Create a first client and trip
Every trip in TravelJoy starts the same way: by creating a trip.
In this video, you’ll learn how to add your first client and set up a trip so everything—messages, forms, proposals, invoices, and notes—lives in one organized place.
We’ll walk through:
• How trips work in TravelJoy (and why you should create one early)
• Adding a new client or selecting an existing one
• Filling in trip details like destination, dates, and budget
• Choosing a trip photo for a polished first impression
• What happens after you click “Create trip”
We’ll also cover how to import existing clients in bulk, and when to use an individual trip vs. a group trip.
Once this step is done, you’ll have a clear place to manage everything related to your client’s trip from start to finish.
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