Help advisors prepare trip confirmations, payment reminders, forms, document requests, itinerary updates, and post-trip follow-ups with the right structure already in place.
Works directly in Outlook. No new tools for advisors to learn.
Start with prebuilt travel workflows and customize the wording, trip fields, attachments, and recipients in minutes.
Toggles runs inside Outlook. An advisor chooses a workflow, fills in trip-specific details, and Toggles prepares the confirmation, reminder, form request, or itinerary email. The advisor reviews, personalizes, and sends when ready. Nothing is auto-sent.
“Only Toggles has the unique template customization and seamless onboarding that we need. It lives where our team spends most of their workday.”
Choose the client stage your agency needs to standardize first, then build a connected process from inquiry through post-trip service.
Explore the Travel lifecycle starter packRespond quickly, confirm the planning conversation, and collect the traveler details needed before recommendations begin.
Deliver a complete trip proposal, follow up on the decision, and coordinate booking details without rebuilding the message from an old thread.
Keep deposit requests, balance reminders, amounts, due dates, and payment instructions consistent and easy to review.
Request required traveler documents, explain insurance and visa considerations, and deliver final materials before departure.
Confirm booked details and communicate itinerary or accommodation changes with the latest attachments and next steps.
Follow up after travel, gather useful feedback, thank the client, and ask for a referral at the right moment.
Start with the travel emails your team sends most, then measure the capacity and consistency you can recover.
Regular senders of structured Outlook emails.
Messages with repeated wording or structure.
Prep time before Toggles workflows.
min
For structured emails with repeated details.
Salary, benefits, and overhead if known.
Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.
