TravelByPhilip
An affiliate of FORA Travel
New Client Onboarding
Upcoming Trip Planning
Name
First Name
Last Name
Preferred Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Preferred form of contact
Please Select
Text
Telephone
Email
Best time to contact
Please Select
Morning (8am-11am)
Afternoon (11am-4pm)
Evening (4pm-9pm)
Night (9pm-8am)
Where do you want to go? (If you already have somewhere in mind)
What type of experience are you looking for?
Beach
Adventure
All Inclusive
City
Cultural
Nature
Kid-Friendly
Mountains
Multi-City
Skiing/Winter Sports
Wellness
Other
If Other, please provide details
Is there a special reason for this trip?
Birthday
Anniversary
Honeymoon
Bucket List
Family Vacation
Business
Graduation
Other
If Other, please provide details
How long do you have for this trip? Days/Nights
To help me better understand your budget, what would you like to spend per night on a hotel?
<$100/night
$100-$200/night
$200-$400/night
$400-$600/night
$600+/night
Other
If Other, please provide details
Tell me about your past trips. What has really worked well for you in the past? (The more details the better. Tell me about your favorite destinations, what activities you enjoyed most, what activities you disliked, how you felt in these destinations, etc)
What hotels have you stayed in before that you have loved?
Are you a loyalty program at any hotels/airlines/resorts/etc? Please provide the program name and number below if you'd like me to include that in your bookings for credit/status.
How much of this trip would you like us to plan? (Check all that apply)
Hotels
Flights
Activities/Tours
Restaurant Reservations/Special Events
Other
If Other, please provide details
What are your top three priorities for this trip?
Sightseeing
Wellness
Shopping
History
Local cuisine
Nature/Hiking
Romantic spots
Fun with kids
Go with the flow
Dates for travel (MM/DD/YYYY) Please attach a copy of your travel itinerary for flights/train/etc if already booked.
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Names of all guests and their ages (age only if children are included). Please provide any allergies or dietary requirements for all guests
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