Actions for Submitted Traveler Forms

Modified on Wed, 14 Jan at 9:23 AM

Welcome! Today, we'll quickly show you how to submit a traveler form in the Oasis Travel Platform.

1. Under the Clients tab and Traveler Forms tab, you'll find the Submissions tab. This is where you'll find any of the Traveler forms submitted by your clients.

2. Here you can view your submitted information and all the client fields the traveler submitted.

3. You can create a New Client using the information.

Clicking on New will allow you to select a new Lead/Booking to assign the New Client to and automatically create a new Client record.

4. If there is a contact already in your database, you can merge the form information with that contact.

Clicking Merge will allow you to Select a Client to update with the Traveler Form information

5. Otherwise, you can simply Ignore the form information which will delete the traveler form submission.

In addition to traveler form submissions, documents uploaded through the Client Document Uploader also appear in this same Submissions area. Traveler form entries remain at the top, while documents submitted through the Document Uploader that are not yet linked to a Client or Lead appear below under Unlinked Documents.

From there, you can review each document, view the upload details, and link it directly to the appropriate Client or Lead. Once linked, the document will be stored under the Documents tab for that record, keeping all traveler files organized and easy to access in one place. (To learn more about the Document Uploader)

And that's how to submit a traveler form on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.