Introducing TravelJoy Workshops: Interactive, hands-on training

Running a successful travel business today means juggling a lot of moving parts, from managing client relationships and building itineraries to collecting payments and coordinating group travel. That’s why having the right CRM for travel agents matters more than ever.

To help advisors get the most out of TravelJoy, we launched our new Workshop webinar series: weekly, hands-on sessions designed to help you work smarter, save time, and streamline your workflow.

Whether you're brand new to TravelJoy or have been using it for years, each session delivers clear, actionable tips you can put to work immediately.

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Group bookings

In this workshop, we’ll walk through how to manage group trips from start to finish using TravelJoy’s group travel software.

You’ll learn how to:

• Set up your TravelJoy group booking page
• Collect traveler information and payments
• Organize rooming lists and trip details
• Track payments and balances in one place

This session is ideal for advisors who want to simplify group travel planning while delivering a smooth, professional experience for clients.

Thursday, 2/5 @ 2PM ET
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Templates

If you find yourself rewriting the same emails, forms, or documents again and again, templates can save you hours every week.

In this session, you’ll learn how to use TravelJoy templates to automate repetitive tasks across our CRM, including:

• Confirmations
• Emails
• Forms
• Invoices
• Library items
• Signatures
• Task lists
• Terms & conditions

Perfect for travel advisors looking to scale efficiently without sacrificing personalization.

Thursday, 2/12 @ 2PM ET
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Payments and authorizations

Managing payments is one of the most critical (and time-consuming) parts of running a travel business. This workshop covers TravelJoy’s full payments toolkit, including:

• Direct and supplier invoices
• Automated payment schedules
• Authorization forms
• Payment reminders

Learn how to streamline your payments process, reduce manual work, and deliver a smoother experience for clients.

Thursday, 2/19 @ 2PM ET
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Itinerary Copilot

Creating beautiful, detailed itineraries doesn’t need to take hours. In this workshop, you’ll see how TravelJoy Copilot transforms rough trip notes into polished, client-ready itineraries in minutes.

If you’re looking for a faster, smarter itinerary builder for travel agents, this session will show you how to:

• Turn notes and ideas into complete itineraries
• Build client proposals faster
• Reduce copy-paste work
• Maintain a consistent, professional presentation

Thursday, 2/26 @ 2PM ET
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Why attend TravelJoy Workshops?

TravelJoy is more than just a CRM for travel agents. It’s a complete platform built to support every stage of your workflow, from client intake and itinerary creation to payments and group travel management.

These workshops help you:

• Work faster and more efficiently
• Learn best practices for group travel planning
• Streamline client communication
• Create more polished proposals and itineraries
• Get more value from your travel agent CRM

Most importantly, you'll get real, hands-on tips to get the most out of TravelJoy, not theoreticals.

Can’t join live?

No problem. When you register, you’ll automatically receive the workshop recording after the session so you can watch whenever it’s convenient.

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