Core Client Travefy Form Bundle

Stop chasing client information across emails, texts, and sticky notes.

The Core Client Travefy Form Bundle gives you a complete set of ready-to-use forms designed to streamline the most common steps in the client journey inside your Travefy account. Instead of building everything from scratch, you can simply copy these templates into your library, customize them for your brand, and start using them immediately.

These forms help you collect the right information at the right time while maintaining a polished, professional experience for your clients. They are designed to reduce back-and-forth communication, protect sensitive information through Travefy’s secure system, and keep your workflow organized as your business grows.

Inside this bundle you’ll receive templates for:

1. Lead Intake Form with Calendly embedded
2. Lead Intake Form without Calendly embedded
3. Client Information Form
4. Passport Details Form
5. Emergency Contact Information Form
6. Travel Preferences Form
7. Travel Insurance Acknowledgement Form
8. Proposal Agreement Form
9. Travel Insurance Waiver Form
10. Trip Change Form
11. Trip Cancellation Form
12. Interest Form with Calendly embedded
13. Release of Information Form
14. Credit Card Authorization Form

Each template is designed to work within Travefy’s form builder using built-in features like smart fields, protected fields, document uploads, electronic signatures, and secure credit card authorization.

All forms are delivered with a simple guide explaining how to copy them to your account, add your branding, and customize them for your business.

If you want a more structured, professional client intake process without spending hours building forms from scratch, this bundle gives you a solid foundation to start from.

This bundle also includes an example form flow to help you understand when to send each form throughout the client journey.

Instead of guessing which form to use and when, this guide outlines a clear workflow from the first inquiry through booking, trip changes, or cancellations. It helps you integrate these templates into your existing Travefy processes so you can collect the right information at the right time without overwhelming your clients.

Think of it as a quick reference for turning these forms into a smooth, repeatable system inside your business.