Our Travelers Information Form is an easy way to get client information into your Profiles section (our CRM). Start by clicking on the Travelers Information button to open the form.
Once opened, you will give your form a name. You could for example create one form that is shorter and only asks for basic information and call this form "Basic Form" and create another more extensive form that includes client preferences, etc. and call that form "Detailed Form".
After filling in the Form Name you will click on the Select button under the Form Field section (shown below)
Here you will select the fields you want your clients to fill out.
If you would like to customize a field simply drag the Input Field button into the large rectangular box to set up your custom field. Once you've done that you MUST click the little pencil edit button to type in your question. It does NOT go in the bar you first see below. That's where you're client will eventually fill in their answer.
Next, click the small 'Save' button just below the Value field to save your question (as shown directly above in the circle). You can continue to add custom fields as needed and then click the pink SAVE button to complete your form.
Your form will then show up in your Travelers Information Form section as seen below.
To share a link to your form on your website, in an email, or on your social media platforms click the small URL button to the left of the pencil edit button as shown below.
Once your client has filled in and submitted their form, it will sync into your Profiles section and be displayed there as long as you have Auto Add turned on. Below you will notice some are turned on (in green) and others are off. If you'd like to review the profiles before synching them to your CRM, keep it turned off.
And that's it! As always, reach out if you have any other questions!