Advice and answers from the Travefy Team

Travefy Professional

FAQs for all Travefy Professional users (Starter, Plus, and Premium

112 articles in this collection
Written by Stephanie Gries
Getting Started

What is Travefy Professional?

Written by Stephanie Gries
Updated over a week ago

How do I enter a promo code?

Written by Stephanie Gries
Updated over a week ago

Will Travefy Contact my Clients or Use my Client's Information?

Written by Stephanie Gries
Updated over a week ago

How do I add my logo and contact information?

Written by Stephanie Gries
Updated over a week ago

How do I start my itinerary?

Starting a new trip itinerary by adding trip details and cover photo.
Written by Stephanie Gries
Updated over a week ago

Are other languages available for Travefy?

Can Travefy be in another language other than English?
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 do I create a Quote?

Written by Stephanie Gries
Updated over a week ago

How do I create an itinerary?

Written by Stephanie Gries
Updated over a week ago

Can Travefy be in RTL format?

RTL formatting and Hebrew language.
Written by Stephanie Gries
Updated over a week ago

How secure is my information on How secure is my information on Travefy?

What is the security like on Travefy and the information that I upload?
Written by Stephanie Gries
Updated over a week ago

Can customers pay me through Travefy?

Written by Stephanie Gries
Updated over a week ago

How to get started on Travefy Professional (Setting up your account)

Written by Stephanie Gries
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

Is Travefy Professional good for price quotes, pre-booking, or post-booking?

Written by Stephanie Gries
Updated over a week ago

How is Travefy Professional different than regular Travefy?

Written by Stephanie Gries
Updated over a week ago
Trip and Content Management

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 do I save entire events?

Written by Stephanie Gries
Updated over a week ago

How do I delete content from my Content or Event Library?

Written by Stephanie Gries
Updated over a week ago

How do I save a file to my Content Library?

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

Can I save events to my library from my itinerary?

Written by Stephanie Gries
Updated over a week ago

How do I add something to my content library from 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

Can I archive or delete a itinerary?

Written by Stephanie Gries
Updated over a week ago

What is the difference between the "Content" and "Event" Library?

Written by Stephanie Gries
Updated over a week ago

Can I reuse itineraries for future trips/clients?

Written by Stephanie Gries
Updated over a week ago

6 Ways to Save Time with Your Content & Event Library

Written by Stephanie Gries
Updated over a week ago

How are my trips organized?

Written by Stephanie Gries
Updated over a week ago

How do I copy a trip?

Written by Stephanie Gries
Updated over a week ago
Itinerary Builder

How do I add an event to my itinerary?

Adding events to your itinerary: Flights, Hotel, Activities, ClientBase Live Connect.
Written by Stephanie Gries
Updated over a week ago

Problems with email importing? Here are some tips to try.

If you have an issue email importing a booking confirmation, try these tips instead.
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

Can I display different brands or profiles on my itineraries?

Displaying different brands and profiles on my itineraries.
Written by Stephanie Gries
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 remove the map?

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 can I add my own address?

Adding an address or longitude, latitude.
Written by Stephanie Gries
Updated over a week ago

Can I edit the name of a day?

Written by Stephanie Gries
Updated over a week ago

How do I delete an event or content?

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 do I add a day or change the trip dates?

Written by Stephanie Gries
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 delete a day?

Written by Stephanie Gries
Updated over a week ago

What does the "Processing Forwarded Email Confirmations" alert mean?

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 is the best size for the itinerary cover photo?

Written by Stephanie Gries
Updated over a week ago

Does Travefy work for cruise itineraries?

Written by Stephanie Gries
Updated over a week ago

I already have a host agency, do I have to book through Travefy?

Written by Stephanie Gries
Updated over a week ago

How do I add a link in my itinerary?

Written by Stephanie Gries
Updated over a week ago

Can I create a database/library of my own content?

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 rename a day?

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 manually add a place to my itinerary?

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

Can I add an additional logo to an itinerary?

Written by Stephanie Gries
Updated over a week ago

How to Add a Place from Travefy's Database

Written by Stephanie Gries
Updated over a week ago

How do I Quick-Add Flights?

Written by Stephanie Gries
Updated over a week ago

Can I Add Existing Travel Plans Or Reservations To My Travefy Itinerary?

Written by Stephanie Gries
Updated over a week ago

How do I add Cruise Information?

Written by Stephanie Gries
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 adjust the size of the cover image on my 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 do I Quick-Add Flights and Cruise Itineraries?

Written by Stephanie Gries
Updated over a week ago

Power Tools on Travefy (Shortcuts)

Written by Stephanie Gries
Updated over a week ago
Itinerary Sharing

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

Written by Stephanie Gries
Updated over a week ago

How does the Trip Plans Mobile App Work?

How the Trip Plans mobile app work for my clients.
Written by Stephanie Gries
Updated over a week ago

How do I print the itinerary?

How do I print my client's itinerary or create a PDF?
Written by Stephanie Gries
Updated over a week ago

Can I export my itinerary to Microsoft Word?

Written by Stephanie Gries
Updated over a week ago

Why are there images missing on the mobile app?

missing images
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 are the different options when downloading my PDF?

Written by Stephanie Gries
Updated over a week ago

Can I embed my itinerary online?

How to embed your itinerary on your website.
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

Why am I missing days in the PDF?

Written by Stephanie Gries
Updated over a week ago

How do I share the itinerary with clients on the trip plans app?

Written by Stephanie Gries
Updated over a week ago

What does the "Expanded" PDF look like?

Choosing between a condensed and expanded PDF.
Written by Stephanie Gries
Updated over a week ago

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

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 do I share my travel itinerary?

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?

Written by Stephanie Gries
Updated over a week ago

Will my clients be notified if a flight changes?

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

Why aren't my clients receiving emails?

Written by Stephanie Gries
Updated over a week ago