About this template
Planning the ideal getaway requires gathering a wealth of detailed information from your clients before you even begin browsing options. This comprehensive InteleTravel client information template is designed specifically for travel advisors, agents, and agencies looking to streamline their initial client onboarding process. Whether your clients are dreaming of an ocean cruise, an all-inclusive resort stay, or a customized multi-city tour, this form ensures you capture every essential detail upfront.
The template collects crucial logistics such as travel dates, budgets, party size, departure cities, and destination ideas, alongside nuanced preferences including airline seating, hotel styles, cruise cabin classes, and beverage packages. By moving away from endless email chains and scattered notes, you create a single, organized intake process that makes trip planning efficient and professional.
With Doc2Form, you can instantly turn this structured layout into a ready-to-use Google Form in seconds. Spend less time chasing down flight preferences or missing passport details, and more time crafting unforgettable travel experiences for your clients.
Key features
- Capture complete vacation budgets and party sizes in one submission.
- Collect detailed preferences for flights, cruises, hotels, and rental cars.
- Identify preferred travel styles, activities, and past resort favorites.
- Standardize your travel agency's client onboarding workflow instantly.
Use cases
New client onboarding for independent travel advisors and agencies.
Gathering custom vacation requirements for family reunions and group …
Gathering custom vacation requirements for family reunions and group trips.
Collecting cruise and resort preferences for luxury holiday planning.
Pre-trip consultations for destination weddings and honeymoons.
What this form collects
- Client Full Name (Short answer)Enter your first and last name as it appears on your government-issued travel ID.
- Email Address (Short answer)Where we can send your custom itineraries, quotes, and travel updates.
- Mailing Address (Paragraph)Please provide your street address, city, state/province, and postal code.
- Date Completed (Date)Today's date.
- Destinations of Interest or Countries of Interest (Paragraph)Where would you like to go? List specific cities, countries, or regions.
- Proposed Dates of Travel (Short answer)Enter your ideal departure and return dates, or note if your dates are flexible.
- Number of Nights (Short answer)How long do you plan to stay?
- Number of Adults (Short answer)Total number of adult travelers (18+).
- Number of Children and Ages (Short answer)If traveling with children, please list their ages at the time of travel.
- Total Vacation Budget (Short answer)Approximate budget excluding or including flights (please specify currency).
- Departure City (Short answer)What airport or city will you be departing from?
- Airline Preference (Short answer)List any preferred airlines, alliance memberships, or airlines to avoid.
- Seat Preference (Multiple choice)Select your general preference for flights.
- Car Preferences & Category (Short answer)Do you need a rental car? If yes, specify size category (e.g., SUV, Compact, Luxury).
- Cruise Preferences (Paragraph)Include preferred cruiselines, cruise length, and desired itinerary if applicable.
- Cabin Class (Dropdown)Select your preferred room or cabin tier.
- Beverage Plan Status & Type (Short answer)Would you like to include an all-inclusive beverage package or drink cards?
- Hotel Preferences (Paragraph)Star rating, preferred hotel brands, or specific resort features required.
- Room Arrangements (Short answer)Bedding configuration (e.g., 1 King bed, 2 Double beds, connecting rooms).
- Tour Style & Activity Level (Multiple choice)How active do you want your vacation to be?
- Hotels and Resorts Enjoyed Previously (Paragraph)List a few hotels, resorts, or cruiselines you loved on past vacations.
- Special Requests, Add-Ons, and Notes (Paragraph)Include any dietary restrictions, celebration notes (anniversaries, birthdays), or special excursions.
FAQ
How can I share this travel intake form with my clients?
Once you convert this template using Doc2Form, you can share the Google Form link via email, embed it directly on your travel agency website, or text it to clients during your initial consultation call.
Can I customize the questions to match my specific travel niches?
Yes! Because the form is built natively in Google Forms, you can easily add, remove, or edit any sections, such as adding specific questions for Disney vacations, European rail passes, or adventure tours.
Where does client response data go?
All submissions are stored securely in your Google account and automatically organized into a linked Google Sheets spreadsheet for seamless tracking and trip planning.
Is this template free to use?
Yes, this template is completely free to convert and use via Doc2Form and Google Forms.
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.