Sharing with Clients
FORGE makes it easy to share professional trip presentations with your clients. No login required for them — just click and view.What You Can Share
| Content | Client Can Do |
|---|---|
| Comparison | View options side-by-side, vote for favorite |
| Itinerary | View day-by-day trip details |
| Payment Link | Pay planning fees securely |
Sharing Methods
Copy Link
- Open any comparison or itinerary
- Click Copy Link
- Paste into email, text, or messaging app
Email from FORGE
- Open the comparison or itinerary
- Click Email
- Enter client’s email (or select from CRM)
- Add a personal message
- Click Send
Emails are sent from your FORGE account with your branding.
What Clients See
When clients open your link, they see:- Your branding (logo and tagline if configured)
- Professional presentation optimized for any device
- Easy interaction (voting, viewing details)
- Your contact information
Tracking Engagement
For comparisons:- See when a client has voted
- View their selection and any comments
- See when the link was last viewed (coming soon)