Library Content With Other Users
- Did my client receive the itinerary, proposal, or form I sent them?
- How am I notified when a client messages me?
- Why are my Travelers not receiving their Trip Invitations?
- How To Share a Trip on Social Media
- How to Embed an Itinerary on WordPress.com
- Why Can't My Clients See the Shareable Itinerary?
- Can I send an itinerary to multiple emails at a time?
- What do the email invite tracking statuses mean?
- How to Embed an Itinerary to Your Website
- How do I create a PDF of an itinerary for my client?
- How is my client notified when I send a message?
- Can I see if my clients have opened the itinerary or downloaded Trip Plans app?
- Can I export my itinerary to Microsoft Word?
- Sending an Itinerary to an Agent so They Can Create Their Own Copy (save a copy feature)
- How Many Emails Can Be Sent At Once When Sharing an Itinerary or Proposal?
- How does my client view the itinerary?
- How to Save a "Copy" of a Itinerary/Proposal Sent to You From Another Travefy User
- Can I see if my clients have opened their email?
- Can I give my clients access to the PDF and Mobile app online?
- Why am I Getting an "Error" Message When Exporting a PDF with Attachments?
- Can I Limit Access to Clients Trying to View the Itinerary? (Hidden vs Visible)
- Why aren't my clients receiving emails?
- Can I resend an email invite?
- How To Bulk Import Multiple Contact Names & Emails On A Trip
- How to Send an Itinerary or Proposal
- Transferring Trips From One Account to Another
- How to Send the Web Itinerary To Your Client From Travefy
- Disabling the Chat Feature
- Sending a Library Item For Others To Copy (save a copy feature)