Uploading a passport image to a client profile
If you already have access to a client's passport image, you can upload it to the client's profile by visiting the "Passport Info" tab and dropping the image in the box provided, near the bottom of the tab:
Add a passport upload field to your form
Even better, you can add a field to any new or existing form that will allow your client to securely upload their passport photo, and the photo will automatically be saved on their profile. To get started, visit Templates -> Forms and open a new or existing form template.
In the form editing area, find "Client Passport Photo" on the right and drag it into your form:
Be sure to click Save when you are done editing your form.
Find, open, replace, or delete a client's passport photo
On the client profile, click the "Passport Info" tab and scroll down. Here, if you find a dashed-line box asking you to upload a passport photo, this means a passport photo does not currently exist for the client.
However, if you find a link to a file, this is the passport photo.
You can take the following actions:
Open: Click the file to open the image in a new tab
Replace: Click the three dots at the top-right and click "Replace" to upload a replacement passport photo
Delete: Click the three dots at the top-right and click "Delete" to delete the existing passport photo
Comments
4 comments
What assurances can I give clients who would like to know if storing their passport images is secure with TravelJoy? Â Thank you.
Hi Lesli!
All pages on TravelJoy are securely encrypted, including forms which allow the upload of passort details. To learn more about the security of the page, the client can click the lock to the left of the address bar in their browser. TravelJoy is also compliant with PCI digital security standards.Â
Additionally, we strongly recommend enabling two-step authentication, which provides the most secure experience for your account (and therefore, the data found in your account).
If you have any further questions, please don't hesitate to submit a support request!
I often have the lead traveler in the contacts list, but need to download more than one passport. Often the clients do not want to share an email for every person, so how do I store more than one passport?
Hi Pam!
Each time a form is submitted, it is collecting details on a single client and syncing those details with the client's profile. Each profile can store a single passport image.Â
In order to collect multiple passport images, the form would need to be submitted multiple times -- once per passenger -- and each passenger will need to list an email address to complete the required portion of their profile.Â
That said, one workaround here is for the lead traveler to use their own email address when submitting profiles for their kids (for example). Multiple clients can share a single email address as long as their names are not exactly the same.Â
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