An automated form can be created in the Trip, a contact, or the Task Menu.
For more information on automations, be sure to read the Automations Overview!
1. Click on the Trip
Clicking on the trip will open the Trip on the right-hand side of your screen.
2. Click on Tasks and Automations
3. Click on Add
4. Click on Automation
Once you've done so, some options will appear. Click on Automation.
3. Select Form under Automation Type
In the Automation Menu, click on Form.
4. Select the Form
Click on Search for a Form... and type in the name of the form you want to send.
5. Set Date/Time
Select the desired date and time for the form to be sent to your client.
You can either have a fixed date, as shown below:
Or you can have an automatic time, sent a certain number of days before or after the trip end date or start date.
Note: Automations will not send the form if a date and time are not set.
6. Select the recipients of the form
Under the Assigned To section, you'll be able to specify if the form is being sent to everyone on the trip, or only specific people.
If the form is only being sent to specific people, just select that option and type in their name!
7. Click Done
Once you've added all the desired information, click on Done in the top right corner of the Automation Menu.
