SoloBo Consults Travel Intake Form

Client Intake Form
Please select one of the following options to proceed with your travel inquiry:*

1. Start a Fresh Quote: Tailor a new travel package to your specific needs and preferences.2. Select an Existing Package: Choose from our curated travel packages for a seamless experience

Travel Details
Which destination package would you like for us to quote?*

Lisbon,PortugalMilan,ItalySydney, AustraliaPhuket,ThailandNassau, BahamasCancun,MexicoWillemstad,Curaçao
Choose your travel experience*

Essentials PlusLuxury ExplorerElite Voyager
Select all services needed*

FlightsHotel/ResortEntertainment (Sporting Event /Concert)ExcursionAll- Inclusive ResortVacation Home or VillaCruiseBus or TrainDisney World
Select all services needed*

FlightsHotel/ResortEntertainment (Sporting Event /Concert)ExcursionAll- Inclusive ResortVacation Home or Villa
Travel Departure Date*

MonthDayYear
Date
Travel Return Date*

MonthDayYear
Date
Destination*
Where would you like to travel?
Are your travel dates flexible?*

YesNo
Flexible Travel Departure Date

MonthDayYear
Date
Flexible Travel Return Date

MonthDayYear
Date
Max budget willing to spend for entire trip($ USD)*
This excludes Excursion
When will you be able to make a deposit?*

1-5 Days7-14 Days30 + Days
Flight Accommodations
From which airport would you like to depart from?*
Preferred Airline Cabin Class*

EconomyPremium EconomyFirst ClassBusiness Class
Seat Preference*

AisleMiddleWindow
Lodging Accommodations
Are you going to require transportation?*

Car RentalShuttle Transfers to/from HotelUnsureNo
How many rooms will be needed?*
Room Accommodations*

Standard RoomOceanviewBalconySwim UpBeach Front
Preferred Bedding*

2 Double Beds1 King Bed
Car Rental Accommodations
Preferred Car Category*

CompactMid SizeFull SizeLuxury
Bus or Train Accommodations
Please use the space below to provide any additional information or specific requests regarding your bus or train accommodations. This could include preferences for seating arrangements, special requirements, preferred amenities, or any other details that will help us tailor your travel experience to your needs.
Disney World Accommodations
Do you know which Disney resort you are interested in?*

Yes, I know the resort I wantNo, please help me decide
What type of resorts options would you like to consider?*

Deluxe Villas & Resort HotelsModerate Resort HotelsValue Resort HotelsOther
Which Deluxe Villa & Resort Options are you interested in?*

Saratoga Springs Resort & SpaOld Key West ResortPolynesian Villas & BungalowsContemporary ResortGrand FloridianKidani VillageBoardwalk VillasBoardwalk InnBolder Ridge Villas (Wilderness Lodge)Jambo HouseCopper Creek Villas & Cabins (Wilderness Lodge)Beach Club Resort Yacht Club Resort
Which Moderate Resort Options are you interested in?*

Caribbean Beach ResortPort Orleans Resort––RiversidePort Orleans Resort––French QuarterCoronado Springs ResortCabins at Fort Wilderness Resort
Which Value Resort Options are you interested in?*

Pop Century ResortAll-Star Music ResortAll-Star Movies ResortAll-Star Sport ResortArt of Animation ResortThe Campsites at Fort Wilderness
Disney World Package Add-Ons
How many days of park tickets would you like?*
Would you like to add the Park Hopper Option?*
Would you like to add the Water Park Fun & More Option?*
Would you like to add a Dining Plan to your package?*
Do you need ground transportation?*
Check all that apply

Disney Visa HolderActive Military with military IDRetired Military with military IDActive Military Spouse with Military IDRetired Military Spouse with Military IDWe are all Florida ResidentsSome of us are Florida ResidentsAt least one of us has an annual pass
Cruise Accommodations
What type of cruising experience would you like?*

Ocean CruiseRiver Cruise
Select your desired River cruise lines*

AmaWaterwaysAvalon WaterwaysCroisiEuropeLindblad ExpeditionsScenic Luxury Cruises & ToursTauckUniworld Boutique River CruisesViking River
Select your desired Ocean cruise lines*

AzamaraCarnival Cruise LineCelebrity CruisesCelestyal CruisesCosta CruisesCrystalCunardDisney CruiseHolland AmericaMSC CruisesNorwegian CruisesRoyal Caribbean CruisesTauckViking OceanVirgin Voyages
Select a destination*

AlaskaAsiaAustraliaBermudaCanada & New EnglandCaribbeanEuropeArabian GulfHawaiiMexicoNew ZealandPanama CanalSouth PacificThe BahamasTransatlanticTranspacific
Are you going to require transportation?*

YesNo
Room Accommodations*

InsideOceanviewBalconySuite
How many rooms will be needed?*
Preferred Bedding*

2 Twin Beds1 King Bed
Type of Trip

HoneymoonGetawayBusinessFamily VacationBirthday
Additional Info
Please include anything special or extra such as any desired resort or hotel choices, airline or cruise ship preferences, activities. The more information that you provide will help us to create the perfect vacation for your needs and wants.
How did you hear about us?
Travel Insurance
Would you like to add Travel Insurance?*

YesNo
✈️ Nonrefundable Research Investment

At SoloBo Consults: Travel & Tips, every trip is planned with care, strategy, and personalized attention.

To begin the planning process, a nonrefundable Research & Planning Investment is required:

$50 for new clients
$25 for returning clients

This covers:

Researching and recommending flights, accommodations, and travel options
Creating a customized quote based on your needs
Staying up to date on airline rules and destination requirements
Support throughout the planning phase
⏱️ Your initial quote will be delivered within 4–7 business days.

🌍 Service Tiers & Planning Support
Every traveler has a different travel style, so I offer flexible service tiers based on the level of support you want.
Service tiers are in addition to the Research & Planning Investment and are selected after you approve your quote.

✨ Choose the experience that fits your trip best:

✨ Essentials Plus — $75 per trip
🧳 Standard planning support

Includes:
• Booking guidance
• Standard planning & coordination

Best for:
Travelers who want their trip booked and organized with ease.

✨ Luxury Explorer — $150 per trip
🌿 Priority planning & personalization

Includes:
• Priority support
• Day-by-day itinerary
• Curated activity ideas

Best for:
Travelers who want a more personalized experience with thoughtful extras.

✨ Elite Voyager — $300 per trip
👑 VIP concierge & white-glove support

Includes:
• VIP concierge planning
• Unlimited revisions
• Upgrade monitoring
• Exclusive experiences

Best for:
Travelers who want a fully managed, high-touch experience.

🚨 Disruption Care (When Needed)
If unexpected travel changes occur (such as cancellations, airline schedule changes, or last-minute rebooking), Disruption Care support may apply.

Disruption Care is billed as a one-time fee aligned with your selected service level and covers additional coordination and airline/vendor advocacy.

👥 Group Travel & Guest Management Fees
Planning group travel requires additional coordination to ensure everyone’s details, payments, and documents are handled smoothly. To cover this extra support, I apply the following group management fees:

Group Trip Setup (6+ travelers): $100 per group
(Covers initial setup, communication systems, group coordination, and consolidated invoicing.)
Additional Guest Added to an Existing Trip: $25 per traveler
Airline Ticketing / Seat Upgrade Monitoring: $25 per traveler

Please review nonrefundable research investment and confirm*

Yes, I agree
Terms & Conditions

The non-refundable retainer fee is good for ONLY 48 hours after itinerary has been sent.

The non-refundable retainer fee includes:
- 2 itinerary and package searches to find the best quote that is within your budget;
- pre-trip travel tips and advisories;
- email/phone assistance during your travel;
- post-trip follow-up.
Its not just about finding you a great deal but its about creating you a memorable travel experience that leaves you satisfied, but also eager to travel more. I take pride in my work and the happiness and satisfaction of my travelers is of the utmost importance to me.

By signing this form, you have authorized SoloBo Consults to charge and store your credit card for Non-refundable agent fee.
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Client Intake Form

Flight Accommodations

Lodging Accommodations

Car Rental Accommodations

Bus or Train Accommodations

Disney World Accommodations

Disney World Package Add-Ons

Cruise Accommodations

Travel Insurance

✈️ Nonrefundable Research Investment