*Available for pre-sale now*

This training covers the absolute essentials for maximizing the basic features in Travel Joy. The goal of this workshop is so you understand how the various functionalities come together to create a powerhouse of a workflow manager.

Topics covered are:

If you've been lost, confused and overwhelmed trying to pull everything together, this is the training for you to pull all the loose ends together.

If you already use Travel Joy and are utilizing all of its features, this training is NOT for you.

Please note: 

1. This is NOT a comprehensive training of the Group Booking Page feature. We created a separate training on that specifically which you find here on our website. 

2. We are also not providing templates in this training. Please join us on our next 'group study hall' where we will work together to create workflows and discuss them together.

Have questions? Prefer a 1-on-1 consult video call? Email us at: Nick@TravelAgentMentor.com

All sales are final and non-refundable once purchased.

Take advantage of these resources created for you so you can save time and work more efficiently.

Collect your client's passports from the client profile update form OR by sending them a separate form entirely. The image will load directly into the client's profile card.

You can also add the 'client loyalty' block from the form builder to a NEW form OR add it to the 'client profile update form'.

Whichever way work best for you. 

This saves SO much time!

There's a special trick you need to know about if you want to email ALL CLIENTS that are traveling on the same group trip.

You need to manually check this box under 'EDIT TRAVELERS' within each trip:

If this is NOT selected in each trip,  an email sent from the GROUP level will only be sent to the PRIMARY traveler within each trip.

I'm copying the TJ Help Library steps for this so you don't forget this important step:

Article 1: https://help.traveljoy.com/hc/en-us/articles/360039644632-Automatically-copy-all-travelers-on-a-trip-when-sending-trip-messages 

TJ has 2 places for trip confirmations to be stored:

Don't forget to record and upload client's flight bookings! Even if you didn't book it, it's helpful to have everything in 1 place.

Examples of forms to create:

Invoices can be made several ways:

Nick finds it easier to make 1 invoice per supplier so you can select the appropriate T&C from the drop down menu to link the invoice to a supplier T&C template you already have saved.

Just remember, invoices can only be 'signed' once. So if you add to the invoice later, best practice is to 'duplicate' the invoice, made the modifications to the invoice, and have the client sign the new invoice for a fresh signature.

Before you recreate anything, always try to duplicate it first, then edit or modify it.

You just booked and deposited your client's trip... What's the next thing you would do in Travel Joy?