About this template
A travel agent loses the first call when the dates, the party, and the budget are still in someone's head. This intake asks a prospective client how ready they are to place a deposit, how they heard of you, and the usual contact fields, including an alternate email. Then it gets to the trip: type, number of travelers and rooms, accommodation, adults and children, why they are going, destination, departure city, dates, and how flexible those dates are.
Car rental, a preferred rental company, airport transfer, a per-person budget, a total budget, travel insurance interest, and special requests sit further down. The last real question is whether they want an agent to follow up. A leftover tags field from the source is left off, because it is not something a client should answer.
Use the answers to decide whether this is a quote or a longer consult. The deposit question is a status, not a payment form. Collect money in whatever system you already use.
Key features
- Separates browsers from people ready to place a deposit.
- Captures party size, rooms, dates, and how flexible the dates are.
- Asks for both a per-person budget and a total trip budget.
- Includes rental car, airport transfer, and insurance interest.
- Ends with a clear yes or no on whether they want a follow-up.
Use cases
- An independent advisor qualifying a new vacation lead.
- An agency website form before the first planning call.
- A hosted group trip where you need room counts early.
- A follow-up after a travel show or referral.
What this form collects
- Deposit Readiness Status (Multiple choice)Pick the closest match.
- Referral Source (Short answer)Short answer.
- Email (Short answer)Use an address you actually check.
- Full Name (Short answer)Short answer.
- Alternate Email (Short answer)Use an address you actually check.
- Phone Number (Short answer)Include a country code if you are not in the same country.
- Address (Paragraph)A sentence or two is enough.
- Vacation Trip Type (Dropdown)Pick the closest match.
- Number of Travelers (Short answer)A number or short range is enough.
- Number of Rooms (Short answer)A number or short range is enough.
- Accommodation Type (Dropdown)Pick the closest match.
- Number of Adults (Short answer)A number or short range is enough.
- Children Count & Ages (Short answer)A number or short range is enough.
- Reason for Travel (Paragraph)A sentence or two is enough.
- Destination Choice (Short answer)Short answer.
- Departure Location (Short answer)Short answer.
- Departure Date (Date)Use the calendar date.
- Return Date (Date)Use the calendar date.
- Date Flexibility Details (Paragraph)A sentence or two is enough.
- Rental Car Status (Multiple choice)Pick the closest match.
- Rental Car Company Preference Status (Multiple choice)Pick the closest match.
- Preferred Rental Car Company (Short answer)Short answer.
- Airport Transfer Status (Multiple choice)Pick the closest match.
- Per-Person Budget (USD) (Short answer)A number or short range is enough.
- Total Trip Budget (USD) (Short answer)A number or short range is enough.
- Travel Insurance Interest (Multiple choice)Pick the closest match.
- Special Requests & Restrictions (Paragraph)A sentence or two is enough.
- Travel Agent Interest Status (Multiple choice)Pick the closest match.
FAQ
Does this form charge a deposit?
No. It only asks whether the client is ready to place one. Take payment in your booking system.
What happened to the agency name in the original title?
The page title uses the form's purpose, a prospective client vacation intake, so you can brand it with your own agency after you save it.
Can a family list children's ages?
Yes. The children field is open text so they can write counts and ages together.
Should every question be required?
Contact details, dates, and the trip type are required. Alternate email, special requests, and a few preference notes are optional so people can finish.
Can I add destinations I actually sell?
Yes. The destination question is free text. Change it to a dropdown of your packages once the form is in Drive.
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.