Hi all—Molly here from the product team. We’ve got a strong round of updates to share this week, including big improvements to forms, contact management, and document visibility. Let’s get into it.

Greater Flexibility in Forms

We’ve rolled out a major upgrade to trip request forms and group trip sign-up forms. You now have more control over which traveler details to collect upfront, cutting down on follow-up and improving the client experience.

What’s new:

• You can now control whether preferred name, middle name, email, birthday, and phone number are required or optional.
• You can add custom traveler information fields, like passport details, loyalty programs, or travel preferences.
• These fields apply across all travelers being added to the form.

This is one of the most requested form updates, and it’s a meaningful step toward simplifying client onboarding.

Coming soon: We’re also adding more flexibility around the “responder” element, which is another top request we hear from advisors!

Smarter Contact Imports for Agencies

For agency owners and admins, we’ve introduced more powerful tools for importing contacts:

• You can now assign a contact owner via email address during bulk import.
• Contacts will automatically be shared with the agency.
• The assigned agent will see them in their “My Contacts” list.

This is especially useful if you’re importing thousands of contacts across multiple agents—or if you need to reassign contacts after someone leaves the agency.

We’ve included a few best practices in our Help Center article to help you avoid duplication or other common issues. And of course, support is always available if you need help.

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Expanded Collaboration on Contacts

We’re continuing to move toward full contact collaboration. One recent step: collaborators can now manage relationships on a contact.

That means you can add, edit, or remove relationship fields—just like the contact owner. It’s one more way we’re making shared contacts truly collaborative.

Save Itinerary Templates with Documents

You can now choose to include activity documents when saving an itinerary as a template.

By default, documents won’t be copied (to avoid carrying over sensitive info), but if you want to reuse them, you can check a box before saving.

More Visibility into Automations

We added a new “Last Triggered” column to your Automations table—on both contacts and trips.

This gives you an easy way to see the most recent time an automation was triggered, helping you quickly verify whether something went out as expected.

Better Document Access for Clients

Previously, if a traveler wasn’t logged in, they couldn’t see the Documents tab at all—even if documents had been shared. Now, the tab always appears. If a client clicks to view documents and isn’t logged in, they’ll be prompted to log in first. Once access is verified, everything will appear as expected.

This clears up a lot of confusion we’ve seen and helps make sure travelers know when there are documents available to them.

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That’s a Wrap for This Week

Thanks, as always, for the thoughtful feedback and product ideas. Many of these updates came directly from conversations with you, and we’re excited to keep delivering improvements that save you time and strengthen your workflows!