Forms

Where can I find Form Templates?

Learn about where you can find the Form Templates to inspire your Form creation process!

Written by Kendra Rader
Updated yesterday

Where can I view my client's responses to my Credit Card Authorization Forms?

Learn more about where you can view information filled out by your client on the Credit Card Authorization Form!

Written by Kendra Rader
Updated yesterday

How to turn off the Two Factor Authentication in your Travefy Account

Follow the steps to turn off the Two Factor Authentication Feature in your Travefy account.

Written by Kendra Rader
Updated yesterday

How to add E-Signatures to Forms

Learn how to add E-Signatures to your Forms in Travefy.

Written by Kendra Rader
Updated yesterday

How to retrieve credit card information from a client in your account

Retrieving credit card information from a client after they submitted a credit card authorization form.

Written by Stephanie Gries
Updated yesterday

Is my client’s credit card information secure?

Travefy is PCI-DSS compliant and works with compliant partners

Written by Stephanie Gries
Updated yesterday

How To Create A Credit Card Authorization Form

Learn more about how you can collect payment information from your client, with this compliant and secure feature in your Travefy account.

Written by Kendra Rader
Updated yesterday

Security Code Expiration

For security purposes, a credit card's security code will automatically expire after 30 days.

Written by Stephanie Gries
Updated yesterday

How to Preview a Form From Your Travefy Account

Previewing a Form so that you can experience like your client would.

Written by Stephanie Gries
Updated yesterday

What is Smart Fields?

Learn more about Smart Fields in the Form feature.

Written by Kendra Rader
Updated yesterday

How To Send & Share Forms

Learn how to share and send your custom-made forms with your clients all from your Travefy account.

Written by Kendra Rader
Updated yesterday