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In this video tutorial, Bridget from Host Agency Reviews demonstrates how to copy free travel agent forms and outlines four necessary modifications to personalize them. She begins by selecting a form, specifically the travel interest survey, and clicks the orange button under the form to access the template page on Jotform. Viewers can preview the form and fill it out as a client would before deciding to use the template. No account is needed to copy the form, but logging in is recommended to save progress. The tutorial provides a step-by-step guide for users to successfully create and customize travel-related forms.