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

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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.

ConfirmationHelps prevent missed details

Trip Confirmation

Confirm the booked trip with current traveler details, itinerary information, required attachments, and polished client copy.

View example
PaymentOften saves 5-10 minutes

Payment Reminder

Prepare balance-due emails with the correct amount, due date, payment instructions, and approved wording.

View example
Traveler detailsHelps reduce follow-up

Missing Traveler Information Request

Request missing names, passport details, preferences, or other trip information with one clear checklist.

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.