Proposal Power
What must happen before Fox can accept money from a traveler?
The traveler must sign/approve the proposal before money can be accepted.
What information should appear in a traveler's name on the proposal?
Lead passenger Last Name, First Name – Year Month – Destination.
The first time you import an ALG booking, what number will Travefy ask you to enter?
IATA
Where can advisors find the Travefy link for an FGV group?
In Teams: Vacation Travel → Files → FGV Travefy Links.
If a booking does not pull into Travefy, what feature can you use to manually build it?
Use New Event to manually build the booking
Where should advisors pull approved legalese and destination-specific wording from?
The Travefy Library.
What is the correct trip naming format?
Lead passenger Last Name, First Name – Year Month – Destination.
When Travel Protection Plus was purchased, where should it appear?
Move travel protection to Included and identify it appropriately, such as Travel Protection Plus – Full Travel Credit. Remove optional travel insurance from Not Included when it no longer applies.
What Saved Message should be used when sending an FGV proposal?
FGV Proposal
How quickly will changed flight information typically update automatically in Travefy?
Generally 24–48 hours after a flight change.
How can you tell that a traveler has approved a proposal?
The Approve Proposal area displays a green check mark.
What should you do with proposal sections that don't pertain to the client's trip or contain no information?
Delete items that don't pertain to the trip or sections that contain no useful information.
A client's transfers were upgraded from shared to private. What needs to change in the proposal?
Edit the wording to reflect the actual transfer purchased, such as changing “Roundtrip Shared Transfers” to “Roundtrip Private Transfers.”
After a signed FGV proposal is received, where does the advisor enter the customer's information?
Enter the customer's information into GroupMinder, including their email address and phone number.
A flight departs soon and the flight information has changed. Should you rely solely on automatic updating?
No. If departure is approaching, manually update Travefy rather than waiting for the automatic update.
A client signed the proposal and later makes a change. Do they automatically need to sign the entire proposal again?
Not necessarily. The Signature Authorization language explains that after signing, changes can be made without requiring the client to sign again.
A hotel room title doesn't list the requested bed type. How should you document a king-bed request?
Enter“Request: King Bed” in the Room/Bed Type field. Other special requests, such as honeymoon or low-floor requests, may also be added.
You're unsure whether a fee belongs under Included or Not Included. What source should you reference?
Use VAX as the reference for determining what is and is not included.
After customer information is entered following the signed FGV proposal, what does the advisor complete next?
Complete a Support Ticket
A green box appears when dragging an item in Travefy. What does that green box actually tell you?
The green box shows where Travefy allows an item to be dropped, not necessarily where the item should be placed. Follow the job aid.
The advisor should have a new proposal signed, make payment to the applicable supplier, and complete a Support Ticket.
Not necessarily. The Signature Authorization language explains that after signing, changes can be made without requiring the client to sign again.
Put these in a logical proposal flow:
hotel outbound flight airport-to-hotel transfer hotel-to-airport transfer return flight.
Outbound flight → Airport-to-hotel transfer → Hotel → Hotel-to-airport transfer → Return flight
A client purchased TPP and upgraded transfers. Explain the two key changes you should make to Included/Not Included.
Move TPP into Included with the appropriate detail and remove optional insurance from Not Included. Then change the transfer description from shared to private.
Describe the workflow after an FGV proposal is signed through the addition of the payment box.
After the signed proposal, the advisor enters customer information in GroupMinder, including email and phone number, and then completes a Support Ticket. Support adds the Payment Box in Travefy, and the Group Specialist applies the payment with the supplier
A proposal imports with missing hotel information, unused sections, and an incorrect transfer type. Name the cleanup steps the advisor should take.
The advisor should: