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Autofill Travel Agency Agreement Template

Autofill Travel Agency Agreement Template

Aug 6th, 2022

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How to Autofill Travel Agency Agreement Template

5 out of 5

70 votes

In this video tutorial, David guides Tom Carpenter's clients on how to create a formal client profile using Travel Joy. He demonstrates how to build a new client info form that includes a client agreement. This agreement allows clients to consent to the terms and conditions by checking a box, agree to the fee structure, and acknowledge insurance language. Viewers may have received a template for a sample client agreement from Tom, which David will help customize, including adding necessary fields and checkboxes. He encourages using Tom's language or drafting personalized wording to suit their communication style. The tutorial aims to facilitate the onboarding process for new clients.

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