Customer Information Form
DATE COMPLETED
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Month
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Day
Year
Date
Client Name
Email
example@example.com
Phone
Vacation Budget
Insurance
Yes
No (If no, obtain signed waiver)
Number of Adults
Number of Children and Ages
Date of Travel
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Month
/
Day
Year
Date
Date Of Return
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Month
/
Day
Year
Date
Flexibile
Yes
No
Destinations of Interest
Air Travel
Departure City
Airline Preference (Frequent Flyer Programs)
Seat Preference
First Class
Economy
Window
Business Class
Extra Leg room/Premium
Bulkhead
Foward
Wing
Aisle
Middle
Extra Leg/Premium
Cruise Vacation
Cruise Preferences (Frequent Cruiser Programs)
Cruise Itinerary
Cruise Length
Pre and Post Crusie Nights
Yes
No
Custom
Cabin Class
Beverage Plan
Yes
No
Beverage Plan Type
Hotel & Resort Vacation
# of Nights
Hotel Preferences (Frequent Guest Programs)
# of Room/Arrangements
Room
Standard
Garden View
Ocean View/Front
Other
Features
All Inclusive
Suite/Jr Suite
Near Air/Cruise Port
Adults Only
On The Beach
Luxury Resort
Ocean View/Front
Family Friendly
Near City Center
Activities On Site
Kids Club
Other
Car Rental
Car Preferences (Frequent Renter Programs)
Add-Ons
Car Category
Compact
Mid Size
Full Size
Luxury
Other
Package Tour
Country or Countries of Interest
Escorted
Independent
Activity Level
Other Information
What hotels have you stayed in and enjoyed?
What cruiselines and resorts have you enjoyed before, if any?
What Activities Do You Enjoy When Traveling?
Sightseeing/History
Culture/Arts
Beach/Sun
Active/Sport
Spa
Shopping
Wine/Culinary
Notes
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