Travel Advisors / Travel Planners Starter Kit Companion
Use the travel advisors Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Travel Planning Services Agreement
- Traveler Preferences & Requirements Intake
- Proposed Itinerary & Booking Plan
- Travel Arrangement & Supplier Booking Authorization
- Supplier, Change & Travel Responsibility Acknowledgement
- Traveler Readiness & Final Handoff Checklist
- Itinerary Approval & Change Log
- Travel Planning & Supplier Issue Report
- Travel Planning Client Invoice
- Travel Planning Service Estimate & Proposal
- Travel Planning Service Payment Receipt
- Travel Planning Expense Reimbursement Form