TravelJoy Tips to Organize and Optimize Your Travel Business

As a travel advisor, it can be difficult to manage the different pieces of a trip, from hotels, tours, transport, invoicing, supplier management, and client messages. Multiply this for 50 trips, and it can become overwhelming!

TravelJoy is a tool created to help travel advisors stay on top of every last detail and make the process of planning a trip easier. Its features assist you in creating proposals, centralizing client communications, organizing files, generating invoices, storing client information, and tracking to-dos. TravelJoy contains all the tools you need to successfully plan trips, all in one place.

When used correctly, TravelJoy can make your workflow more simple and efficient. Here are some tips to maximize your TravelJoy usage.

Organize Your Dashboard

When you log into TravelJoy, the first thing you see is your dashboard: a list of all your active trips. It shows trip details such as trip name, client name, trip dates, when the trip was last updated, stage that the trip is in, and who you are waiting on in order to complete the next step of trip planning.

Upon first glance, it can look chaotic if not properly organized. Systematically view your trips by sorting by the criteria listed above. To filter by “trip stage” or “waiting on”, select the corresponding tile near the top od the dashboard. To organize listings by trip name, client name, trip dates, or date updated, select the arrows to sort results alphabetically (for names) or most recent (for dates).

Customize your dashboard in a way that helps you identify what needs to be done and prioritize what to do next.

Use the Client Messaging Function

Declutter your inbox by using the client messaging function! When you open a trip in TravelJoy, you will be taken to the “Messages” page. Here you can send clients emails about anything related to their trip. The messages page eliminates the need for you to scour your inbox to find a piece of communication. It also helps your team members quickly catch up on what you and the client have discussed.

Create Custom Forms

You can create forms in TravelJoy to collect client information, such as passport info or travel preferences. These forms are simple to create and send to clients, and when a client fills out the form, their responses are automatically uploaded to their client profile. You can then reference the client profile when you need information, which comes in handy during the booking process. You can add your branding to TravelJoy forms, which adds a nice touch of professionalism.

To create a form template, navigate to the left hand menu and select templates, then forms.

Then, either edit a default form template or create a new one.

To send a form to a client, open a trip and select the blue “create” button and select form. You will then be prompted to select the form you just created and send it to your client. It’s as easy as that!

Utilize task lists

If you love to-do lists, this tip is for you! In TravelJoy you can add tasks to a trip to remind you and your team of what still needs to be done. If you open up a trip and navigate to the tasks tab, you can see all the tasks that have been added. From there you can check off completed tasks or add new ones. You can add single tasks or import a task list from a template. You can even add due dates for tasks.

Task list templates are good for tracking your workflow, especially if you follow a pattern when planning trips. Create a task list template that reflects the steps you take when planning a trip, then add it to each new trip you create. This ensures no small detail is forgotten!

Conclusion: Using Traveljoy to Optimize Travel Business

TravelJoy is an easy-to-use software that can help take the heavy lifting out of trip planning and keep your travel business running smoothly. Utilize more TravelJoy functions to simplify workflow and save time! 

Want to optimize your TravelJoy even further? Contact Luminis Business Solutions to partner with a TravelJoy expert that can help take your travel business to the next level.