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Reduce travel email mistakes and keep every client send consistent

Standardize itineraries, trip confirmations, payment instructions, document requests, and client updates so every advisor sends the right message with the right files and recipients.

✈️ Missing itinerary details create avoidable client confusion

💳 Incorrect dates, attachments, or traveler details slip into repeat sends

📋 Advisors rebuild the same confirmations, updates, and document emails again and again

🧩 Travel workflows run directly inside Outlook without changing how advisors work

Start your first travel workflowBook a quick walkthrough

Works directly in Outlook. No new tools for advisors to learn.

Send us examples like trip confirmations, payment reminders, document requests, or pre-departure emails. We'll help turn the first 3 into reusable Outlook workflows for your team.

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

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

Curated workflows for luxury travel teams

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

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.

What Toggles handles
  • Approved copy and discovery questions
  • Client and advisor variables
  • Signature and next-step links
View example
InsuranceHelps prevent missed timing

Travel Insurance Reminder

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

What Toggles handles
  • Approved insurance reminder copy
  • Deadline and trip variables
  • Recommended links and signatures
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.

What Toggles handles
  • Payment variables
  • Approved instructions
  • Recipient and signature standards
View example
BookingHelps prevent missed attachments

Booking Confirmation

Assemble confirmation emails with itinerary details, attachments, recipients, and polished client copy in one Outlook workflow.

What Toggles handles
  • Trip and traveler variables
  • Itinerary attachments
  • Approved confirmation copy
View example
DocumentsHelps reduce follow-up

Passport & Document Request

Request passports, forms, and traveler documents with the correct checklist, deadlines, and recipient guidance.

What Toggles handles
  • Document checklist copy
  • Deadline variables
  • Required forms and links
View example
DepartureHelps prevent missed attachments

Pre-Departure Email

Send the final pre-trip message with approved reminders, attachments, traveler details, and advisor contact information.

What Toggles handles
  • Pre-trip reminder copy
  • Final document attachments
  • Advisor signature and contacts
Follow-upOften saves 3-5 minutes

Welcome Home Follow-Up

Keep post-trip outreach consistent with thank-you copy, feedback prompts, and the right advisor signature already applied.

What Toggles handles
  • Approved thank-you copy
  • Feedback and referral prompts
  • Personalized traveler variables
SupplierHelps reduce rework

Supplier Confirmation

Confirm supplier details with the right trip variables, attachments, and internal recipients included before send.

What Toggles handles
  • Supplier-specific variables
  • Internal recipients
  • Required booking attachments
VIPSupports consistent service

VIP Client Update

Give high-touch clients a consistent update with approved copy, personalized details, attachments, and signature standards.

What Toggles handles
  • Approved update copy
  • Client and trip variables
  • Attachments and signature
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.
Start your first workflowBook Free Setup Call

Keep travel client communication consistent as your agency grows

Standardize itineraries, confirmations, payment emails, and document sends so every advisor can scale service without introducing variation.
Start your first travel workflowBook a quick walkthrough

Works directly inside Outlook. No separate tool for advisors to manage.