Custom Forms

Build Any Form Your Business Needs

Go beyond the standard quote request form. Create custom intake forms, post-trip surveys, event sign-ups, or anything else — then share them anywhere and collect responses directly in your CRM.

Drag-and-Drop Form Editor

Add fields, reorder them by dragging, and preview your form in real time. No coding, no third-party tools. Name your form, add a description, and choose exactly what information you want to collect.

  • Add, remove, and reorder fields with drag-and-drop
  • Set fields as required or optional
  • Preview exactly what submitters will see
  • Create unlimited forms for different purposes

Every Field Type You Need

Build forms that collect exactly the information your business needs. Choose from a full set of field types designed for real travel agent workflows.

Text

Names, addresses, short answers

Email

Auto-validated email addresses

Phone

Phone numbers with formatting

Dropdown

Pick from a list of options

Date

Travel dates, birthdays, deadlines

Textarea

Special requests, long notes

Checkbox

Agreements, opt-ins, preferences

Number

Guest count, budget, room count

Share It Anywhere

Every form gets its own public URL tied to your marketing code. Share it on your website, in emails, on social media, or anywhere you connect with clients. Anyone can fill it out — no login required.

🔗

Copy the form link

🌐

Share on your site or socials

📥

Submissions land in your CRM

Review Submissions in One Place

Every form response is captured and stored in your CRM. Open the submissions viewer to see who filled out what, when they submitted it, and every field they entered. No spreadsheets to download, no email threads to dig through — everything is right there in your dashboard.

Forms for Every Situation

Client Intake

Collect dietary restrictions, accessibility needs, celebration dates, and preferences before the trip.

Post-Trip Feedback

Send a survey after the vacation to gather reviews and testimonials you can use in marketing.

Event Sign-Ups

Running a group info session or webinar? Collect RSVPs with a custom sign-up form.

Referral Capture

Let happy clients refer friends directly through a form that captures the new lead's details.

Travel Preferences

Send a pre-trip questionnaire so you know exactly what activities, dining, and experiences they want.

Contest & Giveaway

Run a social media giveaway and collect entries through a branded form tied to your CRM.

How Is This Different From the Quote Form?

The Website Quote Form is a pre-built form specifically designed for travel quote requests — it collects destination, travel dates, guest details, and creates a booking inquiry automatically.

The Custom Form Builder lets you create any form for any purpose. You choose the fields, the layout, and what information to collect. Both tools are included in your subscription.

Frequently Asked Questions

How many forms can I create?

You can create unlimited forms. Build as many as you need — intake forms, feedback surveys, event sign-ups, referral forms — there's no cap on how many you can have active at once.

Can form submissions create new clients automatically?

Form submissions are captured and stored in your CRM's submissions viewer, where you can review every response. If you want to turn a submission into a new client, you can do that from within the app. For automatic client creation, the Website Quote Form is designed specifically for that workflow.

Is the form builder different from the quote request form?

Yes. The Website Quote Form is a pre-built form specifically designed for travel quote requests — it collects destination, travel dates, guest details, and creates a booking inquiry automatically. The Custom Form Builder lets you create any form for any purpose with whatever fields you choose. Both tools are included in your subscription.

Can I embed forms on my own website?

Every form you create gets its own public URL tied to your marketing code. You can link to it from your website, share it on social media, include it in emails, or send it directly to clients. Anyone with the link can fill it out — no login required.

Do submitters need an account to fill out a form?

No. Your custom forms are completely public. Anyone with the link can fill out and submit a form without creating an account or logging in. Submissions are captured in your CRM automatically.

Ready to See the Difference?

Plans from $9.99/month for solo agents. Scalable plans for host agencies.

See Plans & Pricing