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In this tutorial, David guides Tom Carpenter's clients on building a formal Travel Joy form for new clients. The form will create client profiles and include a client agreement that allows clients to agree to terms and conditions, fee structure, and insurance language by checking boxes. The video likely follows up on a template provided by Tom, and David will demonstrate how to customize the form by adding necessary fields and checkboxes. Clients can use Tom's language or draft their own to fit their communication style. The tutorial begins with navigating the Travel Joy interface on the left-hand side.
