Forms
Build any form, and the answers fill in each client file.
Add your questions, then drag and drop them into order. Each question says where its answer goes on the client’s file, so nobody copies answers out of an email.
Any agent can see the answers before the next booking.
Passports go to the client’s documents, meal and seat choices to their preferences, and emergency contacts to their notes. Each answer also stays with the form it came from.
- Email and phone answers can go straight to their contact details.
- Ask some questions only of people who aren’t clients yet.
Replace the PDFs your clients print, sign and scan.
Build each form once and send it as a link. Your client fills it in on their phone or computer without creating an account, and can stop and finish later.
Client details
New clients fill in their own details, so nobody types them in.
Terms and conditions
Your client reads your terms and signs by typing their name. You keep a record of who signed.
Card authorization
Your client adds a card for a hotel or supplier. It’s saved securely, without charging it.
Traveler details and passport
Each traveler gets their own copy, and the passport is read from a photo.
Preferences
Ask how they like their room and their mornings, and the answers go on their file.
After the trip
Ask how the trip went once they’re home, and keep the answers on their file.
Build anything else, like a rooming list for a group trip, from the same eleven question types.
Your client photographs the passport page instead of typing it.
Travel Dynamo reads the photo and fills in the six fields. Your client checks them and sends the form. The passport is saved on their file with the number encrypted, and if it expires too soon for the trip, you get a warning.
Collect card authorizations without card numbers in your email.
Your client opens the form with a code we email them, adds the card and signs. The card is encrypted before it leaves their browser and saved securely, without being charged.
- Nobody is asked for the security code. The card is deleted when it expires, after 60 days at most, or when you remove it.
- Only an owner or admin can show the number, after confirming it’s them. Each view is recorded, and the number hides after a minute.
- To take a payment, you’ll send an invoice from the trip, and your client will pay it by card. Coming very soon
Link a trip inquiry form from your website.
Share a link for people who aren’t clients yet. Each inquiry opens a client file. If the email belongs to a client you already have, the answers wait for you to file them.
- On a proposal page, each traveler who registers fills in the form you choose, and the answers are saved on their client file.
Send it to everyone on the trip, with the day you need it by.
Choose Everyone on the trip, set Needed by and pick how often to chase. Each traveler gets their own link, and anyone who hasn’t answered gets a reminder every three days, up to three times. The Forms page shows who still hasn’t. Forms for children can go to a parent’s email.
- Send it now or schedule it for later.
- Or let an automation send it to the trip’s main client when the trip is booked.
- Clients you’ve given the app to also find it in their Forms tab, with a notification.
See whose forms are still out, across all your trips.
The Forms page lists each form your agency has sent, with who has opened it, who is partway through and who has sent it back. Each trip and each client has its own Forms tab too.
- Filter by form, trip, traveler or the day it was sent.
Set up your traveler form once and send it to each trip.
14 days free. No card needed. Then $39 a month for you and $29 a month for each teammate, billed annually.