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Sending a form in a Trip
Sending a form in a Trip
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a month ago

You can now add and send forms to a Trip!

Here's how:


1. Click on the Trip

Click on the Trip you would like to add a form to. This will open the Trip View.

2. Click on +Add New

The +Add New button will be in the left corner of the Trip View.

After you click on +Add New, three options will appear. Click on Form.

3. Select a Form

After you've clicked on Form, you can then select, search for, or create the form you would like to use.

4. Click on Share

After you've added the form to the Trip, click on the Share button, and you can send that form as an email or a link.

Resending a Form

You can also now resend a form to a customer with just a click!

Once a form has been sent, you can quickly re-send the form(custom message included!) by clicking on the Re-Send Button that appears next to the traveler's name:

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