To help you get started with Travefy, we have created a range of Knowledge Base posts for you to refer back to when needed. These range from posts about Setup, to posts about our Mobile App. Below you will find links to each post:

• Travefy Setup – Find out about the basic setup required for Travefy
• Content Rules for Travefy – This is an additional Setup feature, which links your Publishing Content to Travefy

Become Familiar with Travefy

• Travefy Homepage – Take a tour through the Travefy homepage, and all its options
• Travefy Itinerary Page – Checkout this overview page for the Travefy Itinerary page

Using Travefy

• Pushing an itinerary to Travefy – This post takes you through the quick and easy process of transferring your Tourwriter itinerary to our online platform
• Update Your Travefy Trip Details – At the top of the Itinerary page you will find a little pencil icon, this will open the “Update Your Trip Details” options. Find out what is available in this area
• Travefy Day Edit – Explore what you can do within each itinerary day, such as viewing the day in a map!
• Travefy Import Booking Confirmations – Received a booking confirmation? Simply email it to your specified itinerary email address and the booking will be added to your itinerary
• Editing Bookings in Travefy – To find out how to make quick itinerary edits in Travefy check out this post

Travefy Interactions

• Travefy Itinerary Sharing Options – This post shows how to share your itinerary with collaborators, as a PDF, as an interactive online itinerary, or even to a calendar
• Travefy Discussion – This awesome feature allows you to send instant messages to your client via the Mobile app
• Travefy Ideas + Polls – Find out how to share ideas and take polls with your collaborators
• Travefy Collaboration – Learn more about the add-on Collaboration feature
• Travefy Client – See how your clients will interact with Travefy
• Travefy Mobile App – Check out the Mobile App that is available for your clients to download and use while planning and travelling

The post Travefy Introduction appeared first on Tourwriter Knowledge Base.

• The meaning of the Icons found by the Trip heading
• The Update Your Trip Details window, such as; pricing, collaboration, sharing, logo, descriptions and trip status
• How to change the itinerary cover image

By the Trip heading you will see three symbols.

A Coloured Eye – When it is Green , it shows that the trip is published. Whoever the Trip has been shared with can view the itinerary. When it is Red , it shows that the trip is unpublished. Only Agents and Collaborators can view the itinerary.

People Images – One person silhouette indicates the Trip is Itinerary-Only and no Collaborators can be invited. Multiple person silhouette means that the Trip is Collaborative, and you have the option of inviting Collaborators. Collaborators can view Published or Unpublished itineraries

Pencil – Click the pencil to open the Update Your Trip Details Box:

This box contains the following options:

• Trip Name – Edit your trip name (Tourwriter Display Name).
• Trip Start Date – Change your trip start date. Note: All dates down left panel in Travefy will change automatically.
• Trip Logo – Add an additional logo to display in your Itinerary.
• Price – Add/Edit the Price. Decide to display Per Person or Total. If you do not want to display the price, simply leave the field blank and it will not show on the published Itinerary. Please Note: you can use any currency symbol in this field.
• Description – Add an introduction description for your Itinerary. This description is shown in the published itinerary, above the map:
• Status – Choose for this Itinerary to be Published or Unpublished. Itineraries are automatically Published. This means that anyone the Itinerary is shared with, can view it. It is useful to Unpublish the Itinerary when making changes; Collaborators can still access it, but any clients that try to view it will see a message saying that the Agent is working on the Itinerary, and provides the Agent’s email address and phone number as contact details.
• Trip is – Choose for this itinerary to be Collaborative or Itinerary Only. Itineraries are automatically collaborative. This means you are able to invite Collaborators to edit the itinerary. Otherwise you can send a copy of the itinerary in a view only mode.
• Messaging (in Mobile App) – Choose to Enable or Disable messaging between your clients (from the Mobile app) and yourself.
• Email-to-trip – Automatically add booking confirmation emails to your itinerary using your trip specific email address. Travefy supports booking confirmations from these travel providers.

Options at the bottom of this box will allow you to either cancel, and close the Update Your Trip Details box, or Save changes and close the box.

Change Cover Photo (on right of Trip Details)

Select from Travefy’s database of pictures or upload your own photo. The best size image to use for this area is 600 x 400. Other sized images will automatically be scaled to fit, so it is best to choose an image without text.

The post Update Your Travefy Trip Details appeared first on Tourwriter Knowledge Base.

The Discussion panel shows the discussion between Agent and Clients. There is a Message box at the bottom, allowing you to reply.

While typing a message, you are able to “@” a person involved with the Itinerary, or a Service that is a part of the Itinerary. The person that is mentioned will receive a message that they have been mentioned. You are also able to “@Everybody”, which will send an email alert of the message to all people involved.

Mobile App Discussion

Clients need to have the Mobile App downloaded in order for this aspect to be utilised. Through the App clients are able to send general messages from the main page of their itinerary in the Mobile App, by tapping on the message icon . If a Client would like to comment on a specific part of their itinerary, they can go to the itinerary > Day > Booking, where they can tap on the image to open the map and access to messaging (see image below of this view). When a message is sent through this part of the App, it will show in the main messaging section as re: Junior Lakeview Suite, Double.

Any posts on the discussion board will also trigger a notification on the Client’s mobile, if they have the Trip Plans app installed and linked to that particular itinerary.

All Clients that have been invited and downloaded the App can message on the same discussion board. So it is equally a helpful way for all Clients to know what is happening with the trip, and can also be a way for Clients to communicate while travelling.

Please Note: The Agent has the option to disable messaging in the Trip Plans app.

The post Travefy Discussion appeared first on Tourwriter Knowledge Base.

Online Itinerary View

A Client can only view an Itinerary when they have been provided with a link. They do not have any options to make edits, which means that they also cannot see your Home Page or Edit Itinerary screen, only the Itinerary itself:

If the Agent has set the Itinerary to Unpublished, the client will see a message saying that the Agent is working on the Itinerary, and provides the Agent’s email address and phone number as contact details.

In this web based view (not on the Mobile App), the client does not have a way to message the Agent directly from the Itinerary. Instead, they would have to send their own separate email.

The post Travefy Client appeared first on Tourwriter Knowledge Base.

This email includes the following:

• Company Logo at the top
• Trip image and Name
• Customised message
• Link to Itinerary
• Link to download Trip Plans app. If the Client is viewing their email on their Mobile, they can simply follow the link in the email to the App Store (iPhone) or Google Play (Android). They will be able to download the Trip Plans app from there. Alternatively, they will need to search for “Trip Plans” in their app store.
• Itinerary Invite Code
• Agent Details

Trip Plans Mobile App Details

Requires iOS 8.2 or later (iPhone 4s or above), or Android 4.4 and up
Size: 32.3 MB
Can view the itinerary offline and in airplane mode after initial download (Although will require internet if the Client would like to access the maps)

App View

When the Client first opens the app, they will be asked for their invite code. They will need to type out the code exactly, or simply copy and paste from email app.

They will then be able to view their planned Itinerary as an overview (see below picture). Within this view, each day can be opened to see the bookings on that day. The Agent’s phone number and email are also available on this first page of the app.

This is how each booking will display in the specific day and bookings view:

Clients can select “Navigate” to open the location in either a Maps application on their phone, or in the Internet (iPhone, automatically goes to Google Maps, Android gives user a choice).

When the Itinerary is set to Unpublished it shows the following within the App:

Switch between itineraries that have been shared with you (via email), by opening the menu (found in the top left corner) and opening YourTrips. You will be able to see all trips, whether they are Active, Past, or Cancelled.

App Messaging

In the top right corner is the Messaging icon . The number shows how many new messages are available for them to view. This keeps a record of the Itinerary’s messages between Clients and Agent. The Client can also choose to be notified of new messages (in their Mobile Settings). If they have this setting enabled, any posts on the Discussion board will trigger a notification on the Client’s mobile.

If a Client would like to comment on a specific part of their itinerary, they can go to the itinerary > Day > Booking, where they can tap on the image to open the map and access to messaging (see image below of this view). When a message is sent through this part of the App, it will show in the main messaging section as re: Junior Lakeview Suite, Double.

If more than one Client has been sent the Itinerary, they will all be included in the Discussion within this particular Itinerary. It is important for each client to be sent an email invite separately, as the code provided will be unique to them, allowing a distinction between people in the chat.

While typing a message, you are able to “@” a person involved with the Itinerary, or a service that is a part of the Itinerary. The person that is mentioned will receive a message that they have been mentioned.

The Agent can choose to disable the in-app messaging option for the itinerary, by updating the trip details.

The post Travefy Mobile App appeared first on Tourwriter Knowledge Base.