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Insert Circle to the Client Travel Planning Form

Insert Circle to the Client Travel Planning Form

Aug 6th, 2022

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How to Insert Circle to the Client Travel Planning Form

4.9 out of 5

51 votes

hello my name is David and this is a video for clients of Tom Carpenter who use travel joy Im going to show you how you can build a formal travel joy to take info from new clients to create a client profile and how to include a client agreement in that new client info form so that your clients one agree to your longer terms and conditions document by just checking a box and two agreeing to your fee structure by checking a box and also three acknowledging your insurance language if youre watching this its probably because tom has sent you a template of a sample client agreement that you can use so Im going to show you how to build out the form add the fields add the boxes for your clients to check and for the language you can use the language Tom sent you or you can draft something in your own voice that sounds the way youd like to talk to your clients so lets get started the the first thing that we want to do is in travel joy on the left hand side youre going to see an area tha

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