Profile Update Form
The Profile Update Form lets you send clients a pre-populated form so they can update their own information. Whatever they change syncs directly to their profile in your CRM — no manual entry needed.
Why Use It?
Pre-populated — the form already has their existing info, they just update what's changed
Skips authentication — unlike other forms, it bypasses the email verification step
Auto-syncs — when they submit, their profile updates automatically in your CRM
Option 1: Send from the Profiles Page
Go to Profiles on the left sidebar
Check the box next to one or more traveler names
Click Send Profile Update Form at the top
Select which form template to send, then click Send
💡 You can select multiple travelers and send to all of them at once.
Option 2: Send from Inside a Profile
Open the client's profile
Click Actions on the right side
Select Send Profile Update Form
Choose the form and click Send
Option 3: Send from a Trip
Open a trip → Planner page
In the left sidebar under Travelers, hover over a name
Click the action wheel → Send Form → select the Profile Update Form
What Happens After They Submit?
Their profile in your CRM updates automatically. You'll see the submitted form in the Received Forms tab of the trip (if sent from a trip) and in the client's profile under Forms.
Choosing Which Form to Send
The dropdown shows all your Travelers Information Form templates. If you have multiple (e.g., "Basic Form" with just name/email/phone and "Detailed Form" with preferences and travel docs), pick the one that matches what you need.
To create form templates, see Creating a Travelers Information Form.
Troubleshooting
Client didn't receive it?
Check the email address in their profile is correct
Have them check spam/junk — if they find it, mark as "Not Spam" and future emails will go to inbox
Verify the email was sent by checking the envelope icon → Sent tab
Form created a duplicate profile?
If the client used a different email to submit, a new profile may have been created. Use Merge Duplicate Profiles to combine them.
IC sent a form but can't see the response?
If an admin sent the form on behalf of an IC, the response comes back to the admin. ICs should send their own forms so responses are connected to their account.