Knowledge Base
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Simple, step-by-step help for using TravelBreeze™, with pictures. Find what you need, then follow along.
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Collect A Credit Card Authorization
Send your traveler a secure form. They enter their card and agree to the charge. You can then see the card when you need to charge it.
Read This ArticleSign In To TravelBreeze™
How to get into your TravelBreeze™ account using your email address and a short code. There is no password to remember.
Read This ArticleCreate A Traveler
A traveler is a person you plan trips for. Here is how to save a new person in TravelBreeze™, using only their name.
Read This ArticleCreate A Trip
Start a new trip for your client, so the travelers, bookings, schedule, and documents all stay in one place.
Read This ArticleCreate A Booking
Record what you booked for a trip, step by step, including who is going, what it costs, and when payment is due.
Read This ArticleInvite An Advisor To Your Agency
For agency owners and admins. Send an email invitation, see who has accepted, and approve people who ask to join your agency.
Read This ArticleBrowse By Topic
Getting Started
Sign in, find your way around, and set up the basics.
6 articlesTravelers
Keep track of the people you help and their details.
6 articlesTrips
Plan a trip from the first idea to the day they come home.
7 articlesBookings
Record what you booked, who it is for, and when it is due.
5 articlesMoney
See invoices, payments, and the commission you have earned.
5 articlesForms
Send forms to your clients and collect their answers.
7 articlesYour Profile
Update your name, your photo, and your public page.
4 articlesYour Agency
Manage your team, your suppliers, and your agency settings.
10 articlesAccount And Help
Manage your plan and your alerts, and learn how to reach us.
4 articlesAll Articles
Getting Started
Sign in, find your way around, and set up the basics.
- Sign In To TravelBreeze™How to get into your TravelBreeze™ account using your email address and a short code. There is no password to remember.
- Create Your AccountHow to start a new TravelBreeze™ account with your email address and a short code. You do not need a password.
- Join Or Create Your AgencyEvery TravelBreeze™ user belongs to an agency. Here is how to accept an invitation, ask to join an agency, or create your own, even if you work alone.
- Finish Your ProfileTravelBreeze™ needs your name before you can use it. Here is how to add your name, what the blocking message means, and what you can fill in later.
- Find Your Way Around TravelBreeze™A simple tour of the main menu at the top of the page, what each part is for, and why you may not see every item.
- See Your Statistics And CalendarFind out how your trips and bookings are going, and see payment dates and client travel on a calendar.
Travelers
Keep track of the people you help and their details.
- Create A TravelerA traveler is a person you plan trips for. Here is how to save a new person in TravelBreeze™, using only their name.
- Find And Update A TravelerHow to search your traveler list, open a person's page, and change their name, phone, address, status, and other details.
- Create A Family Member Or Someone You ManageA managed traveler is someone looked after by another traveler, such as a child. Here is how to create one, connect family, and make changes later.
- Keep Notes On A TravelerHow to write a note about a traveler, attach a file, pin important notes to the top of their page, and sort notes into folders.
- Remove A TravelerHow to take a person out of your traveler list, who is allowed to do it, and what to do if TravelBreeze™ will not let you.
- See Your Travelers On A MapSee where your travelers are, or will be, on any day of the year. Agency owners, admins, and Staff can see the whole agency too.
Trips
Plan a trip from the first idea to the day they come home.
- Create A TripStart a new trip for your client, so the travelers, bookings, schedule, and documents all stay in one place.
- Link Travelers To A TripPut the people who are traveling on a trip, choose the primary traveler, and take someone off a trip.
- Move A Trip Through Your ProcessUse the Travel Pipeline board to see where every trip stands, and move a trip from one stage to the next.
- Build The Trip SchedulePut dinners, tours, and other plans on a trip's calendar, and change or remove them later.
- Keep Track Of Trip TasksCreate reminders for a trip, mark them as complete, and see them on your calendar.
- Share A Trip Page With Your TravelerGive your traveler a private page with their trip details. They open it with a link and a password.
- Upload Documents To A TripKeep confirmations, invoices, and other trip files in one place, and choose which ones your traveler can see.
Bookings
Record what you booked, who it is for, and when it is due.
- Create A BookingRecord what you booked for a trip, step by step, including who is going, what it costs, and when payment is due.
- Fill In A Booking From A ConfirmationUpload your booking confirmation, and TravelBreeze™ reads it and fills in the booking form for you to check.
- What A Draft Booking Is And When To Use OneA draft booking saves what you know now and does not count toward your sales or commission until you finish it.
- Update Or Cancel A BookingChange the details of a booking, mark it as cancelled, move it to another trip, or remove it.
- See What You Will Earn On A BookingFind the commission amounts on a booking, and learn what agency commission and advisor commission mean.
Money
See invoices, payments, and the commission you have earned.
- Collect A Credit Card AuthorizationSend your traveler a secure form. They enter their card and agree to the charge. You can then see the card when you need to charge it.
- Create An Invoice For A TravelerWrite down what a traveler owes for a booking or a trip, who pays it, and when each payment is due.
- Record A Payment From A TravelerWrite down a payment your traveler has made, so your trip shows what is paid and what is still due.
- Set Up A Payment PlanSplit what a traveler owes into payments with due dates, like a deposit now and the rest before the trip.
- See Your CommissionsSee what you have been paid, what is coming, and what you can expect to earn from your active bookings.
Forms
Send forms to your clients and collect their answers.
- What Form Studio Is And When To Use ItForm Studio lets you build forms, send them to travelers by email, and see every answer in one place.
- Create A FormBuild a form with your own questions. You only build it once, then you can send it to any traveler.
- Send A Form To A TravelerEmail a form to your traveler. This page also explains what your traveler sees and how they fill it in.
- See A Traveler's AnswersSee who opened your form and who finished it. Read their answers, send it again, or cancel it on the Requests tab.
- Smart Documents For SignaturesTurn a PDF you already use, like a waiver, into something your traveler can fill in and sign online.
- PacketsPut several forms and Smart Docs together, so your traveler gets them in one email and fills them in one step at a time.
- Form Studio Presets For Your AgencyFor agency owners and admins. Build a group of questions once, and every advisor in your agency can add it to their forms.
Your Profile
Update your name, your photo, and your public page.
- Set Up Your Public Advisor PageBuild the web page that tells travelers who you are. Update your name, photo, and story, then save and see it live.
- Upload Travel Photos And CertificatesShow travelers where you have been and what you have earned. Upload photos and certificates to your public advisor page.
- Collect Testimonials From Happy TravelersAsk a traveler for kind words with a private link, or type in a quote yourself. Testimonials appear on your public advisor page.
- See Your Quote RequestsTravelers can ask for a quote from your public advisor page. See where their requests arrive and how to pause new ones.
Your Agency
Manage your team, your suppliers, and your agency settings.
- Invite An Advisor To Your AgencyFor agency owners and admins. Send an email invitation, see who has accepted, and approve people who ask to join your agency.
- Create A Ghost AdvisorFor agency owners and admins. A Ghost Advisor is a placeholder name for work when nobody signs in as that advisor. Here is how to create one.
- Change What Someone Can Do In Your AgencyFor agency owners and admins. Learn what Owner, Admin, Staff, and Advisor can each do, then change someone's role or remove them.
- Update Your Agency's Details And LogoFor agency owners and admins. Change your agency's name, web address, and logos on the Agency Settings page.
- Manage Your Team's Subscription SeatsFor agency owners and admins. Choose who pays for Pro, buy seats for your team, and see how many seats are left.
- Agency Money: Incoming Payments And PayoutsFor agency owners and admins only. Record commission your agency receives, see what you owe advisors, and record what you paid them.
- Find And Create Agency SuppliersBrowse the cruise lines, hotels, and tour companies your agency works with. Owners, admins, and staff can create and update them.
- See Your Agency's SalesFor agency owners and admins. See booking totals, credit advisors for outside sales, and add opening balances for new advisors.
- Give Advisors RewardsFor agency owners, admins, and Staff. Create a reward that raises advisor commission on matching bookings, and see where rewards landed.
- Choose Your Agency's PreferencesFor agency owners and admins. Enable or disable rules for your whole agency, like required booking documents and draft bookings.
Account And Help
Manage your plan and your alerts, and learn how to reach us.
- I Didn't Get My Sign-In CodeWhat to do when the email with your 6-number code does not arrive, or when the code does not work. Most of the time it is a quick fix.
- Turn On Notifications And Text AlertsChoose how TravelBreeze™ tells you when something happens, such as by email, by text message, or with a pop-up in your web browser.
- Change Your PlanWhat the Free and Pro plans include, and the ways you can change your plan right now. Some changes need a quick email to us.
- Shorten A Link And Keep Track Of Write-OffsTwo tools that come with every plan. Make long web links short, and keep business receipts sorted for tax time.
Still Need Help?
Email us at [email protected] and tell us what you were trying to do.