CLIENT INTAKE FORM
Client Name
Phone
Format: (000) 000-0000.
Address
Email
example@example.com
Dates of Travel
/
Month
/
Day
Year
Date
Dates Flexible
/
Month
/
Day
Year
Date
Destination
# of Travelers
Children/Ages
Budget
AIR TRAVEL
Departure City
Airline
Class Preference
Basic
Economy
Business
First
Seat Preference
Window
Middle
Aisle
No Preference
Departure Time
Morning
Afternoon
Evening
No Preference
Luggage
Loyalty Rewards
Cruise Vacation
Cruise Preference
Length
Class Preference
Inside Stateroom
Balcony
Oceanview
Suite
Deck Preference
Low
Mid
High
Number of Cabins
Other
Departure Time
Morning
Afternoon
Evening
No Preference
HOTEL AND RESORT VACATION
Hotel Preference
Nights
Bed Sizes
Rooms
Room Type
Standard
Suite
Penthouse
Villa
Features
All-Inclusive
Adults Only
Family Friendly
Luxury
LGBTQIA
Beach
Casino
City
Kids Club
Activities On-Site
Romantic
Budget
Room View
Garden View
City View
Oceanview
Oceanside
Things You Would Like to Do:
CAR RENTAL AND INSURANCE
Rental CarCompany
Airline
Car Type
Compact
Mid-Size/Full
SUV
Premium
Other
Travel Insurance
Yes
No
Undecided
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