A Form Card lets you embed a published Custom Form directly into a Travel Dashboard, allowing guests to complete forms alongside their travel information.

Use Form Cards to collect:

• Traveler information
• Preferences
• Feedback
• Signatures and acknowledgments
• Waivers
• Questionnaire responses
• Any other information collected through your Custom Forms

Add a Form Card

1. Open a Travel Dashboard.
2. Navigate to a Section.
3. • If the section is empty: Select Form from the available card types.
   • If the section already contains cards: Click the + Add button in the right corner of the section, then select Form from the dropdown menu.
4. Fill out the Add Form pop-up (see below).
5. Click Save Card when finished.
   

Configure the Form Card

You can configure a Form Card through the Add Form pop-up. This appears when adding or editing a Form Card.

"Card Design" section

This is where you customize how the card appears on the Travel Dashboard.

• Card Title
• • By default, the title for the card will be "Form." You can edit this title as needed.
• Card Description:
• • Each Form Card includes a default description, which you can edit as needed.
  • By default, this description is displayed beneath the card title on the client-facing Travel Dashboard. However, once a form has been submitted, it will be replaced by the submitter's name(s), along with a preview icon, a pencil icon, or neither, depending on your Card Settings.
  • If you'd prefer the card description to always be displayed instead of the submitter names, disable the Show traveler names setting.
• Button
• • Turn the Button toggle on to display a call-to-action button on the card.
  • You can customize the button text to match your workflow, such as Complete Form, Submit Information, or + Add Guest.
  • • Tip: If this setting is turned off, travelers can only edit an already submitted form by clicking the Edit (pencil) icon, and only if Allow guests to edit form submissions is enabled in the form settings.

"General Information" section

Select a Form

• Choose the published Custom Form you want to display.
• The dropdown only includes forms that have been published.
• You must select a Custom Form for the Form Card to link to; the card will not save without a Form to draw on.

"Travelers List" section

Select existing Contact Profiles to prepopulate supported form fields with information already stored in each traveler's profile, allowing travelers to review, update, and complete their information more quickly.

You can also create new Contact Profiles here if you'd like to display a list of travelers on the form, each with a Pencil icon allowing them to complete or edit their own information.

Settings section

Read more about Form Card settings.

Editing a Form Card

After publishing your Travel Dashboard, click the Pencil icon on the Form Card to:

• Edit the Form Card settings.
• Replace the linked Custom Form with another published form.

Remember to republish the Travel Dashboard for your changes to take effect.

Tips & Tricks 💥

• Only published Custom Forms can be added to a Form Card.
• Travelers can save time by completing forms that are pre-populated with information from their Contact Profiles.
• Documents uploaded through Form Cards can automatically appear in a dedicated Documents Section when enabled.
• Travelers can edit previously submitted forms only if Allow guests to edit form submissions is enabled.
• Form responses are always saved to the traveler's Contact Profile, even if they aren't attached to a File.

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