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Forms Overview
Forms Overview

Learn how to use the new Forms feature in your Travefy Account

Kendra Rader avatar
Written by Kendra Rader
Updated today

Doesn't look familiar? You might be in the new Trips view! See here for the new updates

Forms in Travefy allows you to create your own custom questionnaire to capture client information and travel preferences. We'll go over some of the basics here.

How do I make a form?

Making a new form in Travefy is easy! Here's how:

1. Go to your Library

When on your Travefy homepage, just click on the Library tab in the top left side.

2. Make a new Form

Click on +New Library Item, and then select Form at the top of the drop-down menu.

3. Add questions

A new empty form will appear, and you can add questions/text/a photo by clicking on +Add New.

Questions? Chat us in the live chat within your account or send us an email at Professional@Travefy.com.

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