How to book group travel like a pro: what TravelJoy, Inc. covered in TravelJoy's Groups Workshop. February 18, 2026 Try TravelJoy for free today See how TravelJoy can help you save time, stay organized, and look professional. Group travel can be one of the fastest ways to scale a travel business. Done well, a single group booking generates more revenue than a handful of individual trips, and it opens the door to repeat clients who want to travel together year after year. It can also be one of the most labor-intensive parts of the job. You're tracking deposits, chasing down forms, managing room assignments, and fielding messages from a dozen different travelers, all at the same time. Many advisors are doing this across a patchwork of spreadsheets, email threads, and payment links. There's a better way, and that's exactly what TravelJoy, Inc. showed in TravelJoy's first-ever Groups Workshop. This recap walks you through everything TravelJoy, Inc. covered, step by step, using a real example built from scratch during the session. What is group travel software, and why should you care? Group travel software helps travel advisors organize and automate the logistics of booking trips for multiple travelers at once: self-service booking, payment tracking, automated reminders, itinerary sharing, and client communication, all under one roof. TravelJoy was built to handle all of this without requiring you to stitch together five different tools. The whole group booking lifecycle lives in one place, which means less manual work for you and a more polished experience for your travelers. This workshop was about showing you what it actually looks like in practice. Why TravelJoy is the best choice for group travel. Here's what tends to get advisors excited when they see the groups workflow in action: * One link does most of the work. Your group booking page serves as your itinerary, your intake form, and your checkout page, all at once. Share a single link and let travelers book, pay, and fill out their information on their own time. * Inventory manages itself. Set a room or package limit and TravelJoy tracks availability automatically, marking options as sold out when they're full. No more manually counting who's booked what. * Payments run on autopilot. Set your deposit amount, your payment schedule, and your due dates once. TravelJoy sends the reminders so you don't have to chase anyone down. * Every booking creates a complete client record. When a traveler books through your group booking page, TravelJoy automatically generates their trip, client profile, signed invoice, and task reminders. You don't have to set any of it up manually. * The whole group stays organized in one place. The Group Status tab gives you a real-time view of who's booked, who's paid, and who's rooming with whom, without digging through emails or spreadsheets. * It looks professional to your clients. Travelers get a clean, polished booking experience and access to their itinerary right from the TravelJoy app. First impressions matter, and this one's a good one. The scenario TravelJoy, Inc. used. For the demo, TravelJoy, Inc. started with a client named Nicole. She had an individual trip and itinerary already built in TravelJoy for a birthday trip to Costa Rica. Then she decided to invite her friends and family along, which meant converting that individual trip into a full group experience, with a booking page her guests could use to sign up and pay on their own. Here's how TravelJoy, Inc. built it. Step 1: create the group. From the TravelJoy dashboard, click the blue "New" button, select "Group," give it a name, and you're done. The group is created and ready to build on. Step 2: build the group itinerary. You can build a group itinerary from scratch using TravelJoy's itinerary builder for travel agents, but if you've already built one for the trip, you don't have to start over. The Library feature lets you pull an existing itinerary into the group in seconds. For Nicole's trip, TravelJoy, Inc. searched her Costa Rica itinerary in the Library, selected it, and all of the content transferred over instantly. If you've ever manually rebuilt an itinerary you already spent hours on, you'll appreciate how much time this saves. Once travelers start booking, you can control exactly who sees what on the group itinerary. By default, everything is visible to everyone, so there's nothing to change unless you have specific items, like a private excursion or a particular flight, that only certain travelers should see. Step 3: set up the group booking page. This is where TravelJoy's group workflow really shines. A TravelJoy group booking page combines your itinerary, an intake form, and a checkout flow into a single shareable link. Travelers can browse the trip, pick their package, fill out their information, and pay their deposit without any back-and-forth with you. Here's what you're configuring when you build one: Traveler limits. Set the minimum and maximum number of travelers who can book together. For Nicole's trip, the hotel accommodated singles and couples, so TravelJoy, Inc. set a minimum of 1 and a maximum of 2. Dates. You can have everyone traveling on the same dates, within a flexible date range, or choosing from a set of options. Packages. These are the room or cabin options you're offering. Each package connects to a specific item on your group itinerary and can include occupancy-based pricing. Set a price for single occupancy and a separate price for double, and TravelJoy calculates the per-person cost automatically based on what the traveler selects. You can also cap inventory, and the page will mark a package as sold out once it's full. Deposits and payment schedules. Set a deposit amount and a final payment due date. Reminders go out automatically, so you're not the one following up. Discount codes. Add promo codes with a dollar amount off. Nicole wanted to offer $50 off for anyone who booked within 30 days, so TravelJoy, Inc. set that up with a custom code. Travel insurance. TravelJoy integrates with Faye so travelers can add insurance directly at checkout. Intake forms and task lists. Collect traveler information at the time of booking and optionally auto-assign tasks to their trip once they register. When you're ready, hit Publish and share the link. Every booking that comes through after that automatically creates a trip, generates client profiles, saves the signed invoice, logs the authorized deposit, and queues up any task reminders you've set. The setup takes a few minutes. Everything else runs on its own. To see what it looks like from the traveler's side, TravelJoy, Inc. went through a full booking during the demo. The experience is clean and straightforward: browse the itinerary, select a package, review the pricing breakdown, enter traveler details, apply a discount code if you have one, and pay. No confusion, no friction. Best practices for group itinerary management. A few things that make group itinerary management smoother, whether you're new to TravelJoy or just getting started with groups: Use the Library whenever you can. If an itinerary already exists for the trip leader, don't rebuild it. Pull it into the group and move on. You can also do this with individual itinerary items or whole sections. Connect every package to an itinerary item. This is what makes visibility controls work and keeps everything organized as travelers book. If you're offering multiple packages, each one needs its own itinerary item to connect to. Lean into personalization with visibility settings. The default setting shows everything to everyone. You can adjust it when you have content that's specific to certain travelers. Build your templates once, use them everywhere. Intake form templates and task list templates save you from repeating the same setup across every group. TravelJoy, Inc. is covering templates in depth in its next workshop. What happens after the group booking page goes live? Once the booking page is published, TravelJoy automates the routine work for you. Payment reminders go out on schedule, tasks get assigned, and the Group Status tab keeps everything visible without you having to check in on each traveler individually. The goal is to shift your time away from logistics and toward the parts of the job that actually require you: planning great trips and taking care of your clients. Watch the replay. The full workshop recording is available on its YouTube. You can also visit its Groups Help Center for step-by-step guides on everything covered here. If you're not yet using TravelJoy and want to see this workflow in action for your own groups, start a free trial today.

Introducing Itinerary Copilot: your ai-powered travel planning assistant. See how TravelJoy can help you save time, stay organized, and look professional. I'm incredibly excited to share what TravelJoy, Inc. has been building at TravelJoy: Itinerary Copilot, a specialized AI assistant designed to supercharge how you create proposals and itineraries. It lives right in its itinerary builder, making it easy to integrate directly into your workflow. This isn't just another product update. It's a glimpse into what TravelJoy, Inc. believe is the future of travel advising, where technology handles the busywork so you can focus on what truly matters: curating extraordinary experiences and connecting with your clients. Why this matters now. Let me start with something TravelJoy, Inc. believe deeply: Travel advisors matter more with AI, not less. TravelJoy, Inc. is already seeing AI flood the internet with content, creating more noise than ever. But expert travel advisors can cut through that noise. You're not just Googling hotels and reading reviews. You're actually walking properties, attending ship inspections, going to conferences, talking to your network, building supplier relationships, and bringing back firsthand knowledge that clients can actually trust. That credibility and curation only gets more valuable as the online world becomes noisier. And here's the thing: AI can't replace your firsthand expertise. But when used in the right way, it can supercharge it. At TravelJoy, its focus is simple: to amplify the advisor and the human advantage. TravelJoy, Inc. like to say TravelJoy, Inc. is building the Iron Man suit for travel advisors. It's technology that gives you superpowers where they matter most, while taking care of the tedious tasks you shouldn't have to do yourself. Because the future isn't advisor or AI: it's advisor empowered by AI. You're the hero. You're the one wearing the suit. TravelJoy, Inc. is building the technology that helps you move faster and deliver even more extraordinary experiences for your clients. Its three AI principles. As a tech partner to thousands of advisors, TravelJoy, Inc. is working incredibly hard to stay ahead of the curve, so that advisors can focus on their core business. TravelJoy, Inc. believe it's important to define where TravelJoy, Inc. stand and to be transparent about how TravelJoy, Inc. is thinking about AI at TravelJoy. As TravelJoy, Inc. build this future, three principles guide every step: * Advisor-first, always. You're the heart of every great trip. TravelJoy, Inc. leverage AI to handle the tasks that slow you down, so you can focus on delivering the insight and creativity that only you can provide. * Useful over flashy. TravelJoy, Inc. care about impact. Every feature is designed to help you actually accomplish something real: close more bookings, serve clients better, or get your evenings back. * Private and secure. Your business data belongs to you, period. TravelJoy, Inc. don't use your information or your clients' data to train public AI models, and TravelJoy, Inc.'ll keep it that way. Its AI journey so far. Since day one, TravelJoy, Inc. has always started with advisor problems and worked backward to find the best ways to solve them. Early on, the team and I met with advisors in their offices, coffee shops, even their living rooms. It was the same thing I saw while growing up in the industry supporting my mom's agency business: death by a million spreadsheets, tasks everywhere, and endless manual work. TravelJoy, Inc. saw that 80% of the effort was going into busywork, not on leverage, not creativity, not on revenue-generating activities. Its vision was born to flip the model away from 80% busywork to 80% curation. TravelJoy, Inc. see AI as a massive opportunity to accelerate that vision. Every AI feature TravelJoy, Inc. has built has been one more piece of that Iron Man suit: * Passport parsing: Saving you time by eliminating manual data entry * Magic Importer: No more copying and pasting from flight screenshots and supplier PDFs * Opportunities: Growing your business by leveraging past trips to suggest new trip opportunities And today, TravelJoy, Inc. is taking its next big leap forward. Introducing Itinerary Copilot. Copilot is a specialized AI assistant built directly into your proposal and itinerary workflow. It's designed to help you move faster, curate with confidence, and deliver client-ready work in a fraction of the time. Whether you're creating proposals, building itineraries, or polishing the final version before it goes to your client, Copilot is right there beside you. Copilot as your assistant. You give simple direction, and Copilot takes care of the rest: setting up proposal structure, pulling in information, organizing details, and freeing you to focus on your clients. Imagine this: You've just gotten off a first call with a client planning their Bali honeymoon. You have a vision for their trip and a few notes from the call. Instead of spending an hour setting up a proposal from scratch, you simply paste your notes into Copilot and ask it to create a proposal with sections for flights, hotel, and activities. In seconds, Copilot has added all dates and items in the right sequence, pulled in hotel descriptions and images, added placeholder flights with descriptions, and even recommended activities based on your notes. A few minutes after your call, you're ready to send them a polished first look. Copilot as your researcher. Today, you're checking countless sources: your DMCs, suppliers, advisor forums, consumer sites, and more. In a recent TravelJoy member survey, over 50% of advisors told TravelJoy, Inc. they're already leveraging AI to perform research, but fact-checking is still a huge time investment. TravelJoy, Inc. imagine a world where decisions that once took hours of research now take minutes, without sacrificing accuracy or trust. Where every source that matters to you is seamlessly woven into your proposal workflow: real-time data from the web (with sources), your TravelJoy library, insights from your FAMs and conferences, and the latest information from your advisor networks. Here's how it works: You're planning an Alaska road trip and you've found the perfect plane tour through Denali National Park on a supplier website. Instead of manually copying all those details into your itinerary, you simply share the URL with Copilot and ask it to add it to your itinerary. Copilot then adds a complete activity item with the title, pickup location, duration, an accurate description, and relevant images. You're in total control over what source material Copilot uses. You've done the work of picking the perfect experience, and Copilot handles the admin that comes after. You can also use Copilot for early-stage research. Planning a trip to Greece for a history buff? Ask Copilot to add sightseeing activities for Athens and Santorini with explanations of historical significance, best times to visit, and source links. Copilot puts together an initial shortlist to help you get started, and the provided sources makes it easy to verify the information. Copilot as your editor. As powerful as speed is, what truly earns client trust is quality. Advisors told TravelJoy, Inc. a big source of stress and time is proofreading every itinerary: catching typos, verifying timing, checking logic. As an editor, Copilot can be your built-in second set of eyes, helping ensure your work is polished, accurate, and client-ready before you hit send. TravelJoy, Inc. imagine a world where every itinerary that leaves your hands is professional, aligned with your brand, and tailored to each client's preferences. Copilot makes this real: Working on an Aruba proposal with three hotel options? Ask Copilot to make the descriptions shorter and add a summary of sports and outdoor activities available. It distills each hotel into a punchy summary with key amenities bulleted so your clients can quickly compare. Need to check for errors before sending? Ask Copilot to review your itinerary for discrepancies with hotel timing. It might find a missing night without a hotel covered, and helps you add the perfect hotel to fill the gap, ensuring every detail is covered before your client sees it. This is just the beginning. Copilot gives you the freedom to focus on creativity and human connection. The role of AI isn't to replace your expertise. It's to multiply it. TravelJoy, Inc. truly believe there's an opportunity to 10X your productivity, not by working harder, but by letting technology handle the rote tasks that get in the way of your creativity and connection. The future of travel advising is here. And you're wearing the suit.