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Send forms to collect client details, signed agreements, and authorizations 🎥

Alan
  • Updated

Forms in TravelJoy are collections of questions that your client can answer and submit back to you, helping you collect a lot (or a little) of information with a few clicks. There are several default forms in TravelJoy, and if you don't see the one you need, you can always create one!

Sending a form from TravelJoy is easy. Let's use the "Client Inquiry" form (one of the many default forms provided with your TravelJoy membership) as an example. This form collects some preferences from your client to help you build an itinerary.

Here's how you would send it:

First, everything starts with a trip, so create a trip. Within that trip, click the blue "Create" button and select "Form." 

On the next page, you'll see a dropdown with the complete list of forms you can send. In this example, we're going to select "Client Inquiry."

From here, you can click "Preview" at the top to see what the form will look like to your client, or you can skip that by clicking "Next: Review Email." 

Finally, check the details of the email that will be sent to the client, which will contain this form, and click Send. At this point, the client will receive and -- hopefully -- answer your form very soon.

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Comments

5 comments

Date Votes
  • Veronica Christian

    Can I send multiple forms at the same time?

    -7
  • Vincent & Vivian S
    • Edited

    i would like to put on my website, is there a video of how to create a link that has the banner instead of just the form?

    -2
  • Chelsey Moise

    Hi Vincent & Vivian S! To put a form on your website, you can embed the form by following the steps here: https://help.traveljoy.com/hc/en-us/articles/360016308691-Embed-a-client-inquiry-form-on-your-website 

     

    0
  • Next Exit Travels

    Hi TravelJoy team! Is there a timeframe after which a submitted form for a trip would create a new trip for that client? I have had a few clients submit trip feedback forms following their vacations and instead of attaching to the existing trip in my TravelJoy dashboard, it creates a new trip for that client. 

    Thank you! 

    0
  • Heather Jaynes

    Hi Next Exit Travels, great question! We may need to take a look at the type of form you're sending them, can you please send in a ticket request using the blue chat button in the bottom right corner of your TravelJoy account? I'd love to dive into this for you! 

    0

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