TravelJoy features that simplify planning for travel advisors

As a travel advisor, managing your clients' needs while staying organized can be a juggling act. TravelJoy is designed to make this process seamless, providing essential tools that simplify travel planning, streamline communication, and ensure you maintain a professional touch.

Whether you need an itinerary builder, a CRM, or software that covers everything from payments to client approvals, TravelJoy has you covered. Let’s explore the features that make TravelJoy the go-to platform for travel advisors.

Itinerary builder: Create professional trip proposals with ease

Crafting beautiful, branded itineraries can be time-consuming, but TravelJoy’s powerful itinerary builder cuts down on the workload.

With access to a built-in content library featuring descriptions and photos of 70+ cruise lines and 500,000+ hotels, you can create stunning trip proposals in just a few clicks.

Real-time flight notifications ensure both you and your clients stay informed, while customizable branding helps showcase your professional style.

Once completed, you can share the itineraries via email, direct link, or PDF, offering clients an easy way to review and approve their trips.

For travel advisors looking to save hours on trip planning, this itinerary builder is the perfect tool. No more endless copying and pasting or searching through multiple websites. TravelJoy centralizes everything, allowing you to plan more trips in fewer steps.

Centralized CRM: Stay organized and connected

One of the standout features of TravelJoy is its CRM for travel advisors and travel agents—a true all-in-one hub for managing client communication, preferences, and important trip details. The dashboard provides a birds-eye view of your business, helping you keep track of current and upcoming trips, tasks, and reminders. Syncing with both Google Calendar and Outlook ensures you never miss a deadline.

In addition, TravelJoy’s CRM lets you manage client profiles, store contact information, and track key preferences, such as frequent flyer numbers or specific travel interests. Automated reminders keep you on top of to-dos, whether it’s following up on payments or sending travel insurance information.

This centralized approach simplifies the entire process, allowing you to spend less time on paperwork and more time delivering exceptional client experiences.

Group bookings: Effortlessly manage large groups

Handling travel for large groups can be a logistical headache, but TravelJoy’s group booking feature streamlines the process. All the details for every traveler are stored in one place, from payment schedules to personalized trip preferences.

The platform’s built-in task management ensures that no detail is overlooked, helping you stay on top of everything from itineraries to client communications. This feature is perfect for organizing family reunions, corporate retreats, or destination weddings with ease.

Automated workflows: Save time and reduce repetitive tasks

Repetitive administrative tasks can eat up your day, but with TravelJoy’s workflow automations, you can reclaim your time. Automate common processes, such as sending reminders for client approvals or follow-ups for payments. Automations also help ensure consistency, so you can rest easy knowing that your clients are receiving timely, professional communication.

By automating parts of your workflow, you reduce manual tasks and free up more time to focus on curating unforgettable travel experiences for your clients.

Secure payments: Streamline your transactions

Payments can be one of the trickiest aspects of running a travel business, but TravelJoy’s integrated payment processing makes it simple and secure. Whether you’re capturing deposits, handling installment payments, or processing final balances, TravelJoy’s payment system can help.

By offering a secure, reliable payment system, TravelJoy eliminates the need for multiple tools and ensures your transactions are both efficient and safe.

Conclusion

TravelJoy is more than just software for travel agents and travel advisors—it’s a comprehensive platform designed to help travel advisors save time, stay organized, and deliver professional results. From an easy-to-use itinerary builder and centralized CRM to workflow automations and secure payments, TravelJoy has every tool you need to streamline your business. Whether you're managing solo trips or large group bookings, this platform helps you elevate your productivity and client experience.

Ready to simplify your travel planning? Try TravelJoy for free today with a 7-day trial and see how it transforms your business.