Forms

Stephanie Gries avatar Kendra Rader avatar Matt Bishop avatar +1
16 articles in this collection
Written by Stephanie Gries, Kendra Rader, Matt Bishop and 1 other

I can't find my client's CVV number on their credit card authorization response

Matt Bishop avatar
Written by Matt Bishop
Updated over a week ago

Where Can I find Form Templates?

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

How can I add a logo, image, or text field to my form?

Add a logo, image, or text field to a form.
Matt Bishop avatar
Written by Matt Bishop
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.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

How to View Clients' Credit Card Information

Viewing responses to the Credit Card Authorization Form
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

How to add E-Signatures to Forms

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

What happens when I click the "Delete Now" button in my Credit Card Authorization Form?

Learn what happens when you click the "Delete Now" button.
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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.
Stephanie Gries avatar
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
Stephanie Gries avatar
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.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

How do I manage my Form responses?

Learn more about how to manage responses from your travelers completed Forms.
Kendra Rader avatar
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.
Stephanie Gries avatar
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.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What is a Smart Field?

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

What are Forms?

Learn how to use the new Forms feature in your Travefy Account.
Kendra Rader avatar
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.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago