TravelJoy Workshops: Automations

Learn how to save hours every week and streamline your workflow with TravelJoy Automations. In this TravelJoy Workshop, we walk through how to set up and customize automations across your account so you can spend less time on repetitive tasks and more time building unforgettable trips for your clients. From payment reminders to client follow-ups, task automation, and daily summaries, you’ll see how everything works together to keep your business running smoothly behind the scenes. What you’ll learn: How to automatically send payment reminders and stop chasing invoices How to set up client follow-ups for messages, proposals, and forms How to trigger emails and workflow updates based on client actions How to automate task lists for new trips and specific trip types How to use out-of-office responders and daily email summaries When your automations are set up well, nothing slips through the cracks. Your clients feel taken care of, your workflow stays organized, and your business runs more efficiently, even when you’re offline. Helpful resources from the workshop: Payment reminders: https://help.traveljoy.com/hc/en-us/a... Message follow-ups: https://help.traveljoy.com/hc/en-us/a... Confirmation emails after payment: https://help.traveljoy.com/hc/en-us/a... Task lists for trips: https://help.traveljoy.com/hc/en-us/a... Trip tags + task lists: https://help.traveljoy.com/hc/en-us/a... Schedule emails: https://help.traveljoy.com/hc/en-us/a... Out of office responder: https://help.traveljoy.com/hc/en-us/a... If you’re a travel advisor looking for a travel agent CRM that helps you save time, stay organized, and look professional, this walkthrough will show you exactly how to make TravelJoy work for you. Try TravelJoy for free for 7 days: https://traveljoy.com