Core Collection Workflow Bundle
Coastal Vibes
To load the workflows directly into your account, log in to your TravelJoy account and then:
Click each button below
Then click the blue Add to TravelJoy button on the left
This will pull in the ENTIRE workflow - emails, itinerary messages, timing, & automations. All you need to do is add the workflows to your trips.
Onboarding Workflow
This workflow is meant to be used while you onboard a new client. Since timing can vary, there are no automations - only tasks to remind you when to send which template, based on the flow of your engagement with the client.
Planning Workflow
This mainly just a checklist so that you don't forget anything, but DON'T SKIP IT! I don't care how experienced you are. It's easy to go into auto-pilot and forget something important. Having a checklist allows you to eliminate brain clutter.
Post-Trip Workflow
Follow up with your clients 3 months, 6 months, and 1 year after their trip IF you ever want to work with them again. Sometimes we don't, and that's okay.
Cruise Workflows
Add to the trip once the deposit has been processed with the cruise line.
There are 3 base workflows: Mass Market, Premium/Luxury, and River
Resort Workflows
Add to the trip once the deposit has been processed and the trip is officially confirmed.
This one is a 3-in-1, with Mexico, Dominican Republic, and Jamaica
Custom FIT Workflow
Add to the trip once the deposit has been processed and the trip is officially confirmed.
This workflow is built for tailor-made itineraries, giving you the structure you need to deliver fully personalized travel without the chaos.
Simple Vacation Package Workflow
Add to the trip once the deposit has been processed and the trip is officially confirmed.
This workflow takes the stress out of managing basic trips by giving you a streamlined, repeatable process from inquiry to post-trip follow-up.
Tutorials
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Important Consideration
Thinking of Skipping Invoicing In TravelJoy?
Here's why you should reconsider
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How to Find & Send Email Templates
Most templates will be automated through a task list, but sometimes you’ll need to send something manually
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How T&C Templates Work
If you want to maximize the effectiveness of the T&C template feature, take a look
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Creating Invoice Item Templates
Invoice Item Templates are one of my favorite ways to protect myself and make invoicing easy!
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Editing Your Workflows (Task List Templates)
You may want to tweak your process later. Here’s how.
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Onboarding Workflow Tips
A walkthrough of how the onboarding workflow is meant to be used.
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How Automations Work
Automation is the magic that saves you time. Here’s how it works.
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How to Duplicate Your Workflows (Task List Templates)
Once you get the hang of this, you can create workflows for every scenario.
Frequently Asked Questions
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Please email me at hello@travelbizboss.com with a request and the size of your team for permission or team options
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Yes! And we send out a quarterly email to let you know what has changed. Make sure we have the correct email on file for you, and that you don’t unsubscribe.
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Not at this time. I wish there was a way to just load the updates without duplicating, but there isn't. What I would do is change the names of the old ones to start with "ZZZ" or something that would let me know it's retired. I actually think you can archive the task list without any issues, but I don’t recommend it, just to be safe.
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Yes! We’re always expanding the library with fresh content, tools, and updates to keep your learning and inspiration going strong.
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Memberships are flexible and can be canceled at any time from your account. You’ll retain access through the end of your current billing cycle.
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You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.