Send a form
Forms are one of the easiest ways to streamline your workflow in TravelJoy.
Instead of going back and forth over email, you can send your client a form to collect all their trip details in one place—organized, attached to the trip, and easy to reference anytime.
In this video, you’ll learn how to:
• Send a form from a trip
• Choose the right template (including the Client Inquiry form)
• Preview what your client will see
• Customize the email before sending
• Find completed responses inside the trip
We’ll also cover how to embed forms on your website so new inquiries automatically create a client and trip in TravelJoy, plus how to create your own custom forms.
Once you start using forms, you’ll spend less time chasing details and more time actually planning the trip.
Try TravelJoy for free for 7 days: https://traveljoy.com