Option 1: Go to the Profiles section on the left hand side of the main page in PlanitEasy
Check mark your traveler(s) name and then press the ' send profile update form' button.
Select the form from the drop down list that you want your client to fill out and click 'Send'.
Option 2: Enter your clients profile and on the right hand side of the page, click the 'Actions' button and select the 'Send Profile Update Form'. A pop up will appear for you to select which form and then you can press 'send'.
The Advantage: Sending the Profile Update form surpasses the email authentication process for your travelers and pre-populates the forms fields with information you already have and allows them to update whatever is left on your form to fill out.