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Create a seamless client experience with options, approvals and payments

WRITTEN BY
Matt Byrd
PUBLISHED
August 15, 2024

Clients love travel advisors because you make their travel planning a breeze. That’s why we built our itineraries and proposals to help you give your clients a seamless experience.

TravelJoy makes it easy for them to review the different options you’ve prepared, give you their approvals, and submit payments. Your client enjoys a hassle-free experience, and you look like a rockstar.

Multiple options for client approval on itineraries

With TravelJoy, it’s now easy to show clients multiple options, and get approvals, all in one place. You could do it for hotels, activities, cruise cabins, or any part of the itinerary.

When your clients are browsing the proposal, they can then explore their choices and approve their preferred option with just one click. 

Read the full guide on our Help Center.

Approvals on proposed itineraries

You can easily send your proposal to your client for review, either through email or direct link.

They can ask any questions they have, which will go directly in their trip’s dedicated inbox. They can then approve the proposal, and it will automatically send them a confirmation message.

Read the full guide on our Help Center.

Accepting payments on proposals

One of TravelJoy’s most powerful features is the ability to accept payments directly on the platform—no need for separate systems or third-party payment processors.

Your clients can securely pay a deposit or full balance from a proposal, and you can also add any mark-up to the cost of individual items.

This integrated payment system not only simplifies the process for your clients but also ensures that you’re keeping financial details organized all in one secure, compliant place. 

Read the full guide on our Help Center.

Creating a seamless experience

By streamlining decision-making and payments, you’re saving yourself time, and you’re creating a more delightful experience for your clients. No more long email chains, no more tracking down payments across different tools—just a smooth, straightforward journey from proposal to paid itinerary.

Start a 7-day free trial on TravelJoy to get started.

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