Customer Information Form
DATE COMPLETED
/
Month
/
Day
Year
Date
Client Name
Email
example@example.com
Phone
Address
Vacation Budget
Insurance
Yes
No (If no, obtain signed waiver)
Number of Adults
Number of Children and Ages
Dates of Travel
/
Month
/
Day
Year
Date
Flexible
Yes
No
Destinations of Interest
Departure City
Airline Preference (Frequent Flyer Programs)
Seat Preference
Business Class
Aisle
First Class
Middle
Extra Leg Room/Premium
Economy
Window
Forward
Bulkhead
Wing
Cruise Preferences (Frequent Cruiser Programs)
Cruise Itinerary
Cruise Length
Pre and Post Cruise Nights
Yes
No
Cabin Class
Beverage Plan
Yes
No
Beverage Plan Type
# of Nights
Hotel Preferences (Frequent Guest Programs)
Features
Standard Room
Garden View
Ocean View/Front
Other:
All Inclusive
Adults Only
Family Friendly
Concierge Level:
Suite/Jr Suite
On the Beach
Kids Club
Near City Center
Near Air/Cruise Port
Activities On-Site
Standard View
Ocean View
Luxury Resort
Car Preferences (Frequent Renter Programs)
Add Ons
Car Category
Mid Size
Full Size
Other
Luxury
Compact
Country or Countries of Interest
Escorted
Independent
Country or Countries of Interest
Activity Level
What hotels have you stayed in and enjoyed?
What cruiselines and resorts have you enjoyed before, if any?
What activities do you enjoy when travelling?
Culture/Arts
Beach/Sun
Active/Sports
Sightseeing/History
Wine/Culinary
Shopping
Spa
Notes
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