Travel Joy Bootcamp 101
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00 - Intro and objectives

Training is open!
00_Introduction and Expectations.mp4
00_Topics, Goals and What Travel Joy Does WELL.mp4
00_What TJ is NOT designed for.mp4
Downloadable Resources: Checklists and more

Checklist for understanding and basic forms_emails you should create.pdf
Client Intake Forms: Collect your client's info and create client profiles AUTOMATICALLY

Create client intake forms and embed them online.mp4
Group Intake Form_Create and share URL to a group intake form_Easiest way to manage flexible groups.mp4
Collect Passport Images, Vaccination Cards and Frequent Flier Miles & Loyalty Numbers

Collect Passport Images and Vaccination Cards.mp4
Collect Frequent Flier Miles and Loyalty Numbers.mp4
Email clients within an individual trip OR email entire GROUP

Email clients within a trip OR entire group.mp4
Email Suppliers and DMCs from within a trip

Email suppliers from within a trip.mp4
Upload trip confirmations to FILES and CONFIRMATION NUMBER sections

Upload booking confirmations to FILES section of trip.mp4
Forms and waivers: Examples and HOW to create them

Forms and waivers_Examples and HOW to create them.mp4
Copy and paste images and screenshots into EMAILS and INVOICES

Copy and paste images and screenshots into EMAILS and INVOICES.mp4
Invoices: Linking To Supplier Terms & Conditions & Setting Up AUTOMATIC Payment Schedules/Reminders

Easily create invoices and link to supplier terms and conditions template.mp4
Creating payment schedules for invoices.mp4
Invoice Template_AmaWaterways River Cruise.mp4
Duplicate any email, invoice, form, terms and conditions or task lists

Duplicate any email, invoice, forms, terms and conditions and task lists.mp4
Groups, Groups, Groups

Easily Manage Groups.mp4
Trip Tasks, Basic Automation and Workflows (Task Lists)

Trip Tasks, Basic Automation and Workflows-Task Lists.mp4
MISC_Your Booked Your Client. Now what?

Misc_What to do after booking and depositing a trip.mp4
MISC_Cool and Helpful Features You Should Be Using

Cool Features To Use.mp4
Recorded Q&A Video Calls

Live Call_3-16-2023_Template questions.mp4
Live Call_Q&A Session_11-16-2023.mp4
Travel Joy Templates: Welcome Emails

[UPLOAD] Welcome Email_Generic [TEMPLATE].pdf
[UPLOAD] Welcome Email_Destination Wedding [TEMPLATE].pdf
[UPLOAD] Welcome Email_Flex Group Details [TEMPLATE] (1).pdf
Travel Joy Templates: Alaska Cruise (DUI / DWI Risk - Canada)

[UPLOAD] Email_DUI-DWI Risk_Alaska Cruise_Resources [TEMPLATE].pdf
Travel Joy Email Templates: Qualify your clients via email by sending questions

[UPLOAD] Email_Qualify-Alaska Cruise.pdf
[UPLOAD] Email_Qualify-Hawaii land trip.pdf
[UPLOAD] Email_Qualify-All Inclusive AI Trip.pdf
Travel Joy Templates: Quotes via email

[UPLOAD] Email_QUOTE_AI AO Resorts_Hyatt Zilara CUN vs Valentin Imperial .pdf
[UPLOAD] Email_QUOTE_Hawaii - Oahu - land trip.pdf
[UPLOAD] Email_QUOTE_Alaska Cruise - Holland vs Princess vs Celebrity w_ cancellation notes.pdf
Travel Joy Templates: Destination Entry Requirements/Forms

[UPLOAD] Email_JAMAICA_Entry Requirements - C5 immigration form and passport reminder.pdf

MISC_Cool and Helpful Features You Should Be Using

Duplicating invoices
Generate URL link to invoices and forms (to share with clients)
Supplier invoices (credit card authorizations) COLLECT security code from payment method
Easily duplicate ANYTHING: emails, forms, invoices, terms and conditions, task lists (workflows)
Emails can be CUSTOMIZED before they are sent; Use this to make the email catered to your client
Collect legal signatures from clients via forms and invoices
Cover your butt legally with INVOICES that have the legal and essential trip info that clients are responsible for (and outlines what out of pocket expenses they may be responsible for)
Embed client INTAKE FORMS on your website, Link in Bio or social media profiles. Intake forms COPY the client profile info from the form into their TravelJoy client profile. No more manually copy and pasting!

1 Lesson