Travefy CRM Tips for Travel Agents
Hi Travefy Users!

This page provides guidance for travel advisors who use or are interested in using Travefy ✈️. Here, you’ll find free educational resources including How I Travefy videos and recordings from webinars I’ve hosted, public itineraries & landing page samples, all designed to help you use this platform to its full potential.


Yes, this is a Travefy built landing page that you are reading this on 🧩. ALL of the pages and forms you're seeing were built in Travefy. While many of my tips focus on group travel workflows, these same methods can also be applied to individual bookings.


📝For advisors who would like personalized support from me, I am only offering one on one 60 minute strategy sessions 🕒. Enter code BDAY44 to get 44% off sessions in celebration 🎉 of my 44th birthday (10 slots available)! During these sessions, you share your screen and l help you navigate click by click. 

We determine how Travefy works for your brand, clients, and niche. I walk you through your specific questions related to itinerary management, invoicing, landing pages, proposals, forms, and more to help you streamline your workflow and fully leverage all the benefits of this platform.


Please review the free samples below & watch the video tutorials. You can schedule a private session on my calendly if you need more personalized support. 


If you desire more than 1 hour in a single session, please schedule as many sessions as you need on the same day and I will adjust the times on my end to have one long session.

Need More Support?

Schedule A One Hour Session