Build a proposal and itinerary
Once you have your client’s details, it’s time to build their trip.
In TravelJoy, proposals and itineraries are created in the same place. You’ll start with a Smart Proposal, where your client can review options, approve their trip, and submit a deposit. Once approved, it automatically converts into a polished itinerary.
In this video, you’ll learn how to:
• Create a Smart Proposal from a trip
• Use Itinerary Copilot to build a full proposal in seconds
• Organize your trip with sections and items
• Add options so clients can choose between experiences
• Import hotels, cruises, and supplier content
• Use Magic Importer to turn documents into itinerary items
• Save and reuse content with your Library
• Add payments or credit card authorization directly to the proposal
We’ll also show you how to share your proposal, what your client sees, and how it converts into a live itinerary they can access anytime.
By the end, you’ll have a repeatable way to create beautiful, client-ready trips without starting from scratch every time.
Try TravelJoy for free for 7 days: https://traveljoy.com