Organize Your Travefy Library
For travel advisors who are tired of rebuilding the same trip over and over.
Most advisors never set up their Library.
Which means most Travefy accounts end up looking like this:
- the same resorts and excursions retyped on every single trip
- three versions of the same Know Before You Go
- items you cannot find, so you just rebuild them
- forms you are a little scared to touch
- a library you avoid opening
The result is hours of repeat work on every trip, and a client experience that is not consistent.
This course fixes that.
Yes, it is a decluttering course.
I am not going to pretend it isn't. You are going to delete things, merge things, and rename a LOT of things.
The difference is what you are decluttering. Not your desk, not your inbox. Your actual Travefy account. Your resorts, your excursions, your Know Before You Go, your forms. Decided on, named properly, and put somewhere you will actually find them again.
You are not starting over. You are cleaning up what you already have and turning it into content you reuse on every trip.
What's Included
Seven modules, one full video each, plus screen recordings inside a real Travefy account where you need to see it done.
Module 1 · Why Your Travefy Feels Like a Mess (and It Is Not Your Fault)
Where the Library actually fits, what belongs in it, and what your current way of working is costing you.
Module 2 · Your Travefy Library Structure
The structure I use, so you can search your library instead of scrolling it.
Module 3 · Clean Up Your Existing Library Without Breaking It
A safe, ordered cleanup of what you already have, without touching your active client trips.
Module 4 · Build Core Templates That You Will Actually Reuse
Resorts, excursions and Know Before You Go built once, then dropped into any trip.
Module 5 · Organizing Your Forms and Smart Fields
A form setup that supports your workflow instead of creating more follow up.
Module 6 · Task Lists and Library Alignment
Connecting what you built so your trips run on your system instead of your memory.
Module 7 · Final Reset and Maintenance Plan
A weekend reset, and how to keep it clean from here on.
BONUS · Mari’s Exact Travefy Library Map
Screenshots of my real library, my naming cheat sheet, and the structure I run my own business on.
Ready to stop rebuilding the same trip?
Seven modules. One weekend. A library you can actually work out of.
What This Course Does NOT Include
- Someone doing the cleanup for you. I do not offer that, and I would rather teach you to do it than clean it once and leave you right back where you started in six months.
- A magic button. Nothing reorganizes or imports your library automatically, because that does not exist.
- 1:1 calls, or me working inside your account.
- Official Travefy support or training. This is mine, not theirs.
What advisors say about working with me
Mari Bay
I have used Travefy since 2024 and I became a Travefy Brand Ambassador in 2025.
Building Travefy systems for other advisors is a real part of my business, which means I have been inside a LOT of other people's accounts. I promise you, the mess is almost always the same mess.
This course is my own independent education work. It is not official Travefy support or training.