Disney World Planning & Booking Cheatsheet
Travel Agents: This is a free template we're sharing with our readers. You can view more free templates at: http://hostagencyreviews.com/free-travel-agent-forms-clients
Or learn more about how to use this Disney World Cheatsheet here: https://hostagencyreviews.com/blog/travel-agents-guide-hars-disney-world-planning-booking-cheatsheet
A quick reminder, while we put together a pretty gosh darn good form, you'll want to go through and customize it to your agency!
Primary Contact Info
Primary Contact
First Name Last Name
Client's Phone Number
Area Code Phone Number
Client's Email
example@example.com
Client's Address
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code

Party Information
Traveler Information (Press '+' to add more travelers)
The Special Consideration field is to help determine preferences of different travelers––maybe junior has a character experience they must have, or dad has a restaurant he really wants to visit, or one party may have some mobility issues. This is where you can document some of that info!
Submitting will send you an email with all the filled out fields plus a link to edit.

Travel Dates/ Occasion for Travel
Date of Arrival
Month Day Year
Date of Departure
Month Day Year
Is there a special occasion for the trip?
Anniversary Birthday Honeymoon Babymoon Family Reunion Holiday Celebration
Any additional notes?

Disney World Planning & Booking Cheatsheet

Primary Contact Info