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
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
3. 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
5. Begin filling in fields
Begin filling in the empty fields, the contents of these will be seen by the customer
6. Fill in
Fill in "Travel Consultant"
7. 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
9. And complete a short biography
And complete a short biography
10. Click "Save"
Save changes made.
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
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
13. Click here
Choose this option.
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
15. 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
17. Add to List
Press the designated button.
18. Add to List
Click on the highlighted element.
19. Add to List
Choose the provided link.
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
21. You can Edit the price if you wish by clicking here
By clicking here you can Edit the price if you wish
22. 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
24. Fill in name
Select this option
25. 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
27. Enter their email address
Enter their email address
28. Fill in
Click the selected option
29. Type in your message
Type in your message
30. Fill in
Navigate to this section
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.
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
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
34. 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
36. Email content
From downloading accommodation details to accessing specific documents, follow these steps to streamline your workflow in Gmail.
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
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
39. The email also includes a PDF of the quote
The email also includes a PDF of the quot
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
41. PDF contents
Follow the link provided.
42. PDF contents
Follow the link provided.
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
44. Destination Guide
Follow the link provided.
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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