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Find guides, tutorials, and answers to common questions about travflex CRM.
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Getting Started
Set up your agency, invite your team, and start using travflex in minutes.
- Creating your free account
- Agency setup walkthrough
- Inviting team members
- Understanding your dashboard
Enquiries & Proposals
Manage incoming enquiries, create quotations, and send professional proposals.
- Creating a new enquiry
- Building quotations & proposals
- Using enquiry pipelines
- Bulk importing enquiries
Bookings & Operations
Create bookings, generate vouchers, and manage day-to-day operations.
- Converting enquiries to bookings
- Generating vouchers & itineraries
- Managing hotel & transport bookings
- Tracking booking status
Team & Settings
Manage your team, configure roles, and customise your agency settings.
- Inviting & removing team members
- Role-based access control
- Customising pipeline stages
- Branding & logo settings
Billing & Account
Manage your subscription, update billing info, and handle account settings.
- Understanding your plan
- Updating payment method
- Downloading invoices
- Upgrading or downgrading
Integrations
Connect travflex with your favourite tools and services.
- Email integration setup
- WhatsApp Business connection
- Payment gateway setup
- API & webhooks
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