Getting Started Guide - Getting Started Guide: Forms

Collect the details you need. Quickly, securely, and without the back-and-forth. In this video, you’ll see how to use Forms in Travefy to gather everything from trip preferences to credit card authorizations and e-signatures, all within a fully PCI-compliant experience. We’ll walk through how to set up a form, send it to your clients, and keep every response organized in one place so nothing gets missed. To start a free 10-day trial of Travefy go to https://info.travefy.com/getstarted 00:00 Forms Overview 00:30 Create a New Form 01:15 Add Questions and Fields 02:42 Signatures and Preview 03:02 Share via Email or Link 03:36 View and Assign Responses 04:18 Manage Forms in Contacts 05:01 Send Forms from Trips 05:23 Wrap Up and Next Steps Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.