Tutorial Videos
Explore our tutorial videos below to learn how to use the Trawiz application. We’ll continue adding new videos regularly to keep you updated.
1. Add New Offline Enquiry
This video walks you through how to create a new offline inquiry in Trawiz by filling in key client and trip details. It explains which fields are mandatory, how to assign leads, and how to capture additional requirements. Finally, it shows how the lead is stored and viewed within the CRM under the New Inquiry section.
2. Edit leads, Add notes and Change Lead Status
This video explains how to edit an existing lead in Trawiz, update key details, assign team members, and add notes. It also shows how to manage the lead lifecycle by moving it through different statuses—from new enquiry to booked, completed, or lost.
3. Assign enquiries to Group
This video shows how to assign an enquiry to a group in Trawiz and manage it more efficiently. It highlights the benefits of grouping enquiries, such as easier filtering, handling fixed departures, adding notes, and tracking group-level reports.
4. Add Users, Update Profile and Add Team Members
This video walks you through adding users and team members in Trawiz CRM, including setting permissions and subscription limits. It also covers updating account settings like logo and agency details, and explains how to assign leads to team members for better tracking and management.
5. Generate itinerary from Text Prompt or Supplier plan text
This video demonstrates how to create an itinerary in Trawiz using AI by either entering prompts or pasting a supplier plan. It shows how the system automatically generates detailed itineraries, including inclusions and exclusions, and allows further customization with edits and images.
6. Create an Itinerary from a Supplier/DMC document
This video shows how to create an itinerary in Trawiz by uploading a supplier or DMC document and using AI to generate the full itinerary. It explains how inclusions, exclusions, and images are automatically added, along with options to edit and customize the final output.
7. Add activities and transfers to itinerary (to build component-wise itinerary)
This video explains how to add transfers and activities to an itinerary in Trawiz, including selecting from the activity library or creating custom entries. It also shows how to generate a day-wise plan automatically based on added activities and transfers, with options to customize details and notes.
8. Add hotels to the itinerary
This video explains how to add and manage hotel options within an itinerary in Trawiz, including multiple categories like 3-star, 4-star, or custom labels. It shows how hotel details, room types, dates, and meal plans can be added and customized for client-ready itineraries.
9. Add flights to the itinerary
This video shows how to add flights to an itinerary in Trawiz using either live flight search or manual entry. It covers selecting flights, entering detailed flight information, and adding pricing, baggage, and cancellation details.
10. Add Visa, Transport like bus, train, ferry or other services such as guide to the itinerary
This video explains how to add visa details and additional travel components like transport, guides, or ferries to an itinerary in Trawiz. It shows how to include multiple entries and customize details for multi-destination trips.
11. Costing and Quote calculations in the itinerary
This video explains how to add and manage itinerary costing in Trawiz, including component-wise and per-person pricing. It covers applying margins, GST, multiple hotel options, and pushing final prices into the client-ready quote.
12. Generating the final itinerary
This video walks you through the final steps of reviewing and generating an itinerary in Trawiz. It covers assigning the itinerary to a lead, previewing it, and sharing it as a PDF or URL with customizable branding and image settings.
13. Change itinerary templates, manage itinerary settings, duplicate/edit itinerary versions
This video explains how to switch between different itinerary templates in Trawiz and customize their design, including colors, branding, and layouts. It also covers adding static branding pages, updating default settings, and creating multiple versions of an itinerary for different client options.
14. Send Non-itinerary Proposal - Only flight, Only Hotel, Cab rental or Visa proposals
This video shows how to create a non-itinerary proposal in Trawiz for services like flights, hotels, visas, or rentals. It demonstrates adding multiple options, inserting details using quick tools, and generating a professional, client-ready proposal.
15. Booking Management, Tracking Client Collections and Supplier Payments, Document sharing
This video shows how to manage your entire booking lifecycle, from finalizing itineraries and tracking billing, collections, supplier payments, and reminders to monitoring booking profitability. It also demonstrates how to organize all travel documents in Google Drive and share a single folder link with clients for easy access to tickets, vouchers, and itineraries.
16. Create Hotel & Trip Confirmation Vouchers
This video shows how to create professional hotel and trip confirmation vouchers by automatically pulling booking details from the finalized itinerary, while allowing you to make any last-minute edits before generating branded PDFs.
17. Whatsapp static flow setup
This video shows how to setup and customize your static flow Whatsapp experience in Trawiz. The static flow Whatsapp section lets you create structured menu-based conversations to guide clients through common queires and capture their enquiry into the CRM.