About this template
The Disney World Planning and Booking Cheatsheet is designed specifically for travel agents and vacation planners to manage client details, critical booking deadlines, and custom itineraries in one centralized location. Acting as a mini-CRM for your travel agency, this template helps you track everything from initial client preferences to resort choices, dining reservations, special events, and day-by-day activity checklists.
Built for internal use rather than client-facing intake, this form ensures you never miss a milestone reservation window. With Doc2Form, you can easily customize the fields to match your agency's workflow, organize complex vacation data, and keep your client operations running smoothly from the initial consultation to the final park day.
Key features
- Track all client contact info and travel party details in one place.
- Monitor crucial booking windows for resorts, dining, and special events.
- Organize resort tier preferences from value properties to deluxe villas.
- Log specific dining styles, character meals, and dining plan interests.
- Keep a reliable day-by-day checklist of completed vacation planning tasks.
Use cases
Travel agents managing multiple Disney vacation planning clients conc…
Travel agents managing multiple Disney vacation planning clients concurrently.
Independent vacation planners organizing resort and dining reservatio…
Independent vacation planners organizing resort and dining reservation deadlines.
Agency teams collaborating on complex multi-day theme park itineraries.
What this form collects
- Full Name (Short answer)Enter the primary client's full name.
- Client Phone Number (Short answer)Primary contact number for the client.
- Client Email (Short answer)Primary email address for booking confirmations and updates.
- Client Address (Paragraph)Street address, city, state, and zip code.
- Traveler Information List (Paragraph)List all travelers including names, ages of children at time of travel, and any special requirements.
- Date of Arrival (Date)Check-in date for the Disney vacation.
- Date of Departure (Date)Check-out date for the Disney vacation.
- Special Occasion (Short answer)Is the client celebrating a birthday, anniversary, first visit, or honeymoon?
- Additional Notes (Paragraph)Any other important client requests, accessibility needs, or preferences.
- Date to Discuss Resort Options (Date)Target date for reviewing resort choices with the client.
- Date to Book Resort (Date)Deadline to secure the resort reservation.
- Resort Option Types (Checkboxes)Select the resort categories the client is considering.
- Golf Cart Rental Status (Multiple choice)Are they renting a golf cart (if staying at Fort Wilderness)?
- Date to Discuss Dining Options (Date)Target date to review dining preferences before booking window opens.
- Date to Book Dining Reservations (Date)The exact date dining reservations can be made (60 days out).
- Disney Dining Plan Interest (Multiple choice)Does the client wish to add a Disney Dining Plan?
- Dining Style Interests (Checkboxes)Select all dining styles the client is interested in experiencing.
- Date to Discuss Events & Tours (Date)Target date for reviewing park tours, dessert parties, and special events.
- Date to Book Events (Date)Deadline to book tours and special experiences.
- Event Types of Interest (Checkboxes)Select special experiences the client wants to add.
- Daily Itinerary & FastPass+ / Genie+ Plans (Paragraph)Outline daily attraction priorities and notes.
- Completed Activities Checklist (Paragraph)List milestone tasks completed (e.g., deposit paid, resort booked, dining booked, final payment made, documents sent).
FAQ
Is this form meant to be filled out by my clients?
No, this template is designed as an internal tracking sheet for travel agents to log client details, deadlines, and preferences as they plan the trip.
Can I customize the resort and dining options in this Google Form?
Yes, you can easily edit, add, or remove any options directly in Google Forms to match current Disney offerings and your agency's packages.
How does Doc2Form help me use this template?
Doc2Form lets you instantly convert documents or structured details into ready-to-use Google Forms, saving you time setting up complex tracking sheets.
Can I track day-by-day itineraries using this template?
Yes, the template includes dedicated sections to map out multi-day plans, booking dates, and a final completed activities checklist.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.