Travel Agent Booking Form

1. Trip Overview

Tell us the basics of your trip so we can craft a seamless itinerary.

 

Trip type

Leisure

Business

Bleisure (mixed)

Group tour

Special event (wedding, anniversary, etc.)

Main destination (city, region or country)

Departure date

Return date

Are your dates flexible?

 

Please specify flexibility (+/- days) and any blackout dates

Total number of travelers

2. Traveler Details

Provide information for the primary contact and, if different, for every traveler.

 

Primary contact full name

Primary contact email

Primary contact mobile number

Is the primary contact also traveling?

 

Name of lead traveler

Traveler list

Full name (as on passport)

Date of birth

Gender

Nationality

Passport number

Passport expiry

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Any travelers under 18?

Any travelers with accessibility needs?

 

Please describe required assistance (mobility, visual, hearing, dietary, etc.)

3. Transportation Preferences

Preferred flight class

Economy

Premium Economy

Business

First

Private jet charter

No flight needed

Airline preferences or alliances

Star Alliance

Oneworld

SkyTeam

No preference

Other

Open to red-eye or overnight flights?

Require seat selection (extra legroom, window, etc.)?

Need special meals on board?

Local transportation preference

Public transport passes

Car rental

Private driver

Shared shuttles

Walking/biking

Mix of options

Need international driving permit assistance?

Interested in sustainable transport options (e.g., hybrid car, e-bikes)?

4. Accommodation Details

Preferred accommodation type

Hotel (chain)

Boutique hotel

Resort

Vacation rental

Hostel

Heritage property

Eco-lodge

Live-aboard boat

Tented camp

Other

Room configuration

Single

Twin/Double

Triple

Family room

Connecting rooms

Suite

Villa

Minimum star rating desired

Must-have amenities

Free Wi-Fi

Breakfast included

Pool

Spa & wellness

Gym

Pet-friendly

Kitchenette

Accessible rooms

24-hr reception

On-site parking

Prefer eco-certified or sustainability-focused properties?

Open to shared facilities (e.g., Airbnb room vs. entire place)?

Celebrating a special occasion during stay?

 

Please describe (anniversary, birthday, honeymoon) so we can arrange a surprise

5. Activities & Experiences

Help us curate memorable activities suited to your pace and passions.

 

Interests

Cultural tours

Food & culinary

Adventure sports

Wildlife & safari

Beach & relaxation

Photography

Shopping

Nightlife

Festivals & events

Volunteering

Spiritual retreats

Cruises & sailing

Trip pace

Relaxed (plenty of downtime)

Balanced

Packed itinerary

Customizable day-by-day

Want skip-the-line tickets for major attractions?

Interested in local guides speaking your language?

Prefer off-the-beaten-path or non-touristy experiences?

Need childcare or kids' club services during activities?

Would you like us to book restaurant reservations?

Open to package deals (e.g., city card with transport + museums)?

6. Travel Insurance & Health

Would you like us to include travel insurance options?

 

Coverage types of interest

Trip cancellation

Medical & hospital

Baggage loss

Flight delay

Adventure sports rider

Rental car damage

Evacuation & repatriation

Any current medical conditions we should factor in?

 

Please list conditions/medications (kept confidential)

Traveling while pregnant?

Require vaccination advice or certificates?

Need visa or entry permit assistance?

Want us to share emergency contact with insurers/embassy?

7. Dietary & Religious Considerations

Dietary requirements

Vegetarian

Vegan

Halal

Kosher

Gluten-free

Dairy-free

Nut allergy

Shellfish allergy

Low-sodium

Diabetic-friendly

No restrictions

Additional dietary notes

Require prayer facilities or nearby places of worship?

Need alcohol-free environments or Halal-certified hotels?

Traveling during a religious fasting period?

Want us to avoid scheduling activities on specific holy days?

8. Budget & Payment

Understanding your budget range helps us recommend the best value options.

 

Approximate total budget per person

Budget flexibility

Fixed – do not exceed

Slight flexibility (+10%)

Flexible for the right experience

No budget set

Services to include in quote

International flights

Domestic flights

Accommodation

Airport transfers

Car rental

Activities/tours

Meal plans

Travel insurance

Visa fees

Gratuities fund

Preferred payment schedule

Pay in full upfront

50% deposit, 50% before travel

Monthly instalments

Pay on departure

Payment methods accepted

Credit/Debit card

Bank transfer

Digital wallet

Cryptocurrency

Loyalty points/part-miles

Need invoice for company reimbursement?

Want price alerts if fares drop after booking?

9. Sustainability & Ethics

Interested in carbon offset options for flights?

Prefer suppliers with verified sustainability certifications?

Willing to participate in local conservation or community projects?

Want to avoid single-use plastics during your trip?

Support fair-trade or local artisan shopping experiences?

Prefer digital documents over printed vouchers?

10. Loyalty Programs & Upgrades

Airline frequent-flyer numbers & programs

Hotel chain loyalty numbers

Open to flight upgrades using points/miles?

Open to hotel room upgrades if available?

Want us to monitor for award-seat availability?

Collect cashback vs. points preference?

11. Communication Preferences

Preferred contact method

Email

Phone

WhatsApp

WeChat

Telegram

In-app chat

Best time to contact

Morning (08:00–12:00)

Afternoon (12:00–17:00)

Evening (17:00–21:00)

Anytime

Subscribe to deal alerts & newsletters?

Allow push notifications via mobile app?

Want a dedicated travel consultant for future trips?

Preferred language for communication

12. Emergency & Post-Trip

Emergency contact full name

Emergency contact phone

Relationship to you

Want daily check-in messages while traveling?

Need assistance with PCR tests or health certificates for return?

Interested in sharing feedback for future improvements?

Consent to photos taken during trip being used for marketing?

13. Additional Requests & Comments

Special requests

Any other comments or concerns

Upload relevant documents (scanned passport, visa, IDs)

Choose a file or drop it here
 

I confirm all information is accurate and complete

I agree to the agency's terms & conditions and privacy policy

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