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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 over a week ago

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.

Note: At this time, Travefy does not recommend collecting and storing passport numbers/social security numbers/etc. using Travefy’s form system.
 Travefy is a secure platform, however recognizing the outsized sensitivity of such information our team will be releasing special fields with additional layers of security in the future for that type of information.

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

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