Complete a form on behalf of your client

You can now fill out trip forms on behalf of your clients, making it easier to complete forms when you already have their information or are guiding them through it in real time. 

Create the form or open an existing one

Open the trip and click the blue Create button. From there, select Form. If you already have the form in your Files tab, click on the form to open it. 

Enter your client's details 

Then, click "Next” button and select "Fill out on client's behalf," complete the form with the client's details, and click the Submit button in the top right corner.