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In this video tutorial, David guides clients of Tom Carpenter on how to create a client profile using Travel Joy. He explains how to build a client information form that includes a client agreement, allowing clients to agree to terms and conditions, fee structures, and insurance language by checking boxes. David notes that viewers may have received a template client agreement from Tom. He encourages users to incorporate this language or customize it to fit their own voice. The tutorial begins by navigating the Travel Joy interface, specifically focusing on the tools available on the left-hand side.