What do (or should) all bookings have in common? Their lifecycle. So why re-type the same things over and over again?
With canned email templates and integrated form links, you can capture important information, relevant signatures for your terms and conditions, insurance selections, and manage expectations all while saving you time and ensuring that no step is missed. Consistency creates trust and trust creates loyal clients. After all, isn't that what we are all working for?
Our bundle includes 35 canned emails. An overview of those included are:
- Initial inquiry outreach & follow up
- Intake call scheduler & follow up
- Recap of intake & proposal template
- Proposal follow up emails
- Booking & payment instructions
- Pre-travel documents & wrap up template
- Check-in touchpoints (90 day, 45 day, 24 hour, arrival date, 6 months post-travel)
- Cancellation and adjustment requests
- Booking, cancellation, and itinerary adjustment confirmations
- Flight change notification & flight detail request
- Important date communications (passport expiring, birthday wishes, and anniversary congratulations)
Don't worry! Although the TravelJoy key on the documents may not be relevant for you, you can still implement email templates in your email account.
Gmail allows for templates to be utilized and the emails could have hyperlinks that sync to your form capture system (Formstack, Jotform, etc.).
This bundle is designed for TravelJoy. However, the canned emails, form questions, task lists, and client experience checklist can be easily implemented and applied on across multiple CRM platforms.
TravelJoy allows for emails, forms and task lists to be shared across an organization once implemented by one user in an organization.
We recommend that the administrator archive all TravelJoy templates and input the new workflow. Once everything is edited to match the company branding and processes, the administrator can select to "share template with team members."
After this is done, each team member can accept the template and "pull in" to their workflow.
It should be noted that current TravelJoy functionality does not automatically update shared templates after they have been shared to others.
TravelJoy is the perfect place to implement the workflow checklist. We have even noted on each email which form ties to each correspondence, so that you are ensuring that you are sending each item in a way that properly captures or communicates what you wish.
If you would like assistance in implementing your workflow, you can check out our Sidekick package by clicking HERE.
All of our header graphics are completely customizable in Canva.
We suggest that you first create or upload your business's brand kit into Canva. Then you can easily edit the header graphics with your brand colors, font suite, and logos!
Yes- However, it is imperative to seek legal counsel to review the agreements to ensure that it fits the needs of the purchasing organization.
'TIQUE HQ takes no legal responsibility for any claims or lawsuits as a result of any aspects of the included contract. Each state has their own regulations and requirements, and the included items should be reviewed for use in the appropriate company location.
Our standard workflow bundle is based on a general FIT booking. However, we do offer workflow implementation services to add on specific niches.
You can opt to either work with us on a custom workflow implementation, or you can edit the standard workflow after implementation to make sure that the emails match how your brand's "voice."
what emails are included in
what if I don't use traveljoy?
what system does the bundle
can this be implemented for a team?
how do i set my canned templates up?
can I customize my header graphics?
has the covid-19 waiver been reviewed
by a lawyer?
What niches are covered in the workflow?
What if my advising style doesn’t match
the tone of the workflow bundle?