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How do I connect my ClientBase Windows Account to Travefy?

*This article is outdated, check out our new Help Desk at https://intercom.help/travefy

(ClientBase Windows integration is currently in beta. Please email us at professional@travefy.com when you use it to let you know how it works for you.)

*Video version at the bottom*  

When setting up your ClientBase Windows account to integrate with Travefy Professional you will first want to follow the steps below:

1. In your account, click Utilities on the top toolbar, then choose Live Connected Providers from the drop down menu

2. Next, search for Travefy, choose it, and press Add.

3. Enter the following information as shown below: 

4. Press OK and you are all set! 

 

 

To send confirmations to your Travefy itinerary, click here to watch a guided video.

As always, if you have any questions, contact us at professional@travefy.com.

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