Overview
The TravelJoy workflow tends to be Client Inquiry → Proposal → Insurance Inquiry → Invoice → Pre-Departure Info. However, every agent has a different workflow, and TravelJoy provides robust tools to accommodate that. Below, we'll be combining three of our most popular data requests into one form to demonstrate how this can work for you.
In this case, we'll be combining a Client Profile Update, a Travel Insurance form, and a Passport Info and Pre-Departure form into a single form, collecting all of this information with one email to your client. It is important to note that we're starting with a copy of the Client Profile Update form, which is the one that already requests the most info.
- Step 1: Duplicate the Client Profile Update Form
- Step 2: Add Travel Insurance form details
- Step 3: Include passport info collection fields
Step 1: Duplicate the Client Profile Update form
To create a copy of the Client Profile Update form, head to Templates -> Forms and click the two pages to the right of this form:
This will open a fresh copy of the Client Profile Update form, allowing you to rename it and add elements. First, we'll rename our form to describe what it does for our own records:
Step 2: Add Travel Insurance form details
Next, we'll add the elements for an insurance form by adding a header, paragraph, and radio group at the bottom, just like on our Travel Insurance form:
💡 Note: If you aren't sure how to do this yet, check out our handy guide on building forms. Also, be sure to collect a client signature for this form since it includes the insurance form. To do so, click on “Show advanced form options” to expand and check “Add terms & conditions and require client signature”: |
Step 3: Include passport info collection fields
Adding the Passport Info and Pre-Departure information works in the same way, except we have these elements prebuilt into your options on the right side of the form builder:
When you click this button, the client's Passport Info options will automatically be added to the bottom of the form:
Edit this form as you see fit, add and remove questions, change the formatting, and when you're satisfied, click the “Save” button in the bottom right-hand corner of the screen before exiting. This form will now be available to send to any of your clients!
As you think about your own personal workflow as an agent and what works best for your clients, you can combine, separate, and modify all TravelJoy forms to find the most efficient solution for your needs, completely customized and always editable.
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