But looking for a reliable way to capture client approvals inside the itinerary (not by email) and track supplier hold deadlines in one place. I’m juggling Travefy plus a Google Sheet to monitor 48-hour holds and T-45 final payments, but I need something that maintains a change log during customization to keep the client experience polished — any tools or templates you recommend?
Ran a similar “peer-led circles” add-on in Cook County, and a weekly 10-minute phone check-in — think of it like a trip reminder — cut misses by about a third; swapping paper journaling for quick voice notes helped low-literacy folks. Please send the digital packet for Cook County in PDF, and if you’ve got an MI one-pager, even better.
, juggling Travefy + a Google Sheet drove me nuts too — I switched to TravelJoy, where clients approve inside the proposal/itinerary link and it time-stamps the approval; I track “48-hour holds” and T-45 with tasks and auto reminders. Small caveat: the change log is basic, so I add a quick “what changed” note each update; worth a look: https://www.traveljoy.com.