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Send complete, consistent travel emails in Outlook

Help advisors prepare trip confirmations, payment reminders, forms, document requests, itinerary updates, and post-trip follow-ups with the right structure already in place.

Start your first travel workflowBook a Travel Workflow WalkthroughInstall from Microsoft AppSource

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.

How Toggles works

Prepare the complete email. Keep the send human.

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.

  1. 1Choose the workflow
  2. 2Fill in the trip and traveler fields
  3. 3Review the complete email in Outlook
  4. 4Personalize and send when ready

Keep every travel email accurate as your agency grows

Standardize the messages that shape client trust, from proposals and confirmations to travel documents and post-trip follow-ups.

Stop missing trip details

Operational risk
Keep confirmations, itineraries, payment instructions, and travel documents complete before they go to the client.

Keep advisor messaging consistent

Approved communication
Make sure every advisor uses the same approved wording for proposals, updates, confirmations, and follow-ups.

Cut manager review before send

Operational capacity
Reduce last-minute checks on proposal emails, payment instructions, and departure documents before they go out.

Onboard new advisors faster

Adoption playbook
Give new advisors approved travel workflows from day one so they know exactly what to send and when.
From manual double-checking to one standard

Never miss itineraries, forms, or documents

Automate the send that usually requires double-checking. Toggles adds the itinerary, travel forms, recipients, and trip details before an advisor hits send.
From a separate process to the inbox your team already uses

Works directly inside Outlook

Advisors use travel workflows in the same compose window where they already send trip confirmations, itinerary updates, document requests, and payment emails.
That removes rollout friction and replaces scattered templates and saved drafts with one consistent workflow inside Outlook.
From rebuilding emails to one approved send

Build complete trip emails in one step

Toggles inserts the subject line, approved message, recipients, and required files for trip confirmations, proposal delivery, and other repeatable travel sends in one step.
That removes manual rebuilding and cuts the chance of sending the wrong version, wrong date, or wrong attachment to a client.
From inconsistent personalization to a repeatable standard

Keep the white-glove feel at scale

Advisors can personalize traveler names, destinations, dates, and trip specifics without rewriting the message or changing the approved structure.
Clients still get the white-glove travel experience, while your agency gets more consistent confirmations, updates, and post-trip communication behind the scenes.
From tribal knowledge to a repeatable agency process

Onboard new advisors with the right standard

Give new advisors approved workflows for inquiries, proposals, itineraries, final documents, and client updates from day one.
That shortens ramp time and helps your agency scale without relying on shadowing, saved drafts, or constant review from leadership.
Luxury travel team proof

Built for the way high-touch travel teams actually work

~2,000hours saved in under 5 months
18,575workflow applications
81%licensed seats active in 30 days
Read the case study

“Only Toggles has the unique template customization and seamless onboarding that we need. It lives where our team spends most of their workday.”

Operations LeaderLuxury Travel Agency, 70 seats
Relevant travel workflows

A consistent client journey from confirmation to follow-up

Each workflow helps advisors assemble a complete Outlook email with approved copy, trip variables, attachments, recipients, and signatures already in place.

ConfirmationHelps prevent missed details

Trip Confirmation

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

What Toggles handles
  • Subject line and approved wording
  • Trip and traveler variables
  • Itinerary attachments and advisor signature
View example
PaymentOften saves 5-10 minutes

Payment Reminder

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

What Toggles handles
  • Payment amount and due date
  • Approved instructions and payment link
  • Recipient and signature standards
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.

What Toggles handles
  • Traveler-specific checklist
  • Response deadline and secure links
  • Advisor contact and signature
View example
DocumentsHelps reduce rework

Forms and Document Request

Request passports, forms, waivers, and supporting documents with current instructions and deadlines.

What Toggles handles
  • Document checklist and due date
  • Required forms and upload links
  • Approved request copy
View example
Trip updateHelps prevent stale details

Itinerary Change Notification

Explain a timing, routing, hotel, or activity change without leaving old itinerary details in the message.

What Toggles handles
  • Updated itinerary fields
  • Revised attachments
  • Standard recipients and next steps
View example
Follow-upSupports consistent service

Post-Trip Follow-Up

Send a timely thank-you with a feedback request, referral prompt, or clear next-trip invitation.

What Toggles handles
  • Approved thank-you copy
  • Feedback and referral links
  • Personalized traveler variables
View example
Book a travel workflow walkthroughView the travel starter pack

Estimate the value of a more reliable travel email process

See how standardized itineraries, confirmations, payment emails, and document sends can reduce rework, mistakes, and review time across the agency.

Start with the travel emails your team sends most, then measure the capacity and consistency you can recover.

Adjust your assumptions
10

Regular senders of structured Outlook emails.

25

Messages with repeated wording or structure.

6 min

Prep time before Toggles workflows.

min

66%

For structured emails with repeated details.

$40/hr

Salary, benefits, and overhead if known.

Pricing assumptionBusiness Pro uses 10 billable seats at $180/year, including the 5-seat minimum.

Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.

Based on your inputs
Estimated annual value recovered
$34,320
Net annual value
$32,520
Projected hours recovered per year
858
Manual repeat-email cost per year
$52,000
Toggles annual cost
$1,800
ROI
1,807%

How this estimate is calculated

  1. Repeatable email volume x preparation time = manual email time.
  2. Manual email time x estimated reduction = hours recovered.
  3. Hours recovered x loaded hourly cost, minus Toggles cost = net value.
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Keep every trip email consistent from inquiry to follow-up

Start with advisor workflows for confirmations, reminders, forms, and itinerary updates.
Start your first travel workflowBook a Travel Workflow WalkthroughInstall from Microsoft AppSource

Customize the wording, trip fields, attachments, and recipients for your agency.