Travefy offers Form Templates to provide an outline and a getting started point for our users to help with getting started with creating Forms!
To see where you can find the Form Templates in your Travefy account you can follow the steps listed below!
1. Click on "Resources" in the Nav Bar
After selecting the Resources tab, select "forms"
2. Make a new Form
Click on +New Library Item, and then select Form near the bottom of the drop-down menu.
3. Click on Create from Template
You'll be presented with an empty form, but that's just fine! Just click on Create from Template right next to +Add New.
4. There they are!
After clicking on Create from Template, you'll be able to see the three built-in templates that Travefy provides.
These templates include:
New Trip Inquiry
Insurance Waiver
Proposal Agreement
Credit Card Authorization
Simply click on the one you'd like to use, and you're off! The questions that populate in the form are yours to be rewritten, rearranged, or deleted as you please.