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In this video, Bridget from Host Agency Reviews explains how to copy free travel agent forms and customize them. To start, viewers should select a form of interest, such as the travel interest survey, by clicking the orange button below it. This directs users to the template page on JotForm, where all available forms can be viewed. Users can preview the form and simulate filling it out to understand client experience. When ready, they can click "Use Template" to access the form without needing an account; however, logging in is advised to save progress. Bridget emphasizes four key changes to personalize the forms for individual use.