Customer Information Form
TODAYS DATE:
*
/
Month
/
Day
Year
Date
Client Name:
*
First Name
Last Name
Email:
*
example@example.com
Phone #:
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Vacation Budget:
*
Insurance?
*
Yes
No (If no, obtain signed waiver)
Number of Adults
*
Number of Children and Ages
Start Date of Travel
*
/
Month
/
Day
Year
Date
End Date of Travel
/
Month
/
Day
Year
Date
Flexible Dates:
Yes
No
Destinations of Interest
*
Air Travel
Departure City
Airline Preference (Frequent Flyer Programs)
Seat Preference
Economy
Extra Leg Room/Premium
Business Class
First Class
Aisle
Middle
Window
Bulkhead
Forward
Wing
Cruise Vacation
Cruise Preferences (Frequent Cruiser Programs)
Cruise Itinerary:
Cruise Length:
Pre and Post Cruise Nights:
Yes
No
Cabin Class:
Ex: Interior, Ocean View, Balcony, Suite, etc.
Beverage Plan:
Yes
No
Beverage Plan Type
Ex: Alcohol, Fountain Drinks, or Both
Hotel and Resort Vacation
# of Nights:
Hotel Preferences (Frequent Guest Programs)
# of Rooms/Arrangement
Features
Standard Room
Garden View
Ocean View/Front
All Inclusive
Adults Only
Family Friendly
Other
Features
Suite/Jr Suite
On the Beach
Near City Center
Kids Club
Near Air/Cruise Port
Luxury Resort
Activities On-Site
Standard View
Ocean View
Concierge Level
Car Rental
Car Preferences(Frequent Renter Programs):
Add-Ons:
Car Category
Compact
Mid Size
Full Size
Luxury
Other
Package Tour
Country or Countries of Interest
Country or Countries of Interest
Escorted
Independent:
Activity Level
Other Information
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?
Sightseeing/History
Culture/Arts
Beach/Sun
Active/Sports
Wine/Culinary
Shopping
Spa
Additional Notes
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