Help Center | sendVoyage

Getting started

Try sendVoyage for free

Open an evaluation account, import one itinerary, and check whether the workflow fits your team.

Set up your organization and first proposal

Set up your workspace details, then create and review the first proposal your team will share.

Proposal workflow

Importing itineraries & creating trips

Turn existing itinerary documents, spreadsheets, and trip images into structured digital proposals using sendVoyage's AI parser.

Reviewing an imported proposal

Verify AI-assisted extraction results, dates, prices, and accommodations before sending to a traveler.

Using saved plans & master templates

Save successful itineraries as master templates to quickly spin up new proposals for clients.

Trip editor

Editing trip itineraries & proposal content

Follow the exact trip editor steps to change a proposal, check it, and publish it for a traveler.

Trip editor toolbar buttons

Understand every button in the sticky toolbar at the top of the trip editor.

Trip settings in the editor

Use the Settings modal for trip basics, dates, assignment, language, theme, and header media.

Inline block controls in the trip editor

Use the block bar on each content section to edit, move, duplicate, add images, or delete itinerary content.

Branding

Add your branding

Set organization identity, contact details, logo, colors, and account-manager presentation.

Managing photos and videos

Upload approved media, find it again, and add images to trip proposals.

Managing your account manager profile

Update personal display details, upload a profile photo, write a bio, and secure your account.

Choose a brand for a trip

Apply the right approved brand so a proposal shows the correct company identity to travelers.

Publishing and sharing

Previewing & sharing traveler pages

Open the traveler page before sending a proposal link.

Publish and share a proposal

Create a client-facing proposal link after the content has been checked.

Manage trip links and status

Use the Trips list to copy proposal links, turn links on or off, and keep each trip status current.

Add traveler documents and vouchers

Upload trip documents to a trip and choose who can open them from the traveler page.

Follow-up

Proposal activity and follow-up

Review proposal opens and client actions, then follow up on stale proposals across your team.

Follow up after sharing a proposal

Use proposal activity and a clear client follow-up to keep shared travel plans moving.

Workspace

Managing your trip proposals

Find trips, open the editor, copy links, export a list, and keep the worklist organized.

Duplicate a trip

Copy an existing proposal into a new draft without changing the original.

Managing client contacts & travelers

Organize your client address book, track traveler contact details, and link client profiles directly to proposal itineraries.

Managing clients & trips overview

Keep your travel clients, contact details, and trip proposals organized.

Managing organization settings & team seats

Configure company identity, upload logos, set legal footers, and invite team members.

Invite team members

Add organization members and control who can manage settings.

Using the private Knowledge library

Use approved historical itinerary material as a private reference while creating new trips.

Account and billing

Plans and billing

Understand when paid access applies and what plan differences are expected to cover.

Account access and security

Sign in, reset a password, and use the correct organization invitation path.

Manage your profile and contact details

Keep the account-manager details shown to clients accurate and ready for proposal follow-up.

Plan changes and billing questions

Know what to prepare when your organization needs a plan, seat, invoice, or billing change.

Troubleshooting

Fix import problems

Handle common upload, source text, and review issues during itinerary import.

Contact support

Send a support request with the context needed for a useful reply.

Fix a proposal link that is not working

Check a traveler proposal link, confirm its published content, and resolve common sharing problems.