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Client Profile
Travel Agent intake form
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1
Where's your destination?
Specific locations (beach, mountains, city, countryside, etc.) Any preferred regions or countries Climate preferences (hot, cold, moderate)
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2
Depart
Preferred travel dates or season Duration of the excursion (day trip, weekend getaway, week-long vacation, etc.)
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Date
Month
Day
Year
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3
Return
-
Date
Month
Day
Year
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4
Are these dates flexible?
Yes
No
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5
Do you have a valid passport?
Yes
No
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6
Any Dietary Restrictions or Preferences?
Dietary restrictions or preferences
Vegetarian
Gluten-Free
Vegan
Allergies
Other
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7
Interests in Dining Cuisine?
Yes
No
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8
How many travelers?
Up to 10
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9
Please provide the following:
Name: (First,Middle,Last)
Age and DOB
Phone Number
Email
Traveler
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Traveler
Name: (First,Middle,Last)
Row 0, Column 0
Age and DOB
Row 0, Column 1
Phone Number
Row 0, Column 2
Email
Row 0, Column 3
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10
Celebrating a special occasion?
EX: Birthday, Anniversary, Graduation
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11
If we have missed anything important, please list them here:
Add any additional here questions, concerns, etc,,.
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