Forms

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11 articles in this collection
Written by Stephanie Gries and Kendra Rader

Where can I find Form Templates?

Learn about where you can find the Form Templates to inspire your Form creation process!
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Written by Kendra Rader
Updated over a week ago

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!
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Written by Kendra Rader
Updated over a week ago

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.
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Written by Kendra Rader
Updated over a week ago

How to add E-Signatures to Forms

Learn how to add E-Signatures to your Forms in Travefy.
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Written by Kendra Rader
Updated over a week ago

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.
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Written by Stephanie Gries
Updated over a week ago

Is my client’s credit card information secure?

Travefy is PCI-DSS compliant and works with compliant partners
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Written by Stephanie Gries
Updated over a week ago

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.
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Written by Kendra Rader
Updated over a week ago

Security Code Expiration

For security purposes, a credit card's security code will automatically expire after 30 days.
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Written by Stephanie Gries
Updated over a week ago

How to Preview a Form From Your Travefy Account

Previewing a Form so that you can experience like your client would.
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Written by Stephanie Gries
Updated over a week ago

What is Smart Fields?

Learn more about Smart Fields in the Form feature.
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Written by Kendra Rader
Updated over a week ago

How To Send & Share Forms

Learn how to share and send your custom-made forms with your clients all from your Travefy account.
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Written by Kendra Rader
Updated over a week ago