Client Intake Form

Client Intake Form

RevivePass
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Preferred Contact Method*

EmailPhoneText
Trip Details
Have you already chose a destination for this trip?*

YesNoI've narrowed it down to a few options but need help deciding
If you know where you want to go, list it below. If you need help deciding or coming up with options, list any ideas or dream destinations below to give inspiration.*
Are there any places you do NOT want to consider?
Are your travel dates flexible?*

YesNo
Departing

MonthDayYear
Date
Returning

MonthDayYear
Date
If dates are unknown or flexible, please give as much info as to number of nights and timeframe of travel. You may also list dates you are unavailable to travel.
Will you be driving or flying to your destination?*

DrivingFlyingUnsure
If flying, please list your originating airport(s)
How many stops will you consider?

Nonstop only1 stop2+ stops
If you have a preferred airline, please list it below
Number of Travelers*
Are you traveling with children?

YesNo
If so, please list their ages below
Please list the names of all travelers and whether there are any allergies or dietary restrictions *
Are you celebrating a special occasion or milestone? If so, please explain
Are you traveling with pets and in need of friendly accommodations? If so, please list number, type, breed, and size
What type of trip are you planning?*

Hotel/resortCruiseRoad TripVilla/vacation rentalMulti-destination
How much planning would you like help with? (Check all that apply). *Note: Full itinerary planning and booking are avaliable for an additional fee.*

AccommodationsTransportation (flights, car rentals, etc.)Tours/activitesRestaurant reservations/special events
Would you like to schedule a complimentary Zoom or phone call to discuss your trip in-depth?*

NoYes
If yes, do you prefer Zoom or phone call?
Preferences
What type of environment are you seeking? (Check all that apply)*

BeachMountainCityRainforestDesertOther
If Other selected, please explain
What vibe are you looking for?*

AdventureRelaxationCultureWellnessRomanceFamily-friendlyOther
If Other, please explain
Do you prefer an all-inclusive experience?*

YesNoUndecided
What type of accommodation do you prefer?*

Large hotel chains or resorts - I'm all about amenitiesBudget-friendly options - All I need is a bedRenovated motels/glamping, etc - I got that Champagne taste on a beer budgetVacation rental - I want a space all to my ownOther
If Other, please explain
Please rank your top 3 priorities for this trip from the following list: Budget, Location, Vibe, Room Quality, Food & Drink, Activities & Amenities, Available Upgrades*
Do you have a preference for a specific hotel brand or partner? If so, please list below
Budget
What is your total trip budget?*

Under $1,000$1,000 - $3,000$3,000 - $5,000$10,000 +
If 10,000 +, what is your MAX budget for this trip?
Does this budget include:*

Accommodations onlyAccommodations + flightsAccommodations + flights + transportation + insuranceAll-inclusive - all of the above + meals, tours, experiences, etc.
Is your budget fixed or flexible?*

FixedSomewhat flexibleTotally flexible
Inspiration

The below information is entirely optional. Please keep in mind the more information you provide, the more likely you are to experience your dream getaway!
What trips have worked well for you in the past? (Tell me about your favorite destinations, activities, vibes, food, culture, people, etc)
What hotels/resorts/cruise lines have you loved?
Do you have any bucket list destinations?
Would you like to create a Pinterest board to share the vibe or inspiration for your trip? If so, please share the URL below
Other Requests or Considerations
Do you have any additional needs, preferences, or considerations? (E.g., accessibility requirements, religious, or culture needs. etc.)
Please share any other details or information you'd like me to know while planning this trip.
How did you hear about us?

Social MediaFriend/FamilyGoogle SearchAdvertisementOther
If Other, please explain
Should be Empty:

Client Intake Form

Trip Details

Preferences

Budget

Inspiration

Other Requests or Considerations