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In this video, David guides clients of Tom Carpenter on how to create a client profile in Travel Joy. He explains how to design a new client info form that includes a client agreement, allowing clients to agree to the terms and conditions, fee structure, and insurance language by checking boxes. David notes that viewers may have received a sample client agreement template from Tom to assist in this process. He emphasizes the flexibility to use provided language or draft custom wording. The tutorial begins with navigating to the appropriate section in Travel Joy to start building the form.