Deposit Payment Instructions
An example workflow to send deposit payment details and booking next steps.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send deposit payment instructions and explain the next step required to secure the trip.
- Trip deposit request
- Cruise deposit instructions
- Booking hold payment request
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Deposit Needed to Confirm Your Destination Trip
Hi ClientFirstName,
To BookingStep for your upcoming trip to Destination, a deposit of $DepositAmount is due by DepositDueDate.
I've attached payment instructions for your reference. Once payment is received, I'll move forward with the next booking steps and send confirmation details.
Please let me know if you have any questions.
Thank you,
me::full_name
me::job_title | me::company
📞 me::phone | ✉️ me::email
Workflow context
When to use this workflow
Use this workflow when a travel client needs to submit a deposit to confirm a reservation, secure an itinerary, or begin booking.
What this replaces
This replaces manually drafting deposit requests, attaching payment instructions by hand, and retyping destination, amount, due date, and booking next step.
Why teams standardize this email
Deposit emails need to be clear and timely. A workflow helps travel advisors include payment details, explain what happens next, and review the draft before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the deposit payment instructions email in Outlook
- Prompts for client name, destination, deposit amount, due date, booking step, and advisor contact details
- Adds a destination-specific subject line
- Can include the configured deposit payment instructions attachment
- Keeps the email editable before sending
FAQ
Does Toggles process the deposit payment?
No. Toggles prepares the email and can include payment instructions. Payment happens through your existing payment process.
Can the booking next step be customized?
Yes. The workflow includes a booking step variable and the draft can be edited.
Does this send automatically when a deposit is due?
No. The advisor starts the workflow and sends the Outlook draft manually.
Part of a starter pack
Explore the Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.