Sharing & Sending

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29 articles in this collection
Written by Stephanie Gries, Haley Hofer, and Kendra Rader

How To Share a Trip on Social Media

Sharing trips on social media.
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Written by Haley Hofer
Updated over a week ago

How To Send & Share Forms

Learn how to share and send your custom-made forms with your clients all from your Travefy account.
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Written by Kendra Rader
Updated over a week ago

What is Smart Fields?

Learn more about Smart Fields in the Form feature.
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Written by Kendra Rader
Updated over a week ago

Why Can't My Clients See the Shareable Itinerary?

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Written by Stephanie Gries
Updated over a week ago

What is Forms?

Learn how to use the new Forms feature in your Travefy Account.
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Written by Kendra Rader
Updated over a week ago

Can I send an itinerary to multiple emails at a time?

How do I send out multiple emails at once?
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Written by Haley Hofer
Updated over a week ago

What do the email invite tracking statuses mean?

Learn the meaning of the symbols or icons that display the status of the email invite that you send to clients.
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Written by Stephanie Gries
Updated over a week ago

How do I create a PDF of an itinerary for my client?

Can I print a PDF for my client?
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Written by Haley Hofer
Updated over a week ago

How is my client notified when I send a message?

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Written by Stephanie Gries
Updated over a week ago

Can I see if my clients have opened the itinerary or downloaded Trip Plans app?

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Written by Stephanie Gries
Updated over a week ago

Can I export my itinerary to Microsoft Word?

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Written by Stephanie Gries
Updated over a week ago

Allowing Another Travefy User to Create a Copy of Your Trip to Their Own Account

Sharing a trip with another Travefy user so that they can copy that itinerary or proposal to their account.
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Written by Stephanie Gries
Updated over a week ago

How do I share and send the itinerary to my client(s)?

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Written by Haley Hofer
Updated over a week ago

How Many Emails Can Be Sent At Once When Sharing an Itinerary or Proposal?

The number of traveler emails that can be sent at once.
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Written by Stephanie Gries
Updated over a week ago

How does my client access the itinerary?

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Written by Haley Hofer
Updated over a week ago

How to Save a "Copy" of a Trip Sent to You From Another Travefy User

Saving a copy of a trip that you were invited to join as a collaborator.
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Written by Stephanie Gries
Updated over a week ago

Can I see if my clients have opened their email?

How can I see if my clients have received the email?
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Written by Haley Hofer
Updated over a week ago

Can I give my clients access to the PDF and Mobile app online?

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Written by Haley Hofer
Updated over a week ago

Why am I Getting an "Error" Message When Exporting a PDF with Attachments?

Error when exporting PDF with attachments.
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Written by Stephanie Gries
Updated over a week ago

Will my clients be notified if a flight changes?

Flight updates notifications for the clients.
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Written by Stephanie Gries
Updated over a week ago

Where did Trip Settings go for sharing the itinerary with clients?

February 2019 Changes to Trip Settings
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Written by Stephanie Gries
Updated over a week ago

Can I Limit Access to View the Itinerary While Editing or Once the Trip is Complete?

Trip visibility and limiting access for clients to view itinerary or proposal that was shared with them.
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Written by Stephanie Gries
Updated over a week ago

Why aren't my clients receiving emails?

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Written by Stephanie Gries
Updated over a week ago

How can I quickly copy the shareable link of an itinerary?

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Written by Haley Hofer
Updated over a week ago

How to Send the Web Itinerary To Your Client From Travefy

Sending the itinerary from Travefy to your client.
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Written by Stephanie Gries
Updated over a week ago

Can I resend an email?

How To Resend An Email
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Written by Haley Hofer
Updated over a week ago

What do my clients see when I send them an email to view their trip?

What does the email look like when I send it to my clients?
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Written by Haley Hofer
Updated over a week ago

How To Bulk Import Multiple Contact Names & Emails On A Trip

Bulk Import Contact Name & Email From Spreadsheet
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Written by Haley Hofer
Updated over a week ago

How do I message my clients?

Using the Trip Plans and Travefy Pro app to message/discussion with clients and travelers.
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Written by Stephanie Gries
Updated over a week ago