Client Intake Form

Client Intake Form

Please provide me with complete answer and as much information as possible. ***This form can be filled out for all trips besides cruises. Reach out to me via email to get a cruise form if you're booking a cruise!
Contact name*

First NameMiddle NameLast Name
Birth date*

MonthDayYear
Phone number*

Area CodePhone Number
E-mail*
Emergency Contact Information: Please provide names, phone numbers, and relationships of emergency contacts for all travelers.
How did you hear about us?*
Travel Details
Where do you want to travel? If not sure, pick up to 3 locations*
If traveling internationally, do you and/or all other travelers have a valid passport with at least 3 months on it from your trip date?*
Have you looked around here for a place to stay? If yes, please share details below about whether you liked or didn't like what you found. This helps prevent searching again for the same thing.*
What are your travel dates? If not sure, what month/time of year?*
Where are you Traveling from?*
Is there a special reason for this trip? *
For example: birthday, anniversary, honeymoon, bucket list, family vacations, business
What type of experience are you looking for? (tick all that apply) **

BeachCityNatureMountainsSkiing TripAdverntureCulturalFamily (kid friendly)WellnessAll InclusivePet FriendlyRoad TripFoodieOther
To help me better understand your budget, what would you like to spend per night on a hotel? **

$100 - 150$150 - 200$200-250$250-300$300-400$400-500$500-600$600 or aboveOther
Estimated Total Spending Budget (Must be a Dollar Amount ($XXX.XX)*
Hotels, flights, rental cars, insurance, etc
How soon are you able to pay your deposit?*
Preferred Accommodation Type: Do you have a preference for accommodation types (e.g., hotel, resort, villa)? (i do not book air bnb) If so, please specify any requirements or preferences.*

HotelResortVillaVrboOther
Please check the services that you need*

Rental CarHotel AccommodationsRestaurant Reservations/RecsPrivate Car ServiceAirline Tickets (10% booking fee)Special Event Booking (Itinerary fee - starting $29.99 for 2 days, $10 extra for each day added after that)Activities/Tours (Itinerary fee - starting $29.99 for 2 days, $10 extra for each day added after that)Other
Travel Insurance: Would you like assistance in arranging travel insurance for your trip? (Highly recommended for international trips).*

YesNo
Traveler's Details
Names of all guests & ages (if children are involved): Traveler name, age (children), dietary requirements, other allergies.*
What hotels have you stayed in before that you have loved? Why did you love it? (doesn't have to be at this location)*
Travel Style: How would you describe your preferred travel style? (luxury, budget-friendly, adventurous, relaxed, etc)*
Must Haves: Are there any specific travel preferences or must-have amenities you require for your accommodations? (ocean view, swimming pool, fitness center, free breakfast)?*
Preferred airline
Preferred hotel brand
Additional Comments or Questions: Is there anything else you would like to share or inquire about regarding your upcoming trip?
Should be Empty:

Client Intake Form

Travel Details

Traveler's Details