The Complete Travefy Saved Message Library

Travel advisors send the same types of messages to clients over and over throughout the planning process.

Trip invites.

Forms.

Payment reminders.

Itinerary updates.

Travel week guidance.

In-trip check-ins.

Post-trip follow up.

Instead of rewriting these messages every time, this resource gives you a complete library of professional client communication messages designed specifically for Travefy.

Every message in this library is built to work directly with Travefy saved messages and can be copied straight into your Travefy library using the “Copy to Library” button.

Once added, these messages can be reused whenever you send client communications through Travefy.

What’s Included

This library contains 100+ professionally written saved messages for Travefy, covering the entire travel lifecycle, including:

• itinerary invitations
• client information and planning forms
• payment reminders and confirmations
• itinerary updates and confirmations
• pre-departure preparation messages
• in-trip concierge check-ins
• supplier schedule changes and travel disruptions
• emergency and advisory communication
• post-trip follow-up and retention messages

Each message is written in a professional travel advisor tone and designed for quick reuse inside Travefy.

Designed Specifically for Travefy

Every message included in this product is paired with a Travefy message template.

To add it to your account, simply:

1. Open the template
2. Click Copy to Library
3. The message is automatically saved to your Travefy saved message library

Once saved, the message can be reused whenever you send:

• itinerary invites
• forms
• automated workflow messages
• trip updates
• client communications

No manual formatting or rewriting required.

How the Item Helps You Use the Library

The included Travefy template organizes the entire message collection so you can quickly find the right message for the situation.

Each message includes:

Message Name

The title of the saved message template.

Category

The type of client communication.

When to Send / Use

Guidance on when the message works best.

Notes

Additional context to help you choose the right message.

Why Advisors Love Saved Messages

Travel advisors send hundreds of similar client messages every year.

Using a saved message library helps you:

• save hours of repetitive writing
• respond to clients faster
• maintain consistent professional communication
• deliver a polished client experience

Perfect For Advisors Who

• use Travefy regularly
• want faster client communication
• are tired of rewriting the same messages
• want more consistent client messaging
• want to fully utilize Travefy’s saved message feature

File Included

The Complete Travefy Saved Message Library

Includes:

• organized message deliverable
• start-here instructions
• video walkthrough
• 100+ saved message templates designed specifically for Travefy