Travel Agency software, free download Although you will start off in modest accommodations, your hard work will pay off and allow you to upgrade your office, hire more employees, and perhaps even move to a fancy new office. It won't be easy, though. Not only are your customers picky and sometimes downright quirky , but you have to keep an eye on your employees as well.
Sleeping at their desks? Wandering off to the break room every 5 minutes? Keep them in line with a pep talk or perhaps a cash bonus. Unless you have Rain Man level skills if you do, let's talk , you probably can't track that level of details for your entire client list. What it Does: I like to think of our Disney World Planning and Booking Checklist as a miniature CRM for your Disney trips—a tool where that you can log important client info, reservation deadlines, and a checklist—that walks you through the steps in planning and booking a stellar Disney Vacation.
It's important to note that this is not a client-facing form. It's just for you to help track the details. Final Thoughts: Let's face it, when it comes to Disney, there are a zillion details to remember. Psst: Looking for some tips on booking Disney? We've got a whole series on Disney booking secrets. Okay, so your clients are abundantly taken care of in the forms department. Now we're turning our attentions to critical legal forms to help your agency, including service fee contract, an IC contract, client waivers and disclaimers.
What it Does: The contract helps you be very clear about your fee structure so your clients don't get sticker shock when they book with you! It outlines what you charge for fees and when they need to pay it. Final Thoughts: This contract is thorough, and like other JotForm forms, you can modify the conditional logic to tailor it to the needs of your agency. What it Does: These travel waivers are the first line of defense.
They are short disclaimers that you can include in email or contractual correspondence when you're quoting trips, or confirming trip details to make sure you're on the same page as your client.
The article linked above will walk you through what points your email waivers and disclaimers should cover. It ensures that you and your clients are on the same page when it comes to pricing e. Final Thoughts: While these waivers and disclaimers may not necessarily provide iron-clad protection in the court of law, they ensure that you're communicating very clearly with your client and assist you in fulfilling your duty of care as a travel agent. In addition to client forms, we also have a few checklists made with travel professionals in mind.
Do you want your inspections to feel as breezy as you make it look on social media, these inspection checklists are for you. With the help of expert advisors HAR cooked up two different inspection forms—one for site inspections and another specifically for cruises.
They're thorough and brief pages to make them portable. Do you want help qualifying these properties and a tool to help you remember all your brilliant insights while you were there? This checklist is for you regardless of how much experience you have selling travel. What it Does: This is a free travel agent form, written with travel agents at the front of our minds, focusing on the details you need to effectively qualify suppliers for your business.
It's simple: You print out our painstakingly detailed one-page site inspection form and bring it with you on your FAM, site inspection, or on personal trip I mean, if you absolutely must combine work and play. We've got you. Final Thoughts: Our site inspection forms are customizable.
We think we've covered most of the bases, but if there's anything you'd like to see added, we'd love to hear your feedback at [email protected] or in the comments down yonder. This form is a 5-point checklist—port, lodging, dining, layout, and atmosphere vibe. The form takes a deep dive into each category to make sure you're putting your clients on the right ship! What it Does: This form is easy peasy.
All you need to do is download it, print it out and bring it along to your next ship inspection. Since it's not a form to share with your clients, there's no need to customize it but hey, you can if you want!
We're not the boss of you! It chats on tips on how to make the most of a cruise ship inspection, and is especially good for newbies. You won't feel like a newbie after you read the article, even if it's your first time. If you made it this far, that probably means you are ready to decorate your spiffy website by customizing your forms. We used JotForm to make all the electronic forms. New to JotForm? No worries. Here's a brief tutorial to show you how to copy our templates and to quickly customize them to you!
We whipped up a quick video, but if that's not your style, here are the 5 things you need to customize on HAR's JotForm templates for your business:. Most of the forms in this article were created with JotForm but our Travel Itinerary Template needed a little something extra.
Using Google Sheets, this video shows you how to download and customize HAR's travel itinerary template form. Thanks to the travel professionals, Bonnie Lee, Amy Burbank, and Dixie Cote who consulted with us and helping us make these forms even more relevant to travel agents!
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