Trip Confirmation
Confirm the booked trip with current traveler details, itinerary information, required attachments, and polished client copy.
View exampleWorkflow walkthrough
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.
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.
We'll review your request and send a calendar invite with a time that works.
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.
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.
We can map these workflows to the way your advisors already send email in Outlook, including approved copy, variables, attachments, recipients, and signatures.
Confirm the booked trip with current traveler details, itinerary information, required attachments, and polished client copy.
View examplePrepare balance-due emails with the correct amount, due date, payment instructions, and approved wording.
View exampleRequest missing names, passport details, preferences, or other trip information with one clear checklist.
View example