About this template
Qualify prospective travel clients and capture every detail of their dream vacation before your first consultation call. This comprehensive intake form collects essential travel parameters including destination choices, party size, accommodation preferences, departure dates, and budget ranges.
Designed specifically for independent travel advisors and agencies, this template eliminates back-and-forth emails by gathering passenger details, special requests, and logistical requirements upfront. Use it to quickly assess client readiness, understand their vacation motivations, and tailor your itinerary proposals efficiently.
Key features
- Capture traveler counts, adult-to-child ratios, and specific accommodation styles.
- Gauge budget per person and deposit readiness before spending time on custom quotes.
- Collect departure locations, exact travel dates, and schedule flexibility details.
- Inquire about add-on services like rental cars, airport transfers, and travel insurance.
- Easily embed on your website or share via email to instantly qualify new leads.
Use cases
Independent travel agents qualifying inbound leads from social media …
Independent travel agents qualifying inbound leads from social media or referrals.
Full-service travel agencies streamlining intake for luxury vacations…
Full-service travel agencies streamlining intake for luxury vacations and destination weddings.
Corporate travel consultants gathering attendee preferences for upcom…
Corporate travel consultants gathering attendee preferences for upcoming group offsites.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send your custom travel proposals and quotes?
- Phone Number (Short answer)Include your country code if you are traveling internationally.
- How did you hear about us? (Dropdown)Let us know how you found our services.
- Vacation Trip Type (Multiple choice)Select the primary theme or style of your trip.
- Destination Choice (Paragraph)Where would you like to go? List specific cities, countries, or resorts if known.
- Departure Location (Short answer)What city or airport will you be departing from?
- Departure Date (Date)When are you planning to leave?
- Return Date (Date)When do you plan to return home?
- Date Flexibility Details (Paragraph)Are your dates fixed, or can you shift them by a few days for better rates?
- Number of Travelers (Short answer)Total number of people in your party.
- Number of Adults & Children (Paragraph)Please specify the count and ages of any children traveling with you.
- Accommodation Type (Checkboxes)What type of lodging do you prefer?
- Number of Rooms Needed (Short answer)Specify how many separate rooms or suites your group will require.
- Per-Person Budget (USD) (Dropdown)What is your approximate budget per person, excluding international airfare?
- Deposit Readiness Status (Multiple choice)Are you prepared to pay a booking deposit once your custom itinerary is approved?
- Additional Travel Services (Checkboxes)Select any extra arrangements you will need assistance with.
- Special Requests, Dietary Needs, or Restrictions (Paragraph)Let us know about accessibility needs, food allergies, celebration occasions, or other preferences.
FAQ
How do I share this travel intake form with my clients?
Once you copy this template to your Google Drive, you can share the live form link via email, text message, or embed it directly on your travel agency website.
Can I customize the destination options and budget ranges?
Yes! You have full control in Google Forms to edit, add, or remove any fields, dropdown options, or questions to fit your specific niche or agency offerings.
How does Doc2Form help me manage this template?
Doc2Form allows you to instantly generate or update Google Forms using documents and text prompts, saving you time when building custom client questionnaires.
Can I collect client passport details securely using this form?
While you can add text fields for sensitive info, remember that standard Google Forms are not encrypted for highly sensitive legal or financial data. Always handle passport numbers with appropriate care.
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.