Customer Information Form
Date Completed:
*
-
Month
-
Day
Year
Date
Client Name:
*
Email:
*
example@example.com
Phone:
*
Format: (000) 000-0000.
Address:
*
Vacation Budget:
*
Insurance:
*
Yes
No (If no, obtain signed waiver)
Number of Adults:
*
Number of Children and Ages:
*
Dates of Travel:
*
Flexible:
*
Yes
No
Destinations of Interest:
*
Air Travel
Are you needing flights?
*
Yes. Please fill in all entries.
No
Departure City:
Airline Preference (Frequent Flyer Programs):
Seat Preference:
Economy
Extra Leg Room/Premium
Business Class
First Class
Aisle
Middle
Window
Bulkhead
Forward
Wing
Cruise Vacation
Take a Cruise?
*
Yes. Please fill in all entries.
No
Cruise Preferences (Frequent Cruiser Programs):
Cruise Itinerary:
Cruise Length:
Pre and Post Cruise Nights:
Yes
No
Cabin Class:
Beverage Plan:
Yes
No
Beverage Plan Type:
Hotel and Resort Vacation
Do you need a Hotel/Resort?
*
Yes. Please fill in all entries.
No
# of Nights:
Hotel Preferences (Frequent Guest Programs):
# of Rooms/Arrangement:
Room:
Standard Room
Garden View
Ocean View/Front
Other:
Features:
All Inclusive
Adults Only
Family Friendly
Concierge Level:
Suite/Jr Suite
On the Beach
Near City Center
Kids Club
Near Air/Cruise Port
Luxury Resort
Activities On-Site
Standard View
Ocean View
Car Rental
Do you need a car rental?
*
Yes. Please fill in all entries.
No
Car Preferences (Frequent Renter Programs):
Add-Ons:
Car Category:
Compact
Mid Size
Full Size
Luxury
Other
Package Tour
Do you want a Package Tour?
*
Yes. Please fill in all entries.
No
Country or Countries of Interest:
Escorted
Independent
Activity Level:
Other Information
What hotels have you stayed in and enjoyed, if any?
*
What cruiselines and resorts have you enjoyed before, if any?
*
What activities do you enjoy when travelling?
*
Sightseeing/History
Culture/Arts
Beach/Sun
Active/Sports
Wine/Culinary
Shopping
Spa
Notes:
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