Client Intake Form

Client Intake Form
Let’s Secure Your Trip!
This form collects the necessary traveler information so we can confirm your reservation accurately and avoid any costly changes or delays.

Please complete all fields carefully. Your reservation will be created exactly as entered on this form.
Email (This is where your invoice and confirmations will be sent.)*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Confirm Departure Date*

MonthDayYear
Date
Confirm Return Date*

MonthDayYear
Date
Individual TravelGroup TravelBaecationConcert/Sporting Event/Broadway PlayTheme ParkOther
If this is a group booking: Lead for Group Travel or Group Name
Traveler Information (Required for ALL Travelers)

Names must match your passport exactly. No nicknames or shortened versions.
Upload Copies of Passports or REAL IDs (Required)
Upload for ALL travelers:
- Passport for international travel
- REAL ID or Driver’s License for domestic travel
- Passport card accepted for some destinations
Upload Files*

Cancelof
Known Traveler Number / TSA PreCheck (optional)
Airline / Cruise/ Hotel Loyalty Program # (if applicable)
Please list names & loyalty numbers of each passenger
Additional Travel Information

Names must match your passport exactly. No nicknames or shortened versions.
1 King2 Queens / DoublesNo preference
Special Requests (optional)
Examples: dietary needs, mobility needs, birthdays, celebrations, connecting rooms, etc.
Final Confirmation + Next Steps

Important Booking Information – Please Read Carefully
Once you submit this form, your travel agent will review all traveler details and email you a final, updated quote within 24 hours based on live availability and current pricing.

Prices and availability are not guaranteed and are subject to change until your payment is successfully processed.
This includes:
✔ Flight pricing
✔ Resort or hotel room rates
✔ Cruise fares
✔ Taxes & fees
✔ Promotions or discounts

Submitting this form does not secure your reservation.

📌 What Happens Next
After reviewing your details, your travel agent will send you:

Your final quote with updated pricing
Your payment plan, if applicable
Your Payment Authorization Form
Your reservation is not locked in until your deposit is submitted and confirmed.
Should be Empty:

Client Intake Form

Let’s Secure Your Trip!
This form collects the necessary traveler information so we can confirm your reservation accurately and avoid any costly changes or delays.

Please complete all fields carefully. Your reservation will be created exactly as entered on this form.

Traveler Information (Required for ALL Travelers)

Upload Copies of Passports or REAL IDs (Required)
Upload for ALL travelers:

Additional Travel Information

Final Confirmation + Next Steps

Client Intake Form

Let’s Secure Your Trip! This form collects the necessary traveler information so we can confirm your reservation accurately and avoid any costly changes or delays.

Please complete all fields carefully. Your reservation will be created exactly as entered on this form.

Traveler Information (Required for ALL Travelers)

Upload Copies of Passports or REAL IDs (Required)Upload for ALL travelers:

Additional Travel Information

Final Confirmation + Next Steps

Let’s Secure Your Trip!
This form collects the necessary traveler information so we can confirm your reservation accurately and avoid any costly changes or delays.

Upload Copies of Passports or REAL IDs (Required)
Upload for ALL travelers: