Quick Quotes

November 12, 2025

VIDEO TRAINING - Use this Guide to show you how to create personalised Quick Quotes for your customers.

Quick Quotes

This guide provides detailed instructions for employee training within Travelify and your website, to create personalised Quick Quotes for your customers

Go to www.travelify.io

1. Introduction

Before we start, if you wish to see subtitles in addition to the voiceover then please ensure "Captions" are enabled on your screen
Introduction

2. To fully personalise the quotes we first need to ensure that the User has added all their details

To fully personalise the customer quotes we first need to ensure that the User has added all their details
To fully personalise the quotes we first need to ensure that the User has added all their details

3. Select the User to add more details if needed

Select the User to add more details if needed
Select the User to add more details if needed

4. Click on the Edit icon

Click on the Edit icon
Click on the Edit icon

5. Begin filling in fields

Begin filling in the empty fields, the contents of these will be seen by the customer
Begin filling in fields

6. Fill in

Fill in "Travel Consultant"
Fill in

7. Add as much detail as you wish

Add as much detail as you wish
Add as much detail as you wish

8. You can upload a Profile Picture

You can Upload a Profile Picture
You can upload a Profile Picture

9. And complete a short biography

And complete a short biography
And complete a short biography

10. Click "Save"

Save changes made.
Click 'Save'

11. Now go to your website to access the "Staff" section

Now go to your website to access the "Staff" section Log in using the same details as you use to access Travelify
Now go to your website to access the 'Staff' section

12. Initiate a search for the desired contents of your quote

Initiate a search for the desired contents of your quote that you are wanting to send to your customer
Initiate a search for the desired contents of your quote

13. Click here

Choose this option.
Click here

14. Once the results have populated we can now select the information we want to add to our quote

Once the results have populated we can now select the information we want to add to our quote
Once the results have populated we can now select the information we want to add to our quote

15. Click here to add to our list

Click here to add to our list
Click here to add to our list

16. Continue adding as many as you want

Continue adding as many as you want
Continue adding as many as you want

17. Add to List

Press the designated button.
Add to List

18. Add to List

Click on the highlighted element.
Add to List

19. Add to List

Choose the provided link.
Add to List

20. Now access Saved Trips to see all that you have added to your List

Now access Saved Trips to see all that you have added to your List
Now access Saved Trips to see all that you have added to your List

21. You can Edit the price if you wish by clicking here

By clicking here you can Edit the price if you wish
You can Edit the price if you wish by clicking here

22. Click here to Save the list

Click here to Save the list
Click here to Save the list

23. And here to give it a name

And here to give it a name
And here to give it a name

24. Fill in name

Select this option
Fill in name

25. Click here to Save changes

Click here to Save changes
Click here to Save changes

26. Now we are going to Send the List

Now we are going to Send the List to our customer
Now we are going to Send the List

27. Enter their email address

Enter their email address
Enter their email address

28. Fill in

Click the selected option
Fill in

29. Type in your message

Type in your message
Type in your message

30. Fill in

Navigate to this section
Fill in

31. Once you have had a look at the Overview of your quote you can Send

The quote will include AI generated information on locations, hotels etc that you have selected.
Once you have had a look at the Overview of your quote you can Send

32. If you check this box then the customer will be able to book via the email

If you check this box then the customer will be able to make a booking direct via links in the email or PDF, rather than through your website
If you check this box then the customer will be able to book via the email

33. Once you have had a look at the Overview of your quote you can Send

Once you have had a look at the Overview of your quote you can Send it to your customer
Once you have had a look at the Overview of your quote you can Send

34. This is how your quote will arrive in your customers Inbox

This is how your quote will arrive in your customers Inbox
This is how your quote will arrive in your customers Inbox

35. Here is the contents of the email

Here is the contents of the email
Here is the contents of the email

36. Email content

From downloading accommodation details to accessing specific documents, follow these steps to streamline your workflow in Gmail.
Email content

37. Click "Click here to view this quote on the site."

They can click on the link to view the quote on the website where they can book it direct
Click 'Click here to view this quote on the site.'

38. Customer can view quote on your website

Your Customer can view, and book, using the quote on your website via the link in their email
Customer can view quote on your website

39. The email also includes a PDF of the quote

The email also includes a PDF of the quot
The email also includes a PDF of the quote

40. The PDF is a beautifully branded and curated version of your quote

The PDF is a beautifully branded and curated version of your quote
The PDF is a beautifully branded and curated version of your quote

41. PDF contents

Follow the link provided.
PDF contents

42. PDF contents

Follow the link provided.
PDF contents

43. If there is a destination guide in our database this will also appear

If there is a destination guide in our database for the location, this will also appear
If there is a destination guide in our database this will also appear

44. Destination Guide

Follow the link provided.
Destination Guide
This guide covered essential steps for employee training in Travelify including accessing user management, uploading profile pictures, and navigating various sections. By following these instructions, users can effectively manage employee details and profiles.
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