Skip to main content

Sending a Form to your Client to Update their 'Existing' Profile

How to send a form in order to have your client update their existing profile in your CRM

Robbie avatar
Written by Robbie
Updated over 7 months ago

Option 1: Send from the general Profiles page to one or multiple clients

Step 1: Go to the Profiles section.

Step 2: Search for and select the profile(s) you want to send forms to.

Step 3: Click the 'Send Profile Update Form' button.

Step 4: Select the form that you want them to update their profile in, and click 'Send'.

Option 2:

Step 1: Open the client's profile.

Step 2: Click the 'Send Profile Update Form' button.

Step 3: Select the form you want and press 'Send'.

**Note**

If you only want the first name to show on the email that you are sending them, then click onto "travelers name" and delete the last name.

**Note**

Otherwise, it will show like the below photo with the First and Last name.

Did this answer your question?