Research and Itinerary Creation

Log into Travefy and navigate to the LIBRARY section to search for three recommended accommodations. Write down your top three choices in your notebook.

To confirm the quality of your selected accommodations, cross-check them on TripAdvisor. Make sure to sort by Travel Ranked rather than Best Value.

If any of the accommodations seem questionable, please email us so we can investigate and potentially remove them from the library.

For inspiration, explore itineraries from other travel agents by clicking on TRIPS.

1. Once you have found 3 options for your client click on each itinerary you like and select COPY. 

2. If your client asks you to research 1 destination, click on 1 itinerary and COPY 3 TIMES.

3. After selecting an itinerary, do not edit it without first copying it. Another agent working on a client's itinerary might be affected by this.

1. Click on your copied itinerary and then select EDIT in the top right corner.

2. Once the itinerary is open, go to the cover page and click on the copied title.

3. If your client wants to see different destination options, update the title to:

4. Your Trip Experience Option 1: Mexico

   1. For additional options, repeat this step with titles like Your Trip Experience Option 2: Jamaica.

5. If your client prefers options for the same destination, update the title to:

   1. Your Los Cabos Trip Experience Option 1

   2. For additional options, repeat this step with titles like Your Los Cabos Trip Experience Option 2.

1. Go to the Agent Portal: Navigate to the Travel Partner section and select the vendor you wish to book with to check availability and pricing for your client.

2. Document Details: In your notebook, or by taking a screenshot, record the following for each option:

   • Airline

   • Flight numbers

   • Accommodation

   • Room type

   • Pricing

   • Deposit amount

   • Deposit dates

   • Final payment date

   • Cancellation policy

1. Option 1: Choose the most affordable option within our recommendations.

2. Option 2: Select your favorite option with a median price range.

3. Option 3: Find an option that meets all client requests but is no more than $500 over budget.

4. Adjustments if Budget is Exceeded:

5. Reduce the number of days: Search for shorter stays.

6. Change the dates: If flexible, look for cheaper dates.

7. Downgrade the room: Consider a less expensive room type, such as from oceanfront to ocean view, or suite to junior suite.

8. Remove excursions: List excursions as optional and exclude them from the total price summary.

1. Look for budget-friendly options directly on the vendor’s site.

2. Check TripAdvisor for alternative accommodations.

3. Contact the Travel Concierge for additional suggestions.

4. Visit Travefy to explore other options within the budget.

5. Create Your Itinerary: Once you have selected three accommodations that fit the client’s parameters and budget, go to Travefy to create and finalize the itinerary.

1. Send Trip Option 3 First:

2. Click on your itinerary and select SEND in the top right corner.

3. Choose EMAIL INVITE CLIENTS.

4. In the TO field, enter the client’s email address.

5. In the CUSTOM MESSAGE field, type the following:

Greetings (Client’s Name),

Thank you for choosing (Your Company), LLC for your (e.g., birthday, anniversary, or couples) trip! We are dedicated to providing you with an exceptional experience and concierge service to fulfill all your travel desires.

This email is to inform you that (Agent’s Name) from (Your Company Name) has prepared your potential trip options.

Below, you will find the details for your review. Please note that prices may change until payment is received.

We can discuss any adjustments once you have reviewed each of your potential itineraries.

If you have any questions, please feel free to contact me. I look forward to speaking with you soon!

Best regards,
(Your Name)

1. Click Send Email.

2. Repeat for Remaining Options:

   • Follow the same steps for Trip Option 2 and Trip Option 1.