Once you have made your own custom Form you will be able to share and send your forms to your clients in several different ways:
In a contact profile
(If you would like to learn how to create a new Form please click here).
Sending a Form From Your Library
1. Go to the form
Go to the form you'd like to send.
2. Click Share
Click on the Share button in the top right corner!
3. Select how to share the form
A few options will appear in a drop-down menu.
Email Form to Clients
This option will be to email the form directly to the client(s). You can choose to include a custom message, use a Saved Message, or leave blank.
Share Form Link With Clients
This option will give you a link you can share that will lead to the form.
Note: Forms requiring an Electronic Signature will require the traveler to verify their identity via their email address. More info here: E-Signatures
Once the form is completed, the response will be found in the Forms tab in the contact's profile.
For more information on form responses, read here.
Sending a Form from a Contact Profile
1. Go to the contact profile
2. Click on Send Form
3. Select/Search
A small menu will appear, allowing you to select a form or search for a form.
4. Send Form
After you've selected a form, you'll be able to add a custom message and then send it!
Sending a Form from the Trip View
1. Click on the Trip
2. Click on +Add New and select Form
The +Add New button will appear on the bottom left corner of the Trip View. Once clicked, a menu will appear allowing you to choose Itinerary, Proposal, and Form.
3. Select/Search
A small menu will appear, allowing you to select a form or search for a form.
4. Click Share
After you've selected a form, it will be added to the Trip, and you can share the form by clicking on the Share button on the right-hand side.
5. Share Form
Share the form via your preferred method; in an email or as a link!
Sending a Form from a Trip
Once a Form has been added to a Trip, you can send it to your travelers by selecting the form from the list of items on the left-hand side, and then clicking the Share button.
You will have the same options there as you do for sending the Form from the Library or from a Contact Profile.
Questions? Chat with us in the live chat within your account or send us an email at Professional@Travefy.com.