Use the Client Inquiry Form to ask travel-specific questions to your potential client, and get to know their travel style.

If you determine you would like to proceed and work with this traveler, the Intake Form allows you to gather your new client's personal and travel-related information. 

Write down your client's ideas, notes, and preferences for their upcoming trip on the Trip Planning Form.

The Researching & Quoting Form gives plenty of room to write down your ideas, notes, and quotes that you find while checking options for your client. 

Keep your confirmations in order with the Booking Admin Form and Checklist. Track deposit amounts, important payment dates, and the travel components you have confirmed. 

Use the Checklist on the back of each form to remind you of items that you need to completed, both pre-travel and post-travel.