Forms collect structured information from travelers and contacts: trip requests, passport details, preferences, agreements, post-trip reviews. What makes them more than a questionnaire is what happens on submission. TripLoft matches the response against your contacts, updating the profile it finds or creating one if there's no match, and can generate a draft trip from it, so you never retype what a client has already told you.
đ„ Prefer to watch? See Forms | TripLoft Academy for a video walkthrough.
Where forms live
Go to Templates > Forms. Every template you have lives here, with its status and response count, and + Create Forms Template starts a new one.
TripLoft ships ready-made templates for common needs like trip details, passport information, client profile updates, cancellation requests, and post-trip reviews, which you can use as-is or as a starting point for your own.
What you can collect
The Form Builder groups its elements into four categories:
Travel Information: trip details and notes.
Contact Information: profile fields such as name, email, phone, passport, and preferences.
Custom Questions: short answer, multiple choice, dropdowns, ratings, file uploads, and more.
General Elements: information blocks, e-signatures, and terms & conditions.
For every element and how to configure it, see Creating and Managing Forms.
How forms reach your clients
There are two routes, and which one you use depends on whether the form belongs to a specific trip.
From the template itself: share by email, copy the public link, or embed the form on your website. Best for intake forms and anything open to people who aren't yet in a trip. See Configure, Preview, and Share Forms.
From a trip's Forms tab: send a template to specific travelers on that trip. Each person gets their own link, pre-filled with what TripLoft already knows about them, and you track who has responded from the tab.
What happens after submission
TripLoft stores the response, logs the activity around it, and routes the data: matching contacts are updated, unmatched respondents become new contacts, and trip request forms generate a draft trip. See Using Form Responses in Trips and Contacts.