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Travel Agent Client Information Form

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A vacation trip is one of the most expensive purchases most people will make in a year, especially for families, honeymooners or small groups traveling together. This is why it's important for travel agencies to get a good understanding of the client's upcoming holiday including where, when and how much they intend to spend. But getting to the bottom of this is not always a simple task, especially when dealing with large groups.

A travel agent client information form is a great resource to incorporate in the early stages of the holiday planning. It will not only help gather the client's basic contact information, but it will provide valuable insights into their travel preferences, expectations, reservation deadlines, and other important travel information. This form will also help you save time by giving you enough details to provide possible quotes early in the process.

To help you draft a comprehensive yet straightforward client form, we'll go over some of the main aspects you must make sure to cover with every new client.

Note: Bonsai's all-in-one product suite is just what your travel agency business needs! We help streamline your processes to save you time so you can focus on delivering the best service. From client onboarding, to invoicing, payments, accounting and much more, we've got you covered! Claim your 7-day free trial here .

Elements to Cover in Your New Client Information Form

While the main purpose of this form is to log important client info, keep in mind you want to go further into details to get a good grasp of how many travelers are part of the group, where they're looking to go, and all the information you will need to provide a proper quote.

While the specific questions you include may vary depending on the services your travel agency provides, you can use the following essential elements as a guideline and include your own questions. Here are some must-haves elements for your client information form

Basic Traveler Information

Begin your client information form by asking for the traveler's personal details such as full name, date of birth, address, phone number, and passport details (number, country, expiry date). You should also ask for an emergency contact including full name, phone number and relationship. For any other passenger aside from the main contact, ask for basic traveler details such as name, age and military service status (for discounts).

Travel Details

Next, gather all the fundamental travel details to discover the client's preferences, projected dates and other helpful insights into what a perfect holiday looks like to them. Here are some questions you may include in this section.

- Where do you intend to travel?

- What are your estimated departure and arrival dates?

- What is your budget for this holiday?

- What are your goals for this vacation?

- Do you want a more intimate experience or do you want more action and nightlife?

- What are your priorities for family vacation activities?

- What do you like best about your chosen vacation spot?

Special Requirements

To ensure the best service for the travelers, inquire about any special requirements the group may have regarding food, lodging, recreation or special accommodations people might need during the trip. Consider including the following questions in your travel agent form.

- Are you celebrating any special occasion during this trip?

- Do you or anyone else in your group follow a specific diet or have food allergies?

- Do you need us to set up airport shuttles for you and your guests?

- Do you have a preferred airline, hotel, or car rental agency?

- Are there any preferences in the group regarding airplane seating? (window vs aisle)

- Do you have any requirements regarding bedding? (King, two queens, etc...)

- Are there any special needs in the group? (wheelchair access, difficulty walking, etc...)

Past Traveling Experiences

This is a must-have section for travel booking form in order to get a concise understanding of the kind of locations that travelers enjoy the most. Most travel agencies make this topic part of the initial contact conversation as the client's previous holidays will be a benchmark to what would make their experience better. Additionally, by discovering what they haven't liked in the past you will be able to avoid such experiences this time around.

Here are some questions commonly found in travel booking forms.

- How do you normally travel?

- How do you want this vacation to be unique from others you've taken?

- What were some of your favorite and least favorite vacation experiences in the past?

- What has been your most memorable travel experience? Why?

- Tell me about your three most recent vacations. Where did you stay and how did you get there?

Travelers Medical Information

Trip planning requires travel agents to take adequate precautions regarding the travelers' health. If anyone in the group has a serious medical condition or physical limitations that could endanger their life while on the trip (especially when planning excursions), you should take appropriate action or even consider canceling the person's tour. Here are some questions that will help you gather this important client information.

- Do you or anyone in the group have a health condition we should know about?

- Does anyone have any physical impediments that must be taken into consideration when planning excursions? Please provide details.

- Do you have travel insurance? If not, are you planning to buy insurance?

Use Bonsai to Create Flawless Client Forms for Travel Agencies

With Bonsai's lightweight form builder you create perfect travel agent forms to help you easily onboard your new clients, collect testimonials, or ask for feedback from clients post-travel. Our forms are fully customizable so you can add as many questions as you need, modify the fields, select your preferred answer format and add a personal touch with your own branding elements.

Once you create the perfect client form, you can easily share it via email, URL link, or have it embedded into your travel agency's website to boost lead generation. Our software allows you to keep client files organized and view their responses right from the platform, so you can keep your entire client list up to date.

Sign up for a 7-day free trial to check out these and many more benefits that Bonsai has to offer.

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10 Free Travel Itinerary Templates for Your Next Trip in Google Docs, Excel, & Word

Content Partnership Specialist

March 25, 2024

There are a lot of things that go into planning a trip.

From scheduling flights, booking hotels and car rentals, planning activities, and ensuring all of them fit within your timeline and budget too!

Whether you’re a seasoned traveler or simply someone looking to create an organized travel schedule for your upcoming trip, then you should consider using an itinerary template. 

Itinerary templates help you organize your activities, manage your time , calculate your expenses, give you a breakdown of all your important travel information before a trip, and help you make the most out of your business trip or vacation. 

Head over to the sections below to find out what makes a good itinerary template, and discover 10 free templates you can use to help you plan your next trip! 🏝️

What is an Itinerary Template?

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An itinerary is a document that outlines all of the details of your trip, from your flight and hotel reservations to your planned activities and budget, to ensure that everything runs smoothly.

That said, trip planners should turn to itinerary templates to give you ready-to-use and organized fill-in-the-blank pages that you can use for every type of trip. 

Itinerary templates can help business and leisure travelers:

• Save time, plan more effectively, and provide an organized format for all the important details of their trip
• Have a digital planner to keep track of all the details they need to consider when planning their travel, such as dates and locations, transportation and accommodations, and activities
• Get quick access to all of the necessary details in one place
• Help manage last-minute changes more effectively

Think of these free itinerary templates as your personal travel agent assistant. They’re there to assist you with planning the most important parts of your trip, so you spend more time enjoying the moment than worrying about what’s next and how you’re getting there.

Moreover, creating a detailed travel itinerary is beneficial if you’re visiting a new city or country you’ve never been to before. 

So what should a travel itinerary look like? Let’s take a look!

There are several types of itinerary templates for different occasions. The most commonly used and sought templates are for business trips, vacations, event planning, and global and domestic travels.

And while there are many types of itinerary templates out there, the best ones offer the following basic elements: 

• Have clear and concise language
• Organized and easy-to-read format
• Customizable and easy to edit
• Easily accessible and sharable 

And if you need to shift your plans around due to unexpected changes, a solid travel itinerary template should offer the flexibility to let you make changes without compromising the flow of your trip. It also shouldn’t require you to start your travel itinerary from scratch.

Ultimately, these templates should help you create a personalized travel itinerary, save time, and stay organized to help you become a better planner.

Speaking of which—here are 10 hand-picked travel itinerary templates that can help you with that! Each one offers a unique format and features. Check them one by one to see which templates suit your needs the best.

10 Travel Itinerary Templates

Traveling for work? 

This Business Travel Itinerary Template by ClickUp can help you get all your important travel details and work schedules, all in one place. 

Easily notate your travel dates, hotel information, flight number, and other important information in an organized and easy-to-follow format in ClickUp Docs . If you have multiple travel plans or want to keep your past and future travel itinerary docs in one place, then simply add nested pages under one Doc to keep everything neatly organized and accessible.

And because ClickUp Docs allow you to have full control of sharing permissions and privacy, you can keep your pages private to protect your personal information or securely share them with selected people via a link.

Best of all, ClickUp is available on the mobile app , so you can take your itinerary template wherever you go and access it any time of the day.

Use this free travel itinerary template to streamline your business travel planning process and establish a consistent standard itinerary that you can use again and again.

Planning a road trip or exploring a new city?

Whatever type of vacation you’re planning for, this Vacation Planning Travel Itinerary Template by ClickUp can help you create a visual roadmap of your planned activities.

With this free travel itinerary template, you’ll be able to plan your destinations, use ClickUp Custom Fields to add important details such as hotel addresses, type of activity, hours of operation, travel time, accommodations, reservations, and so on to ensure you’re on the right track to hit all the spots you have planned to visit on your trip!

Additionally, this template allows you to visualize your road trip itinerary in Map view, as shown above, and other views in ClickUp, such as List, Embed Board, and Doc view. Each custom view offers a unique look at your travel itinerary to help you visualize and organize your plans in the best way that works for you. 

Use these vacation planning templates to give you the structure and organization you need to plan your next trip and have a stress-free getaway!

Whether you’re born with natural event planning skills or perhaps someone who’s looking to get better at it, this Event Planning Itinerary Template by ClickUp can help you plan your next events with ease!

This event planning itinerary template includes three highly visual ClickUp Views that can be customized for any need, from organizing and scheduling event dates on a List and Board to drag-and-drop planning on a Calendar.

Each view provides pre-built Custom Fields, which allow you and your team to add important details, such as progress percentage bars, payment status, due dates, budget status, and more. You can also create Custom Task Statuses to help identify the stage each task is, keeping everyone in the loop on where each task stands at all times. 

You can download the app on your mobile device to access your tasks regardless of your event’s location, and use this itinerary template to help you become a pro at planning events and start managing all of your business operations, teams, and event planning —all in one place. 

Sometimes, it’s best to take things day by day, especially when your workload and to-do lists are getting out of hand. 

Seize the day and stay productive (and motivated) by turning to the 24 Hours Itinerary Template in ClickUp to guide you when creating your daily schedule!

This free itinerary template includes pre-built Custom Fields and Custom Task Statuses to help you easily plan and visualize your daily tasks. And because those features are fully customizable, you can edit and add whatever fields and statuses work best for your workflow.

Use this template to assist you with daily planning , so you easily view all of your to-dos, stay focused on what’s on your plate each day, and make the most of every day!

Meetings are a great way to sync with people in real time.

However, without a proper agenda, you might forget to discuss important matters, lose control of the meeting flow, and veer off track, leaving the attendees with more questions than answers or thinking, “this could’ve been an email.” 😅

Don’t let that happen to you! 

Whether you’re hosting a face-to-face or virtual meeting, having a prepared agenda beforehand keeps your meetings productive and helps make the most of your attendee’s time— the free Agenda Template by ClickUp can help you prep for your next meeting.

This template provides you with sections for your meeting details, participants, and so much more. And because this template is available ClickUp Docs, you can easily format the page to support any type of meeting , embed links to add more details to your agenda, and easily share it with your team before the meeting so they can come prepared with insights or questions. 

Use this itinerary template to help you plan and keep your next meetings productive! 

Planning a conference and need a conference agenda template ?

This Conference Itinerary Template by ClickUp can help you create, visualize, and manage your events all in one centralized place.

This template offers pre-built views, such as Box, Calendar, and List view, and Custom Fields and Custom Task Statuses to allow you to create your ideal itinerary for your event. Moreover, you can add custom tags to your tasks to add another layer of organization to your itinerary and add new Custom Fields to keep your tasks as detailed as possible as you plan your live or virtual conference events .

And if you need help getting started, no problem. It comes with a Getting Started Guide to help you get familiarized with the template and serve as a guide to help you plan your next event !

A meeting agenda is a must, especially for board meetings. 

The Board Meeting Agenda Template in ClickUp offers pre-built Custom Fields to help board members and leadership create a high-level and organized meeting agenda, and run productive meetings. You may also add single or multiple assignees to each task and subtask to clearly note who’s responsible for completing the task or presenting the topics and check them off the list as each task or topic has been discussed to easily track and note what is yet to be completed.

Use this itinerary template to help you create an organized meeting agenda , keep everyone in the loop ahead of the meeting, and promote open discussion among all participants, which can lead to stronger decisions and better outcomes.

If you’re an Excel user, then this template is for you.

Microsoft Excel offers a handy Vacation Itinerary template that you can use to organize all of your trip details. Whether you want to start a road trip itinerary with friends or a personalized itinerary of your full trip, this trip itinerary template includes entries for flight information, lodging, emergency contacts, activities, and so on. 

Once you’ve filled out the template with the details of your trip, simply save it on your computer or print it to take a physical copy of your itinerary with you or leave a copy for your friends and family while you’re away on your vacation.

If you like keeping things simple when planning your trips, then this travel itinerary template will work for what you need.

This template allows you to add and edit your travel details, such as destinations, transportation, lodging, and what you need to pack for your trip, in organized tables in Google Docs (where you can also connect to Google Sheets). 

This is one of the many customizable templates that’s free to download. Save it on your computer or print a copy to take with you!

Keep your business trips as stress-free as possible by creating a detailed flight itinerary, meeting schedule, and more all on one page. Use Microsoft Word’s Business Trip Itinerary template to keep track of important dates, departure and arrival times, destination addresses, phone numbers, travel time, and other notes about each item on your itinerary. 

Start Planning Your Next Trip with Travel Itinerary Templates

When it comes to planning trips, having an itinerary is key.

But we get it. Making a detailed itinerary can be quite time-consuming. That’s why using an itinerary template can be such a great tool! Stay organized and use the templates we provided above as a starting point for creating your own customized itinerary for your upcoming trips and events.

And if you’re a fan of customizations, then you’ll click well with ClickUp. 

It offers a fully customizable platform with hundreds of features and templates to give you the power to create a personalized experience, connect all your notes and work together, and build a workflow and itineraries that work for you.

Get access to ClickUp’s customizable templates for free today, and start getting excited about planning your next event! 

Bon voyage! 👋

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• Travel Form

FREE 38+ Travel Booking Forms in PDF | MS Word

1. Basic Travel Booking Form

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As a start-up travel agency, may be your company lacks an idea in travel forms . Here are thirty nine sample travel booking forms that we procured from various sources to help you in immersing in other manners of presentations. You may use some of these forms as references for your travel agency business. Look, examine, and analyze the contents of each of the samples we prepared below! You might see some form of similarities among them and once you do, take note of what you found for future uses.

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32. Private Travel Booking Form

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Travel agencies are booming nowadays since millennials are looking to travel and experience more cultures than the generations before them. A travel booking form is a business form that travel agencies utilize to gather necessary information from their clients to use it for the booking or reservation of the trip. Travel booking forms help make a client’s reservation process easier. Wanna go to the Hamptons or see Mount Fuji? A few click one the screen is all the client needs since most of these online application forms are integrated online for an easier and faster means of booking. Should the client need a physical copy, he or she can just click the download button and print the document. Travel booking forms do not limit to airplanes but may also cater to cruises, train rides, etc.

Dealing with customer complaints and getting bombarded with more work, it can be exhausting for a person to go on this stress-induced environment daily. Usually, people go on a getaway vacation to destress, get a tan, take selfies, and maybe get drunk from too much tequilas.

Help people achieve this luxurious getaway and temporarily forget the annoying coworkers and bosses by creating a travel booking form. Below is a small step guide that we prepared to help you get through the writing process as easy as smearing on a lip tint. Creating the file is not such a big job to do since all you need is to allocate some general sections on the document. What are you waiting for? Let us get to it!

Choosing a template is similar to how one selects a vacation getaway. The selection is always the usual options—the Hamptons or any everyday resort. Choosing the right model is the same. You need to select if you are going to use the sparkly glam type or the minimalistic one. If it is such a difficult decision, you can always go for the middle selection—not too sparkly but not too dull. These templates are the right blend of glam and minimalism. Point your finger, or in this case, the mouse, toward the model that suits the description thoroughly and download it.

Customizing the template is similar to how one designs a vacation itinerary. For the vacation to go smoothly and conveniently, you must create a sample plan , and the agenda must help you reach every tourist attraction and hotspot of the destination.

Customizing the template is the same. You want the resulting printed material to be easily understandable and convenient. The final output must also help you entice people of all genders and races to book a plane or cruise ticket. Do your best in glamming up the sample form and make it yours. Place elements that clients can say that the file belongs to this company. Branding is one way of helping the company gain exposure.

After the customization, you need to gather information about the travel destination of the client. Gathering travel information is essential for the agency to know where the goal the customer wants to go, book hotels and tour packages, and prepare sample transportation details. Another good thing about gathering travel information is you will place it on the plane or ship ticket.

Customers usually talk to their friends about where they are going during their vacation leave and post their ticket destination. So gathering the travel information lets you help fulfill this desire. Who doesn’t want to tell the world that they are going to the Hamptons or Japan this weekend? I sure would!

As a travel agency business, you need to gather essential buyer information from a client. But how are you going to go about this? Place a section on the output that requires the client to place some personal information. The client’s personal information is highly essential for an agency since it will secure reservations, provide travel agencies with the needed information to finish a transaction, and issue travel documents.

In the case of the client, giving out one’s personal information such as the full name, birthday, age, etc. is also beneficial in the sense that it feels good to see one’s name on a travel document or plane ticket. The client will visualize like they are on vacation since their names are on the paper. So as much as possible, dedicate that section on the document.

The customer would want to look at how much the vacation costs, so agencies highly prioritize adding a billing statement section to meet this customer’s need. The billing section must contain a table with three columns?—name of the expenses for the trip (first column), dates of the trip (second column), and the prices (third column). Afterward, place a total amount block at the bottom of the table so the client will have an idea of how much he should save or pay for the trip. This section will also help your company during an audit. If the physical copy is lost, you still have an online backup.

Once you finish writing the essentials parts of the document, you need to have the final output follow a sample evaluation . Any business document must follow a review since, after writing, one will expect multiple errors shown on the content. Doing this might be troublesome for you, but it is similar to waking up early in the morning. You’d double check your face for any pimple or your breath for a bad smell. Any person would “review” one’s overall appearance during the morning, so for the final output, check it also for any errors. If you find any, then, by all means, edit it.

Vacation –  A vacation is a planned leisure and relaxation time away from things that give one stress, such as work, customers, and expenses. A vacation trip usually takes place on beaches, other countries, mountains, etc. Somewhere far from the familiar home ought to be the perfect vacation destination.

Destination –  A destination is a place where a customer wants to spend his vacation or holiday. A destination is usually somewhere new such as another country with a different culture from the one the customer is familiar with.

Itinerary –  An itinerary is an action plan that people who are planning to go on a vacation create before the day of the trip. This plan will help the person to have a fully optimized and glamorous day ahead.

Travel Agencies –  This is a company that heavily deals with travel booking and reservations that, as much as possible, is affordable to the customer. Travel agencies help the customer achieve a cheap getaway while maximizing the traveling experience.

Usually, people think that the company benefits from the form since they are the ones creating it for their business, but what people do not realize is that merely one side of the story. People only think that if you create such a document, then surely you will solely benefit from it. That is not the case. When a travel agency creates a specific text, the creator intends to benefit from it. However, what people do not realize is that once the document is out there, the travel agency’s clients benefit from it. The creator benefits from it by gaining profit from utilizing the convenience of the form. The client obtains comfort from using the file and experiences a faster travel booking process. So it is a wine toasting situation for both parties. The method of utilizing the paper is never a one-person show. The travel agency and the clients must use it together. Mutualism is the perfect description for this situation.

Not really. You may use the travel booking forms as a means of keeping a record of the agency’s finances. This type of document is relevant during a financial audit since there are prices involved. Keep the travel booking forms so you will know the financial status f the company and so you may know how to use your remaining balance well. Travel booking forms also function as security measures. Travel agencies will know which clients are making serious transactions from those who are fooling around.

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11 Emails You Should Be Sending To Your Travel Clients

Being an online-based travel business means that email is a crucial communication channel that connects you to your clients. When used correctly, email outreach is a tool to build business relationships, connect with clients, and market your tours and travel products. To simplify things for you, we have put together 11 important business email templates that you should be using in your travel business.

Depending on the milestone your clients are at, there are specific communications you should be sending out each step of the way. From when they book to beyond when the experience is over, sending a few strategic emails can add to a seamless booking journey and keep clients engaged with your travel business.

11 Business Email Templates To Engage Your Travel Clients

1) a welcome note.

This is an important one for setting the tone of new relationships and welcoming travelers to the family. It follows after a person sets up an account profile on your website, or subscribes to your newsletter or travel offer.

Business email templates used for welcome notes are friendly, conversational, and often automated. Include an introduction to your travel company, as well as guidance on what is going to happen next. That could be a booking confirmation once a deposit has been paid, or regular newsletters to keep everyone updated on what is happening in your company.

It should also highlight how the person can contact your team should they have any questions. Another good idea is to provide links and pointers to specific sections on your website, such as your latest tour offerings or blog post.

2) The Booking Confirmation

With any luck, this will be one of the business email templates that you use most frequently.

Once a client has booked your tour or activity and paid their deposit, this email confirms their reservation.

First off, you want to thank them for their business.

After that, confirm what it is that they have just signed up for. Highlight all the important details such as the dates, times, location, number of guests, the amount paid, cancellation policies, possible add-ons, etc.

Finally, include a welcome pack that prepares them for what is ahead. If there is any information that they need in advance to help them get organized ahead of the trip, now is the time to include it. This could be an outline of visa processing times and regulations if you are traveling internationally, or details of the required fitness level if your tour is an active one.

The purpose of this is to give your clients plenty of time to plan their lives and avoid a last-minute rush.

3) Personalized Upsell Email

Every sale you make is an opportunity to upsell or cross-sell your travel products. Even if your client did not opt for any extras at the time of booking, this might become more relevant to them a little further down the line with the deposit out of the way.

Take a look at their reservation to see how you can enhance their travel experience. From there, send a personalized email with offers that you think they would find useful or relevant for their trip.

As an example, your international clients may decide they now wish to purchase travel insurance from you after all. Alternatively, they could decide that the extra cooking and tasting class is something that they feel like doing.

4) Travel Dossier and Itinerary

As soon as your clients pay the full balance due for their tour or activity, it is time to send a dossier and itinerary.

This is a detailed document that provides them with all the necessary information before the experience takes place. It is usually most useful just before they leave on the journey as it includes things like packing tips, meeting and departure points, emergency contacts, weather forecasts, etc.

5) Newsletters

Newsletters are business email templates used to engage potential, current, and repeat clients . Use this newsy email to curate and share some of the latest industry news, your amazing promotions, or recently published blog posts among other things.

The idea is to keep the people who have signed up, engaged and aware of what is happening with your business and the industry that they are interested in. While they may not be ready to make a purchase, regularly providing them with useful information and sending them back to your website will keep your travel business fresh in their minds.

• Encourage people to share your email newsletter or send it to a friend if they have found it useful
• Be consistent – decide whether you want to send this weekly, fortnightly, or even monthly
• Include an unsubscribe or manage preferences link to your newsletter. Not everyone will be a repeat client and the last thing you want to do is unintentionally spam them

6) Latest Travel Offers

While this can go out in your newsletter, initially, it is more beneficial to send a separate email containing the details of your newest travel offers, tours, activities, or retreats.

With just the information related to new products included, you can place a greater focus on the fabulous new experiences you have on offer. It is a means to update your clients and potentially get new sales.

Your latest offers can always be marketed as:

• Seasonal: Summer Sale, Early Bird Deals, Spring Break Offer, etc.
• Date-specific: Valentine’s Getaway Sale, Cyber Monday, Black Friday Deals, etc.
• Limited-time: Flash Sale, Last available spaces, End-of-summer Sale, etc.

And so much more! Put your creativity to the test and make sure to put out offers that resonate with your customers. Also, if you’re adding conditions like a “ valid through” disclaimer, make sure you send these emails out with enough time for your clients to make a decision and plan ahead.

7) Personalized Emails

Personalized emails let your clients know that you value them. It can be as simple as offering them a free activity or discount code on their birthday, or reminding them of the great time they had on the anniversary of the first tour booked with you.

Going the extra mile to create a one-on-one connection can prove to be a valuable reminder of your travel business.

You can also tie these personalized emails to referral programs. Make your clients feel special and offer them a personalized promo code for them to share with friends and family.

8) Post-Trip Thank You

Sending an email to your clients post-trip to say thank you does two things.

First, it means you end off on a good note, which can help to keep communication lines open in the future. The post-trip email speaks volumes about how much you care for your customers and establish a long-term relationship with them that will result in more business for you. Even if they may not be the ones traveling next time, maybe a referral they made based on their good impression is. 

Second, it gives you a chance to ask them to leave a review of the experience they just had. Building a strong review profile is a great marketing tool for your travel business, and happy clients fresh off your tour will be eager to share their thoughts on it with their peers if asked to do so.

9) PR Pitch Email

If your travel company is doing something cool, embarking on a sustainability campaign, launching an internship program, etc. spread the word! Whether you have a PR professional within your team or you are a great communicator, public relations are very important for your brand.

PR pitch emails are outreach efforts directed toward news outlets, bloggers, journalists, or public figures to showcase the value of a story/initiative and why it should be addressed. To define who to write to, you need to deeply understand your target audience and customer profiles: what information they consume, where they get it from, and what will resonate with them and enhance your brand’s core values. 

These emails need to be short and sweet, unambiguous and concise. Nevertheless, the most crucial part of the email is definitely the subject line. Many journalists, media outlets, and public figures receive hundreds of emails per day, so it’s not uncommon for them to just skim through their inboxes and click on the most relevant subject lines they encounter. A great tip for this can be adding “PR Pitch” to the beginning of the email and then typing in the specifics. 

10) New Product Launch Email

Emails will always be an excellent way to spread the news with your existing client base whenever you want to promote a new tour, retreat, or trip planned. Showcasing new offers and experiences to people that have already traveled with you and know the quality of your products is an effective way to re-engage and drive more repeat business.

A new product launch email should always showcase the value of the experience and what makes it different from your competitors and your existing tour catalog. If you have the chance to make it more visual and inspirational than informative, that will add a lot to the email and the engagement it’ll generate with your customers. 

Remember that the email should serve as a quick and attractive overview of your product rather than a complete description. The goal of these emails is to get your contacts to click on links to your website that contain more information about the tour or have them reply with inquiries. 

11) Re-engagement Email

Re-engagement or re-marketing emails are the best way to “wake up” contacts that haven’t interacted with your business in a while. Engaging with these contact lists is vital for your business because the more active and engaged users your have (translated into email open rates, click rates, and overall interaction) the more positive signals will internet service providers receive, keeping your emails out of the much-dreaded spam lists.

Re-engagement emails need to offer an incentive or great information to gain your recipient’s interest again. You can tailor your email’s content based on what list of contacts you’re targeting. Here are some of the options you can use:

• Contacts that requested information and never replied to your message
• Contacts that couldn’t travel with you because of budget reasons
• Contacts who couldn’t travel with you because of availability
• Contacts that traveled with you in the past and didn’t book again

The key here is to understand why they became disengaged in the first place and try to target that pain point in your email. If the reason was budget, you could try offering a discount for their next trip. If the issue was the lack of availability, you can offer early booking access. For contacts that you never heard of again, there are a thousand possibilities! You can try showcasing what makes your travel company unique or share different options for the tour they originally requested.

For these emails, as well as in the newsletter, it’s important to offer your contact the option to unsubscribe to maintain a healthy contact list.

Final Thoughts

Some parting advice – put yourself on the receiving end. Are your emails adding value, or are they overly promotional, too frequent, not relevant? Use these business email templates wisely to maximize your connection with travelers, and optimize their experience with your company.

Email is not going away, every year it grows stronger! So you need to step up your game in order to win the engagement race in a sea of crowded inboxes. Always make sure you understand your audience, their interests, needs, and formats, to keep a healthy and engaged contact list that’s ready to convert or become your brand’s top ambassador.

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25 Qualifying Questions to Help You Nail Your Clients' Vacation Plans

Photo: Shutterstock.com 

One of the most important skills a travel advisor can master is qualifying clients. Qualifying helps to not only match clients with the right destination or product, but also enables advisors to plan vacations that truly meet their clients' needs and desires.

Qualifying questions are the best sales tool advisors have, Melinda Fortunato, owner of Best Travel, a Nexion member agency, told Travel Market Report.

"Our job is to specialize in our clients," Fortunato said. "We really have to know them very, very well in order to give them the experience they want and for them to come back and keep using us and refer other people."

Using a series of qualifying questions can help advisors understand their clients' preferences – what they like and don't like, travel goals, budget, but can also go much deeper.

"It really allows a deep understanding of ultimately why they're going on vacation and what they're looking for," Fortunato said. "Being able to really know what it is they're looking for and those emotions that they want when they go on vacation … Those kinds of things, that's really so important to know."

Qualifying also lets advisors who work with destination management companies or FIT tour operators to help their partners do a better job.

"DMCs and tour operators are so busy," Fortunato added. "We need to make sure that we respect their time and if we are filtering our clients and vetting them well, then we can send only good quality clients and all of the information that they need to be able to help us create a great trip. That's important for us as professionals as well.

When it comes to how to present qualifying questions to clients, advisors have a couple of choices. Some prefer to use a questionnaire, while others prefer to have a 20- to 30-minute phone call or Zoom meeting. Which you decide to use will depend on your workflow, your communication style of choice, and your clients' preferences.

"For myself, a phone call is magic," Fortunato told TMR. "Nowadays, people feel like it's a really big deal if you take the time for a phone call… They can hear in your voice your expertise, they can hear your interest, and that you're genuine and sincere about taking this trip seriously for them."

Marcie Muensterman, owner of a Cruise Planners franchise said much the same about doing Zoom meetings.

"This allows us to see each other, know that I am truly listening and take that time to give all of my time and energy to them," she said. "I guide them through a conversation that allows for connection beyond the vacation so they can also get to know my sense of humor, do we have anyone in common, what do we have in common personality wise or life wise. Creating a connection allows them to loosen up and be more vulnerable with what this vacation may really mean to them."

Qualifying questions should be specific to the current trip, as well as about past travels, their travel aspirations, as well as general personality and travel-style questions.

Here are 25 questions offered up by our readers that you can use to help qualify your clients.

Questions Specific to the Current Trip

1. What type of travel are you looking to do? All Inclusive? Cruise? Europe? – Lynda Tomilin, Independent by Flight Centre

2. What are you hoping to do and see on this trip? -- Nancy J, Travel Best Bets

3. What do you consider a reasonable budget for this vacation? -- Susanne Van Speybroeck, Cruise Planners

4. What would make this trip feel like it's a successful trip? -- Laurie Ratcliff, Cruise Planners

5. What DON'T you want to do? – Melinda Fortunato, Best Travel

6. What are the deal breakers for your trip? (i.e. no tours starting before 10AM, modern bathroom, closet in the room) – Cindy Dykman, Inspired Travel Designs

7. What type of travel style do you prefer (active, easy pace, etc)? – Abi Recio, FROSCH

8. What will make you say "that was an amazing trip" on the flight home? – Lindsay Belcher -- Dreams by Design Travel

9. Are you celebrating any milestone? – Shelley Kohtz, Witte Travel

Past Travels Questions

10. Where have you traveled before? -- Ellen Sisser, McCabe World Travel

11. What was your favorite vacation? -- Holly Brady, Take the Trip Travel

12. What was your worst trip and why? – Steven Hook, Lisa Balistreri Travel

13. Share a memorable experience that you have had with your travel companions and why was it memorable? – Lisa Silvestri, Silvestri Travel LLC

Aspirational Questions

14. What destination excites you the most and why? -- Jermany J Dorsey, Destins by Dorsey, LLC

15. What is on your travel wish list? – Pamela Germ, Sunshine Travel Company, Inc.

16. Where is your dream destination? – Terri, Access to Travel

17. What brings you the most joy when you think of going on a vacation? Relaxing for health and well-being or doing something adventurous that takes you out of your comfort zone and re-energizes you? – Anonymous

Get-to-Know-You Questions

18. Why do you like to travel? – Richard Ghazarian, InteleTravel

19. Rank in order of preference when booking travel: a) Overall budget b) Extras & perks available c) Luxury experiences d) Accommodation quality – Emily Kaplan, Avani Travel Co

20. Tell me a bit about your family: how old are your kids, what do you and your spouse like to do for fun? -- Bridget Edwards, Favorite Grampy Travels

21. Tell me about your hobbies and favorite activities. -- Laurie Ratcliff, Cruise Planners

22. What do you like to do for fun? – Adrienne Mitra, Celebrations International Travel

23. Do you like a party atmosphere or more quiet and laid back? -- Holly Brady, Take the Trip Travel

24. How much do you love to eat and do you love to try new dishes? – Carol Carrillo, CC Vacations LLC

25. Is favorite kind of restaurant a hole in the wall with great local food, are you on the hunt for Michelin-star cuisine, or are you just as happy ordering takeout or room service at the end of the day? – Anonymous

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18 Best Email Templates To Use If You Have A Travel Agency [2024]

If you run a travel agency, you probably rely on email quite a bit to communicate with your clients.

As a travel agent, your day-to-day is filled with quote requests, itineraries, planning, customer service, and much more. Having email templates on hand is a great way to maximize your productivity while still ensuring you are taking care of your customers.

Here are 18 free templates you can use for your travel agency.

The Early-Bird Email Template (Off-Season Business)

title=Special Early-Bird Pricing for [[Month or Year]] Hi [[Contact Name]],

It’s not too early to sign up for your [[Year]] [[service offered]]!

Get discounted early-bird pricing by calling us today at [[Contact number]]. Early-bird pricing applies to services booked through [[date]].

Terms and conditions apply [[link to details page on website]].

We look forward to being of service to you in [[Year]]!

[[Agency Name]]

Received Inquiry Confirmation Email Template

title=We received your inquiry! Hello [[Name]],

Thank you for reaching us. We are already working on your inquiry. And will get back to you within [[days/hours]].

In the meantime, feel free to check our FAQ section [[put the link]].

Thank you for your patience,

Learn more about starting a travel agent :

Where to start?

-> How much does it cost to start a travel agent? -> Pros and cons of a travel agent

Need inspiration?

-> Other travel agent success stories -> Examples of established travel agent

Other resources

-> Profitability of a travel agent

Promotional for a Free Travel Package Email Template

title=All-Expense paid trip to [[Location]], Why Not? Dear [[Recipient's Name]],

Wouldn't you love to go on an all-expense-paid trip to [[Location]] where you could soak in all the beautiful beaches and quaint medieval towns?

Or what about an all-expense-paid trip to [[Location]] where you could take walks in world-famous galleries and take pictures in one of their treasure-filled churches?

Now is your chance!

[[your agency name]] is awarding one of these two trips to a lucky customer. All you need to do is fill out the survey we have enclosed and send it back to us before the 25th of November. We will then add your name to an electronic database that will be used to draw the lucky winner on the [[date]]!

The winner will be receiving a free vacation package for one of the two destinations mentioned above. This prize will cover airfare, accommodations, and will also include a check for $10,000 as pocket money!

So, fill out the survey now! It will only take about ten minutes of your time but will give you a chance to go on a 3-day long vacation! Thank you and good luck!

[Agency Name]]

Travel and Services Sales Email Template

title=We've got something to offer! Dear [[Prospect's Name]],

Planning the perfect vacation means having all the right information. [[Name of your Agency]] is here to help you out with that.

We can give you everything you need to know to plan your trip, including lists of hotels, tour guides, tour packages, and so much more. We can even arrange the details according to the specifics you need.

All you have to do is get in touch with one of our travel agents, either by email or telephone. Call us at [[your agency number]] or send an email inquiry to [[agency email]].

Let us help you plan for an ultimate getaway. Get in touch with us today!

[[Sender's Name]]

Referral Request Email Template

title=Request for a potential referral Hi [[Contact Name]],

I first want to thank you again for choosing us for your [[service type]] needs. We’re so glad that we’ve been able to exceed your expectations.

And, in fact, I’m reaching out because I was wondering if you would be willing to vouch for us to a potential prospect we’ve been in contact with. All we need from you is to complete the [[form, survey, attached document, etc.]] and return it to us.

We would really appreciate the help if you have the time, but totally understand if not. Either way, we look forward to doing more travel and vacation plans work for you.

[[Agency name]]

Survey Feedback Request Email Template

title=Tell us how we’re doing in a brief survey Dear [[Contact Name]],

As one of our preferred customers, your feedback is of the utmost importance to [[your agency name]]. We are constantly striving to provide the ideal experience for our customers, and your input helps us to define that experience. That being said, if you could take a minute to post a review on [[review platform]], we would so appreciate it.

We hope to see you again soon!

Best regards,

Thank You Email Template

title=Hi [[Client Name]], thank you for booking your tour activity with us! Hello [[Client Name]],

We are so happy you were a part of our [[experience]] in [[location]].

We hope you enjoyed learning about the history of the city and got some great snaps of our unique architecture.

You’ll find a photo of you and the entire tour group enclosed in this message. If you want to see more pictures of you and the group, you can find them on our Facebook page. We would love it if you share or tag us in some of your photos, too!

Thanks again for booking with us and we hope you’ll visit us again!

[[Your name]]

Travel Agency Introduction to Client Email Template

title=Planning a summer holiday? Hi [[Contact Name]],

We are very enthusiastic to present our travel agency, [[agency name]]. Our well-established travel agency has been in the industry for more than twelve years. We are experts in every minor detail of this business and have been recognized by many people within these years. Our firm has familiarized the difficulty and aggravations of attaining visas and passports. So here we are, to deliver you the tension-free foldaway.

No matter whether you want to travel national or international, we offer the best class service for you. We provide our clients with the best sightseer & recreational spots and finest guesthouses at economic prices. Our services are prompt and way more competent.

People having traveling experience with us, are evidence of our exceedingly efficient and advanced services. They have submitted their high-quality experience of traveling with our company on our website. If you are fascinated with it and want to have you share, kindly let us know & we will shortly reach you.

We label ourselves as leading, innovative, and highly efficient and look forward to demonstrating these qualities at the earliest possible chance.

Thank you for your consideration.

[[Agency Contact No]]

[[Agency Email Address]]

[[Agency Website]]

Letter for Change of Address Email Template

title=Change of Address Dear Clients,

Hope this letter finds you in the best of your spirits. This letter is to inform you about the change in our address.

We have shifted our business location from [[old address] to [new address].

Kindly make sure to communicate at this new address for a proper response, and customer care.

Thanks, and Best Regards,

[[Company Name]]

[[Company Contact No]]

[[Company Email]]

[[Company Website]]

Travel Agent Introduction Email Template

title= Are you ready to getaway? Hi [[Contact Name]],

I, [[Agent Name]] will be serving you as your travel agent. I would like to thank you for choosing my travel agency, [[Agency Name]] for planning your vacation. I will make sure that you have the best value for your money through my services.

I have been working in this field for 10 years. Therefore, you can completely rely on me when it comes to experience and knowledge. I shall consider your requirements and budget to plan a very well-organized, comfortable, and fun trip for you and your family.

Kindly give me a call this week in your spare time and let me know when we can arrange a meeting. I would like to discuss your requirements and my recommendations so that I can plan a customized trip.

Looking forward to your call.

[[Agent Name]]

Travel Follow Up Marketing Letter to Loyal Customers

title=A good deal is always good news Dear [[Recipients Name]],

We appreciate that you have been such a loyal patron of [[Agency Name]].

For this upcoming summer, we would like to ask for your help. We have just finished the creation of several summer tour packages and would like you to refer some of your colleagues, members of your family, or friends who may be interested. We'd like to send them some brochures and put them on our mailing list so that we can give them the necessary updates.

We would be more than happy to provide you with compensation for your assistance. Thus, we guarantee you that for every referral that you give us, we'll be taking off 10% on your next tour or booking with us! Imagine how few names it would take for you to avail of a free trip from [[Agency Name]]!

You can send us your referrals by filling out the form we have enclosed.

We are very excited to hear back from you. If you have any further questions about our Referral Program, please don't hesitate to give us a call at [[agency number]].

Thank you very much!

[[Senders Name]]

Reservation Receipt Email Template

title=Reservation Receipt Email From [[your agency name]] Hi [[Client Name]],

Your reservation request for [[Hotel Destination]] has been submitted. We want to be clear that this is not a confirmed reservation. Not yet, at least.

Your potential host, [[Hotel Name]], has 24 hours to respond to your request, but most of our hosts reply more quickly than that! Once [[Hotel Name]] accepts or declines your reservation, we'll let you know.

We have authorized your payment method for [[Amount]], the full amount of the reservation. If your request is declined or expires, you will not be charged.

[[photo of the booking information]]

Reservation Confirmation Email Template

title=Confirmation of Reservation for [[Client Name]] Hi [[Client Name]],

This is the confirmation mail of the reservation of the [[Hotel Name]] in [[Location]]. Please go through the flight and accommodation details so that if there is any mistake it can be rectified at the right time.

As per your request, we have booked [[how many]] air tickets in the business class with [[Airline]]. The booking is made in the name of [[Bookers' Names]] with the age [[their ages]] years respectively. The tickets are for date [[Date]] from [[Location]] to [[Destination]]. Your accommodation reservation is done at the [[Hotel]] located at a [[exact location from the airport]]. You are confirmed for a stay of [[number]] days and [[number]] nights, from [[Date]] to [[Date and Year]]. The hotel rooms have spacious balconies with beach views.

I want to make clear that if you want any kind of change in the reservation then please inform within 24 hours of this confirmation letter after which any request won’t be entertained. Rest we assure you that you won’t face any problems with the proposed trip.

Thanks and Have a Good Day!

Follow Up Sales After Promo Introduction Email Template

title=Special promo just for you! Dear [[Recipients Name]],

During the last week of [[Month]], we sent you a brochure of our new products. Since we have already established a good long-time working relationship, we gave you a special promo for the month of [[Month]] to order them at discounted rates. [[Month]] is about to end soon and so is the promo yet we still did not hear anything from you. You are probably busy and might have overlooked our special offer for you.

From our years of working with each other, we have known you to be a man who greatly values customer satisfaction. You have always wanted to provide your customers with great products. If you would just take the time to peruse the brochure, you might find some things that would interest you.

If you decide to order now, we can give you a 15% off on the total amount of your purchase on top of the 10% on the individual product rates. So hurry and make your order before the promo period ends!

Travel Agency Business Proposal Letter

title=Collaboration request from [[Agency Name]] Dear [[newspaper owner]],

This is the very first collaboration I am making with you. I would like straightly to come to the point; we are a fresh travel organization firm positioned in the city. We are offering some prodigious travel packages for the new year. The strategies and packages are for both coast-to-coast and global visits. We are proposing incredible concession plans for populate in the city.

Your newspaper is widespread in the realm and masses read it regularly. It would be an honor to work with your organization to make known my concern to the people. Our commercial policy spins around the requirement to deliver class service to our customers.

We are completely focusing on the process of entirely nourishing their desires. This is going to get started through the enrolment of a specialized squad. We are also working hard on the delivery of better quality conventional plan travel packages, meeting & fulfilling the customer’s essential wants.

The company as well anticipates having brochures in unique designs. We also intend to have other marketing material that will empower regulars to know about the benefits of availing these services & to understand the categories of facilities we propose.

I have hemmed in the rate graph along with the letter to make it easy for you to create an eye-catching ad for us.

For additional figures or interrogations, you are welcome to communicate with me by phone [[ agency contact number]] or email [[agency email]].

Vacation Package Offering Email Template

title=Vacation made possible with [[Agency Name]] Dear [[Recipient's Name]],

How would you like to visit the beautiful country of [[Location]] to experience their fantastic food, inspiring culture, and incredible scenery for [[how many days and nights]]?

How would you like to stay at one of the top hotels in [[Location]] while you're there?

How would you like to pay just [[amount]] for all of that?

This vacation is all now a possibility with [[your agency name]]! We'll provide you with flight transfers, and accommodations for just [[amount]]! Just think about what that means regarding your potential savings!

This proposal is no joke. We are dead serious about the offer that we're making. All you need to do is give our customer hotline a call at [[contact number]] before the [[date]]. You do have to be of legal age, however, to avail of this offer.

Don't delay any further. Call us today so we can start planning your fabulous vacation. We hope to talk to you soon!

Trip Sales Email Template Sample

title=Don't miss this out! Dear [[Contact Name]],

I am pleased you selected [[Agency Name]] for your upcoming vacation in Italy. Our company offers the best packages for hassle-free vacations at the most reasonable prices. Italy is a place brimming with glorious places and splendid scenes. Cities like Venice and Florence are an exquisite blend of nature as well as classical craftsmanship. Our ten-day tour to Italy is devised to give our customers the finest taste of the picturesque cities and their rich cultural heritage. In this one-of-a-kind trip to Italy, you will experience a myriad of wonders; splendid countrysides and wines of Tuscany, the eternal city of Rome, private gondola ride in Italy’s famed Venice, boat ride to the surrounding islands, and Micheanglo’s legendary David, a masterpiece from the Renaissance Era.

The destinations included in the trip are Rome, Florence, Tuscany, and Venice; also known as the Jewels of Italy. The transportation for moving within the cities will also be included in the package. In addition, we will also provide you with an English-speaking tour guide to help you explore Italy and make the most of your trip.

Our standard prices start off from $5,500 per person for our Economy Package; the accommodation for this package is in a three-star hotel, such as the Hotel Al Paive. The Star Package costs $8000 per person, with accommodation in a four-star hotel such as the Hotel Berchielli. Our Deluxe Package costs $11,000 per person with accommodation in a five-star hotel, such as the Ritz-Carlton. These prices are exclusive of airfare. The prices may also vary depending on the type of transportation you want to choose; for instance, public bus, subway, taxi, or a private car. The current price is quoted for a private car.

Also, as the summers are approaching, the prices in the travel market is peaking due to the rush-season; yet, we are offering a special discount up to 10% until the first week of June. I would highly advise you to make your bookings with us as soon as possible, as the current prices are likely to go up several thousands of dollars in the coming weeks.

Your inclination to choose our company for your trip reflects astuteness; since Gleaming Horizons Travel Agency is a well-reputed company working relentlessly to provide luxurious vacations for couples and families for over a decade. We will ensure that you have a smooth trip without any complications and that you bring back many perfect memories.

Please do not hesitate to place your order right away. As mentioned earlier, the discounted prices are only available for six more days; i.e. the first week of June. You may inquire with other travel agencies if you wish. I guarantee you will find our company’s prices are the lowest for the caliber of quality we are providing for all our services.

To book your trip, please email us at [email protected] with detailed information about the number of people traveling, names of the individuals as mentioned in the passports, and your selected package; i.e Economy Package, Star Package, or Deluxe Package. Or call at our booking office – UAN: 800-111-22-33.

Looking forward to hearing from you.

Yours Sincerely, [[Name]] [[Ageny Name]]

Needy Customers Response Email Template

title=Regarding your queries, [[Mr./Ms. Name]], Hi [[customer name]],

Thanks for reaching out to us with your queries. We would love to solve your issue and we think phone calls are the best way to go about it.

Would you love to get on a call with us to discuss this? Please do get back to us with your available timings and kindly leave a number so that we can call.

We look forward to taking care of your issues. Thanks for choosing us.

[[Agency Contact No.]]

25 Travel Agency Email Subject Lines You Can Use

Here's a list of 25 popular email subject lines you can use for your Travel Agency

• Sure, it's possible to land a cheap flight. Let us help you
• Hey! Look at this! It's a vacation deal!
• You deserve the trip of a lifetime.
• Planning Your Mini-Vacay?
• Need a last-minute flight?
• Are you curious about our personalized service?
• You're going to love this… Now you can escape to over 500 destinations
• Are you getting enough sunshine this summer?
• Check out 50% Off Call of the Wild at Super Summer Sale
• What location is perfect for your next escape?
• Let me help you find a vacation you'll never forget!
• The Perfect Destination For Birthday Getaway
• Need help planning your next vacation?
• Are you a travel addict?
• Hello traveler, you have found a treasure! Let us show you
• Book your flight now and get thousands of miles bonus!
• Your dream vacation is only a click away
• Your summer vacation is about to get interesting
• Forget the stress of travel.
• Your destination is waiting
• You don't want to miss out on these deals
• You've got the plan. We've got the room. It's all
• Where would you like to go?
• Travel hasn't been the same without you!
• How you can win the ultimate travel experience

Below we detail the most common questions as it relates to Travel Agency for email.

How to market a travel agency?

• Add variety to your social media posts.
• Send direct mail to your clients.
• Practice your 30-second commercial.

How to become a travel agent?

• Focus on a specialty.
• Develop and market your brand.
• Create a business plan.

How is email marketing used in the travel industry?

• Attract and retain new customers.
• Convince people to take a trip even if they weren’t planning to.
• Give customers a way to connect with your travel business on social media and develop a better relationship.

There we have it: some smashing email templates for your viewing pleasure. Emails are a way of strengthening your connection with your customers. The templates and emails above can guide you through the process of building trust and rapport with your customers and prospects.

We hope you have found them helpful and get plenty of inspiration for your email marketing campaigns.

• 39 Pros & Cons Of Starting A Travel Agent (2024) 1 of 5
• 30 Trending Travel Agency Businesses [2024] 2 of 5
• 10 Travel Agency Success Stories [2024] 3 of 5
• How Profitable Is A Travel Agent? (Updated for 2024) 4 of 5
• How Much Does It Cost To Become A Travel Agent? (In 2024) 5 of 5

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just launched 🚀

client communication templates for tern

shop the workflow

are you ready to build a referral-worthy travel business?

All of the email, form, & task list templates you need to deliver a high-end booking experience for your travel clients..

The secret to generating repeat business and converting clients into lifelong super fans? A streamlined & enjoyable booking experience from the moment a client submits your inquiry form through the moment they return home. 

You started your travel business to help your clients experience the world…

But instead of feeling fulfilled in your role, you are bogged down with endless client emails and overdue trip tasks . You see other travel advisors who are able to run their business while they travel the world, wondering how they can effortlessly balance it all. You know that there is a better way to do things, but for some reason it feels like an industry secret.

here's the problem...

You are failing to implement or enforce boundaries with your clients, leading to resentment and burnout.

You’re putting in way too many hours trying to control the chaos that it feels there is not enough time to even breathe.

Client details are falling through the cracks and your booking process feels inconsistent & unprofessional.

the truth of the matter is... 

If you don’t have a streamlined booking process, you can’t grow your travel business..

For too long, travel advisors have been sold a dream that anyone can be successful in this industry. A “dream” that includes hundreds of happy clients easily managed remotely while advisors jet from one beautiful FAM destination to another.  But the reality is that running a successful travel business feels more like juggling 12 balls at once. And once you feel like you have those balls under control, one of them catches on fire. 

When you are constantly juggling client emails & deadlines, you are inevitably going to get exhausted & burnt out.

But what if there was a better way to build and run a successful travel business?

Imagine what your business could look like if...

You had all of the email and form templates you need to effortlessly manage your communication with clients. 

You had a client process roadmap that empowers your clients while simultaneously protecting your boundaries. 

You are able to book more clients because you have an organized back-end system for managing your clients. 

You are able to hire help or bring on new agents because you have a streamlined system.

You have a book of happy clients who enthusiastically refer more clients to you because they loved their experience.

You could get it all done in less time and FINALLY take a well-deserved vacation.

Business is booming! You have a new client inquiry... 🎉

You just received a 5-star review  on Google! ⭐️⭐️⭐️⭐️⭐️

Thompson Honeymoon just paid their upcoming invoice in full 💰

Business is booming! You have a  new client inquiry… 🎉

introducing...

Client communication templates, a collection of email, forms, and task list templates to help you enforce boundaries, manage expectations, & deliver a high-end travel booking experience..

What if you could skip the overwhelm of pausing your business to elevate your client experience and get right to the good part? Now, you can… with our Client Communication Templates!  Our bundle of templates include every email & form you need to streamline and elevate your booking process.

now available for any crm!

What's waiting for you inside.

Each canned email is designed save you precious time while clearly communicating your process, expectations, and boundaries throughout every step of the booking process. All you have to do is adjust the verbiage to your brand’s tone and upload them into your preferred email system!

44 canned email templates

These forms are battle-tested through our team’s combined 10+ years in the travel industry! Gather precious client details and protect your business with forms like payment authorizations, updated flight details, new client inquiry form, welcome home survey, and more!

14 client form templates

Each canned email comes with a corresponding email header graphic that allows you to keep every touchpoint beautiful & on brand! These templates are designed in Canva, making it easy to upload your brand assets, source beautiful stock images, and upload each graphic directly into your email system.

Email header graphics

Tired of small details falling through the cracks? These templates come with a New Lead Task List & Booked Trip Task List so you can feel relaxed knowing that each detail of the booking process is clearly outlined in an organized roadmap for each and every travel client! 

2 client task list templates 

Our "What To Do When" & "How We Work" Guides are including in this template bundle! These supporting client experience documents are designed to empower clients & educate them on your process. These are designed in Canva and meant to be sent along with your workflow!

Supporting Client Documents 

And of course we would never just give you all of these incredible resources and leave you to fend for yourself! Our comprehensive “Getting Started Guide” will walk you through exactly how to audit and customize these templates so that they are perfect for YOUR unique travel business!

getting started guide

ready to invest?

Purchase the templates trusted by 700+ travel advisors around the world, traveljoy templates.

+ TIQUE's recommended workflow + Editable emails templates in google + Optional set-up tutorials & service add-ons

general templates

+ TIQUE's recommended workflow + editable email templates in google + designed for any cRM

tern templates

+ TIQUE's recommended workflow + editable email templates in google + Optional Set-Up Tutorials & Service Add-Ons

Sheila hixon, Travel Bug Vacation Planning

“I had no true workflow before. Now I have a timeline laid out so my clients aren’t wondering when to expect communication… and I have a dedicated system that allows ME to stay organized too!"

"Are these Communication Templates REALLY worth the hype?"

We think so, but we asked our customers for you....

Ashley Les, Pro travel inc.

“Honestly I’m so glad my friend Angela told me about this workflow. As someone who just “wings it” a bit, BUT has great sales, I didn’t realize how much time I’ve been wasting trying to remember it all!”

Brenda Otto, sunray travel 

“I finally feel my back office is more organized and automated, also my emails look so much more professional. This is saving me so much time allowing me to focus on providing great service to new and existing clients.”

Elyn blacknight

“I bought your workflow a few days ago. It was a bit of a leap of faith, but I was so overwhelmed because I felt like I was building the plane while I was flying it. I’ve just started implementing portions of it and am so impressed. Already feeling more serenity around my processes - I can’t wait to see some of the add-on’s being produced!”

“There is, unequivocally, nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow! It is worth every penny! As a result of implementing this workflow, I am closing more business, getting more done, eliminating inquiries that are not a good fit, and constantly getting compliments on my professionalism.”

Ana white, wanna jet away custom travel

“Definitely worth the investment! So happy that I’m learning to run an organized business… The emails look so professional! Although I’ve only booked a handful of trips, the few emails that I have sent through travel joy, make me seem much more experienced!”

Jennifer Verville, gourmet adventures travel co.

I would tell (any advisors on the fence about purchasing) to jump on this opportunity as soon as they can. The time and money I could have saved had I joined earlier makes me crazy. But I’m so happy to be here now.

Alicen stoker, global adventure travel

“TIQUE’S workflow template are truly a worthwhile investment. Purchasing and implementing their workflow has helped me run my travel agency smoothly and saved me countless hours.”

Dianna bethel, mer bleue

I think the word “investing” describes the program perfectly. It’s a true investment. The materials themselves are of amazing quality. The course helps new advisors better understand the way TravelJoy works and how the materials can be adapted to best fit your business. My advice is 100% to do it!

Heidi Theis, Benvenuto Travel

FREE DOWNLOAD

5 Free Client Communication Email Templates

If there is one thing we are passionate about it's helping travel advisors work smarter, not harder! So we are giving you our five must have email templates that you can customize & add directly to your TravelJoy or CRM. 

Are you ready to save time and “wow” your clients? 

Frequently asked questions.

will you implement my workflow for me?

Yes, we do offer our TravelJoy Setup Service, but only to the clients with TravelJoy who purchased our Client Communication Templates. Once you complete your purchase, we have a secret menu of workflow support services for our clients to take advantage of! It’s giving Starbucks secret menu vibes 🤫

how long do i have access to these templates?

Forever! Once you complete your purchase you will be sent an email with access links to all of your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a little update - you will receive the updated version for no additional charge.

what happens after I purchase?

Once you purchase either the TravelJoy or non-TravelJoy templates, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc. 

is there a payment plan available for these templates?

Due to the smaller investment and digital nature of this product, we do not offer a payment plan for our Client Communication Templates at this point in time. 

I don't use traveljoy. Would these templates still work for me?

YES! We have created two versions of our popular workflow: one for TravelJoy users and one for advisors using another CRM who is not ready to move over to TravelJoy just yet. These "generic" templates are identical to the TravelJoy version but do not contain any of the TravelJoy specific verbiage or smart fields. When selecting "Purchase Templates" make sure that you are selecting the correct version for your business!  

Did you happen to skip all the way to the bottom?

If you're looking for the TL:DR (too long, didn’t read) version, here you go… Out Client Communication Templates are a complete collection of email, forms, and task list templates to help you enforce boundaries, manage expectations, & deliver a high-end travel booking experience. Ready to feel confident and more organized in your business?

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EARNINGS DISCLAIMER: Your level of success in attaining the results from using our products, services, membership, and information depends on, but is not limited to, the time you devote to the program(s) and courses, ideas and techniques used, your preexisting knowledge, your team of support or employees, various skills, business savvy, network, and financial situation. While we make every effort to ensure that we accurately represent all the products and services reviewed on this website and their potential for income, earnings and income statements made by TIQUE HQ, LLC and its advertisers / sponsors are estimates only of what we think you can possibly earn. Review the course terms & conditions.

Travel Services Agreement

Jump to section, what is a travel services agreement.

A travel services agreement is a contract between a travel agency and a client that serves as a master document governing the business relationship. A few of the most important aspects of a travel services agreement include an agency's terms and conditions, travel advisories, and planning fee terms. Consolidating all of these pieces into one master document simplifies the relationship between the two parties, making the process easier and more palatable for everyone involved.

Perhaps the biggest benefit of signing a travel services agreement lies in the protections it offers. Travel agencies are reassured that their clients have a good understanding of how the relationship will work. Travelers, on the other hand, can count on having no surprises during their trip. If anything goes wrong on either end, a travel services agreement provides vital evidence to benefit the wronged party.

Common Sections in Travel Services Agreements

Below is a list of common sections included in Travel Services Agreements. These sections are linked to the below sample agreement for you to explore.

Travel Services Agreement Sample

Reference : Security Exchange Commission - Edgar Database, EX-10.1 2 f8k101012_ex10z1.htm EXHIBIT 10.1 TRAVEL SERVICES AGREEMENT , Viewed August 13, 2022, View Source on SEC .

Who Helps With Travel Services Agreements?

Lawyers with backgrounds working on travel services agreements work with clients to help. Do you need help with a travel services agreement?

Post a project  in ContractsCounsel's marketplace to get free bids from lawyers to draft, review, or negotiate travel services agreements. All lawyers are vetted by our team and peer reviewed by our customers for you to explore before hiring.

Need help with a Travel Services Agreement?

Meet some of our travel services agreement lawyers.

I specialize in contract law and focus on making sure your contract is clear, protects your interests and meets your needs. You can expect fast, straightforward communication from me, making sure you understand every step. With my experience, you'll get a detailed review of your contract at a fair, fixed price, without any surprises. I have over 30 years of business and legal experience that I bring to your project. I graduated from The University of Texas School of Law with High Honors in 1993 and practiced at Texas' largest law firm. I have founded companies and so understand how to be helpful as both a lawyer and business owner.

Anatalia S.

High quality work product at affordable prices.

Attorney Garrett Mayleben's practice is focused on representing small businesses and the working people that make them profitable. He represents companies in structuring and negotiating merger, acquisition, and real estate transactions; guides emerging companies through the startup phase; and consults with business owners on corporate governance matters. Garrett also practices in employment law, copyright and trademark law, and civil litigation. Though industry agnostic, Garrett has particular experience representing medical, dental, veterinary, and chiropractic practices in various business transactions, transitions, and the structuring of related management service organizations (MSOs).

Trusted contracts attorney specializing in real estate and business law. I handle leases, land purchase contracts, investment valuations, cease and desist letters, and operating agreements.

I am a Berkeley Law 2020 graduate. I have experience working in finance and operations, plaintiff and defense litigation, and have been involved in multiple start-ups.

Jeanilou M.

Jeanilou G.T. Maschhoff has over 20 years of comprehensive business operations, finance, and development experience in addition to being a licensed attorney in California and Hawaii. She zealously works as a Trusted Advisor, Business/Brand Consultant, and Advocate for small businesses, non-profit organizations, and personal brands. She is dedicated to helping female business owners and professionals in the entertainment, beauty, fashion, and wellness industries make their goals a reality. She uses her diversified expertise to provide a holistic approach to addressing business and legal needs. Acting as a trusted advisor and outsourced general counsel, she assists on an array of business and personal matters. Passionate about social justice and assisting underrepresented populations, Jeanilou started her legal career working in the non-profit sector working towards access to justice and gender equity. She continues to assist non-profit organizations in many capacities and actively looks to partner businesses with charitable causes, creating a synergistic effect that benefits not only the organizations involved but our society as a whole. As an early adopter of the virtual practice of law, Jeanilou has been assisting law firms and solo practitioners adjust to the remote delivery of legal services and helping businesses explore Web 3.0.

30 year practitioner. Seasoned but not old. Wide variety of practice areas, including criminal, domestic and civil law.

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Location: california, turnaround: over a week, service: drafting, doc type: service agreement, number of bids: 7, bid range: $1,000 - $1,500, import agent sales agreement, turnaround: a week, number of bids: 5, bid range: $400 - $1,200, related contracts.

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Watch CBS News

How to travel around the Francis Scott Key Bridge collapse in Baltimore: A look at the traffic impact and alternate routes

By Rohan Mattu

Updated on: April 4, 2024 / 8:10 AM EDT / CBS Baltimore

BALTIMORE -- The collapse of the Francis Scott Key Bridge in Baltimore early on the morning of March 26  led to a major traffic impact for the region and cut off a major artery into and out of the port city. 

Drivers are told to prepare for extra commuting time until further notice.

Alternate routes after Francis Scott Key Bridge collapse

Maryland transit authorities quickly put detours in place for those traveling through Dundalk or the Curtis Bay/Hawkins Point side of the bridge. The estimated 31,000 who travel the bridge every day will need to find a new route for the foreseeable future. 

The outer loop I-695 closure shifted to exit 1/Quarantine Road (past the Curtis Creek Drawbridge) to allow for enhanced local traffic access. 

The inner loop of I-695 remains closed at MD 157 (Peninsula Expressway). Additionally, the ramp from MD 157 to the inner loop of I-695 will be closed. 

Alternate routes are I-95 (Fort McHenry Tunnel) or I-895 (Baltimore Harbor Tunnel) for north/south routes. 

Commercial vehicles carrying materials that are prohibited in the tunnel crossings, including recreation vehicles carrying propane, should plan on using I-695 (Baltimore Beltway) between Essex and Glen Burnie. This will add significant driving time.    

Where is the Francis Scott Key Bridge? 

The Key Bridge crosses the Patapsco River, a key waterway that along with the Port of Baltimore serves as a hub for East Coast shipping. 

The bridge is the outermost of three toll crossings of Baltimore's Harbor and the final link in Interstate 695, known in the region as the Baltimore Beltway, which links Baltimore and Washington, D.C. 

The bridge was built after the Baltimore Harbor Tunnel reached capacity and experienced heavy congestion almost daily, according to the MDTA. 

Tractor-trailer inspections

Tractor-trailers that now have clearance to use the tunnels will need to be checked for hazardous materials, which are not permitted in tunnels, and that could further hold up traffic. 

The MDTA says vehicles carrying bottled propane gas over 10 pounds per container (maximum of 10 containers), bulk gasoline, explosives, significant amounts of radioactive materials, and other hazardous materials are prohibited from using the Fort McHenry Tunnel (I-95) or the Baltimore Harbor Tunnel (I-895).  

Any vehicles transporting hazardous materials should use the western section of I-695 around the tunnels, officials said. 

• Francis Scott Key Bridge
• Bridge Collapse
• Patapsco River

Rohan Mattu is a digital producer at CBS News Baltimore. Rohan graduated from Towson University in 2020 with a degree in journalism and previously wrote for WDVM-TV in Hagerstown. He maintains WJZ's website and social media, which includes breaking news in everything from politics to sports.

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Travel Agent Quote Template

A travel agent quote template is used by seasoned travel professionals to give potential travelers an estimate of how much a trip would cost. If you’re a travel agent, you can create a professional quote to share pricing details with your customers by using a travel quote template online.

With a free template from Jotform, you can create a custom quote to add to your website and share it with your potential clients. Add in the cost of airfare, hotel stays, or rental cars, and the template will automatically add in all of the fees and taxes for you.

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March Madness bracket predictions: Final Four picks and odds for the 2024 NCAA Tournament

The 2024 men's NCAA Tournament is down to the final weekend of action. Saturday's Final Four games will set the opponents for the national championship game April 8.

This year's Final Four includes two No. 1 seeds - the Purdue Boilermakers and UConn Huskies - as well as a No. 4 seed in the Alabama Crimson Tide and the No. 11 seed NC State Wolfpack . This year marks the second time in the last four years in which a No. 11 seed's made the Final Four, as UCLA did so in 2021 .

The Huskies have a chance to repeat as NCAA Tournament champions and become the first program since Florida in 2006-07 to do so. But will they be the first team in seven years to make consecutive national championship games? Here's what experts are predicting:

2024 Men's Final Four: Purdue-NC State predictions roundup

Detroit free press : purdue 79, nc state 69.

Tony Garcia says: "NC State is on an absolutely incredible run. A team that would’ve missed the tournament, it became the first to win five games in five days in the ACC tournament to earn an automatic berth. Then, it upset 6-seed Texas Tech and outlasted red-hot 14-seed Oakland in overtime. The Wolfpack then easily beat 2-seed Marquette, before dispatching conference foe and in-state rival Duke to go to the Final Four. Its a memorable stretch, much like that of coach Jim Valvano’s 1983 national championship team, but it doesn’t end with the same Disney finish."

FOLLOW THE MADNESS: NCAA basketball bracket, scores, schedules, teams and more.

Bleacher Report : Purdue 85, NC State 68

Kerry Miller writes: "In all likelihood, though, this is where the incredible run ends for NC State, with DJ Burns Jr. unable to get anything going in the paint against Edey, and with the Wolfpack's three-point defense regressing to the mean against an excellent perimeter attack."

Action Network : NC State +9.5

Staff say: "All of this is a long-winded way of saying I think 9.5 points is too many. This is not some mid-major Cinderella that will be overmatched talent-wise on the sport's biggest stage. The Wolfpack will certainly put up a fight in Phoenix, even if they ultimately come up short of a victory."

Andy Katz, NCAA : Purdue wins

Katz says: "It'll be a better game than UConn-Alabama but the depth of Purdue is going to advance the Boilermakers."

2024 Men's Final Four: Purdue-NC State odds

The Boilermakers are favorites to defeat the Wolfpack in Saturday's Final Four matchup, according to the  BetMGM college basketball odds . Looking to wager? Check out the  best mobile sports betting apps  offering  sports betting promos in 2024 .

Odds as of Tuesday evening.

• Spread: Purdue (-9.5)
• Moneylines: Purde (-450); NC State (+350)
• Over/under: 145.5

2024 Men's Final Four: Purdue-NC State how to watch

Date: Saturday, April 6, 2024

Time : 6:09 p.m. ET

Streaming: Paramount+

2024 Men's Final Four: UConn-Alabama predictions roundup

Detroit free press : uconn 85, alabama 71.

Tony Garcia says: "It’s already a banner season for Alabama, which has made the Final Four for the first time. That’s plenty good enough for a football powerhouse ushering in a new era in its primary sport. UConn, in case it’s not clear, is on a march path right now and nobody looks like it can stop Donovan Clingan, Tristen Newton and Cam Spencer."

Bleacher Report : UConn 91, Alabama 80

Kerry Miller writes: "For as potent as Alabama can be on offense, the Huskies are even a little bit more efficient. And these defenses could not be much more disparate, with UConn ranking fourth in adjusted defensive efficiency compared to Alabama at No. 104. Maybe Alabama does what 16 of UConn's last 19 opponents could not do and averages better than one point per possession on offense. The problem is the Huskies might average around 1.3 points per possession when they have the ball."

Action Network : UConn -11.5

Staff say: "Even if Alabama continues to get lucky with opponents failing to make any free throw or 3, the Huskies will figure out a way to score consistently. It’s what Hurley does. UConn rolls to the championship game. Wager accordingly."

Andy Katz, NCAA : UConn wins

Katz says: "(Alabama) cannot do what Illinois did which is attack Clingan and they're going to have to get lucky because they don't match up as well against UConn... I don't see Alabama being able to do it. I don't think they have the size, the depth, so I have UConn advancing."

2024 Men's Final Four: UConn-Alabama odds

The Huskies are favorites to defeat the Crimson Tide in Saturday's Final Four matchup, according to the  BetMGM college basketball odds . Looking to wager? Check out the  best mobile sports betting apps  offering  sports betting promos in 2024 .

• Spread: UConn (-12.5)
• Moneylines: UConn (-750); Alabama (+525)
• Over/under: 160.5

2024 Men's Final Four: UConn-Alabama how to watch

Time : 8:49 p.m. ET

How to watch March Madness: Watch all tournament games with a subscription to fuboTV

How to watch NCAA Men's Basketball March Madness 2024

All games will be broadcast across CBS, TBS, TNT and TruTV. Here are additional streaming options to watch all the action on your devices.

• Stream through HULU with Live TV
• NCAA March Madness Live app
• Stream through DirecTV Stream

Printable March Madness bracket

You can find a printable bracket for the men's tournament here.

A women's tournament printable bracket is available here.

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