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.

(If you would like to learn how to create a new Form please click here).

To start sending and sharing your forms, you will want to follow these steps:

Go to the form you'd like to send.

Click on the Share button in the top right corner!

A few options will appear in a drop-down menu.

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.

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.