💡Note: To make the group management process even easier, we recommend using a Group Booking Page. You can find out more about this feature in this guide.

You've already learned how to publish a group form and the basics of how to send a group form. Here are a few advanced things you can do:

Turn a lead into a group plan

Use the group form to start with a lead and automatically add new client profiles and trips

Publish your group form, including any details about the trip you may already know
Note: you could duplicate the "Client Inquiry Form Template" and add group-specific information and questions
Send the link any way you like to your prospect and/or other leads in the same group
Each new form response will create a new trip within the group and a new Client Profile card in your contacts

Create a registration form and signed agreement in one

Add a signature to the Client Inquiry form to create a group registration form and signed agreement in one

Open the template for your group form
Click "See Advanced Options"
Check the box for "Require client signature" and select the Terms & Conditions you'd like to use
Publish the form, send the link, and all clients will have completed a client inquiry and a signed agreement in a single form

PROTIP: Make the most out of powerful group forms

Turn a lead into a group plan

Use the group form to start with a lead and automatically add new client profiles and trips

Create a registration form and signed agreement in one

Add a signature to the Client Inquiry form to create a group registration form and signed agreement in one

Comments

Turn a lead into a group plan

Use the group form to start with a lead and automatically add new client profiles and trips

Create a registration form and signed agreement in one

Add a signature to the Client Inquiry form to create a group registration form and signed agreement in one

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