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).

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.

A small menu will appear, allowing you to select a form or search for a form.

After you've selected a form, you'll be able to add a custom message and then send it!