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:

1. You will want to go into your Library Tab and select the Form you want to send.

Library _ Travefy - Google Chrome 2022-01-14 at 3.05.22 PM

2. Once you have selected the Form, you will then want to click the "Share" button at the top right of the Form window.

Client Intake Form _ Library _ Travefy - Google Chrome 2022-01-14 at 2.49.18 PM

3. Next, choose how you want to share the form. Note: for forms that require an electronic signature, only the "email" option will be available.

Client Intake Form _ Library _ Travefy - Google Chrome 2022-01-14 at 2.51.54 PM

Below the line that says "Email Form to Clients", you can type in an email address. The blue paper clip button in the screenshot below will allow you to copy the form's URL if you want to share it via social media or through your website.

Client Intake Form _ Library _ Travefy - Google Chrome 2022-01-14 at 2.53.57 PM

After they've completed the form, the response will be found under that contact in your "Contacts" section or in the "Responses" tab of that form in the library.

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

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