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In this video, Bridget from Host Agency Reviews explains how to copy free travel agent forms and customize them. She demonstrates with the travel interest survey form. Viewers are instructed to click the orange button below the desired form to access the template page on JotForm. There, users can preview the form and fill it out as clients would. Once ready to use the template, they can click "use template" without needing an account, although logging in is recommended to save progress. The tutorial emphasizes making four essential changes to personalize the forms.