Workflow walkthrough

See how luxury travel teams standardize client emails in Outlook

We'll walk through trip confirmations, pre-departure reminders, document requests, payment instructions, supplier follow-ups, and post-trip follow-up so your team can see how each email becomes an approved Outlook workflow.

Built for luxury travel advisorsTrip emails stay consistentWorks inside Outlook

In 30 minutes, you'll see:

  • Which repeatable emails are the best first workflows
  • How Toggles applies templates, attachments, recipients, and signatures inside Outlook
  • What a rollout could look like for your team
  • How pricing works based on your seat count

Not sure where to start?

Bring a few repetitive emails to the demo and we'll show how they can become reusable Toggles workflows inside Outlook.

What happens next

We'll review your request and send a calendar invite with a time that works.

Prefer to explore first?

You can start a free trial and explore Toggles on your own. If you want help evaluating rollout fit, this workflow walkthrough is the fastest path.

Book your walkthrough

Tell us what your team sends most often.

We're committed to your privacy. Toggles uses the information you provide to contact you about relevant content, products, and services. You may unsubscribe at any time. For more information, read our Privacy Policy.

Luxury travel workflow examples

Bring your highest-repeat travel emails to the walkthrough

We can map these workflows to the way your advisors already send email in Outlook, including approved copy, variables, attachments, recipients, and signatures.

InquiryOften saves 5-10 minutes

New Inquiry Response

Reply to new trip inquiries with approved next steps, intake variables, and the right advisor signature assembled in Outlook.

View example
InsuranceHelps prevent missed timing

Travel Insurance Reminder

Send timely insurance guidance with consistent wording, required disclosures, recipients, and supporting links already included.

View example
PaymentOften saves 5-10 minutes

Final Payment Reminder

Prepare balance-due emails with payment dates, amounts, instructions, and approved wording before the client send.

View example
Product walkthrough

See how workflows work inside Outlook

Watch how a shared workflow can prepare the right message, attachments, recipients, and rollout-ready structure without leaving Outlook.

Ready to turn repeatable emails into approved workflows?

Start with one workflow, measure the time saved, and expand the standard across your team.