Form Templates by HostAgencyReviews

Travel Interest Survey

Preview

For travel agent clients who might not be sure of what they want in their vacation or are looking for a quote. What it does: Asks questions about their interests so you can find out what their expectations are. Here’s a few of the questions we ask: Accommodations for Travelers: This will help you anticipate any accommodations people in their group might need, whether they want to bring their dog, travel with an infant or have physical limitations. Logistics: Have a grasp of how many travelers, ages, and when they’re looking to go so you can pull up possible quotes faster. Final Thoughts: If you prefer to chat over the phone with your clients for a personal touch, this travel agent form is a great way to document the information from an initial contact conversation and make sure you collect all the information you need to give them a proper quote. Read the whole article on HostAgencyReviews.com/blog/free-travel-agent-forms-clients

Travel Booking Forms

Service Fee Agreement Template

Preview

This is for travel agents who charge fees (service fees or consultation fees) or for those who are exploring charging a fee. What it Does: The contract is not only legally binding, but it helps you be very clear about your fee structure so your clients don't get sticker shock when they book with you! It outlines what you charge for fees and when they need to pay it. Final Thoughts: This contract is thorough, and like other JotForm forms, you can modify the conditional logic to tailor it to the needs of your agency. See the whole article at HostAgencyReviews.com/blog/free-travel-agent-forms-clients

Travel Booking Forms

Trip Details Confirmation Form

Preview

For travel agents to give to clients that have just booked with you What it Does: Gives travelers the chance to confirm trip details/passenger names/passport requirements yet again (can they ever look these over too carefully?!?). The form has an area for them to sign that they’ve looked over their itinerary and everything looks okay. We’ve heard horror stories about clients spending their life savings on a honeymoon only to be turned away because they didn’t know they needed a visa. Don’t let that happen to you. This travel agent form helps address that by reiterating: 1) Required Travel Documents: Goes over passport requirements and links to important websites for international travel on visas, vaccinations, and traveling with children you’re not the legal guardian of. 2) Confirm Travel Insurance was Offered: Cover your rear by having clients signing to say you offered them trip insurance or to remind you if you accidentally forgot. This one is the real biggie and includes SUPER IMPORTANT information clients need to know before they depart. Read the whole article at HostAgencyReviews.com/blog/free-travel-agent-forms-clients

Travel Booking Forms

Disney World Planning & Booking Cheatsheet

Preview

This is an agent facing form to help agents keep track of their Disney World client details. Can't remember off the top of your head what Susie Miller wanted as her third Fast Pass+ alternate for her trip to Animal Kingdom on Day 3? Unless you have Rain Man level skills (if you do, I want to hear about it), you probably can't track that level of details for your entire client list. Here's the deal: Who it’s For: Disney Agents, this one's for you! In fact, even if you just dabble in Disney, this is a great resource. What it Does: I like to think of our Disney World Planning and Booking Checklist as a miniature CRM for your Disney trips—a tool where that you can log important client info, reservation deadlines, and a checklist—that walks you through the steps in planning and booking a stellar Disney Vacation. It's important to note that this is not a client-facing form. It's just for you to help track the details. Final Thoughts: Let's face it, when it comes to Disney, there are a zillion details to remember. This tool will help you walk your clients through options and put together a quote/itinerary.

Travel Booking Forms

Vacation in Review

Preview

For travel agents to give to clients post-travel to help process the highs and lows of their trip and share them with you. What it Does:The Vacation in Review form is tool for clients to process the highs and lows of their trip and share them with you. The form will help you: Collect Testimonials and Social Media Content: Clients can easily upload photos and thoughts you can use in for social media and other marketing (there’s a checkbox asking if it’s okay to share their thoughts publicly) Easy Research: Get insider information and beef up your knowledge about destinations you’ve never visited Getting to Know All About You: Understand the travel preferences of repeat clients Read the whole article at HostAgencyReviews.com/blog/free-travel-agent-forms-clients

Travel Booking Forms