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Free Travel Agent Forms | Templates for Travel Agencies

Oh boy, oh boy, oh boy. Do we have a present for you! A treasure trove of amazing travel agent forms! Short and sweet, we have two main types of forms:

• Customizable Forms: These are online client-facing forms you can download and customize to YOUR agency (with JotForm) .
• Grab & Go Printable Forms : These forms don't need any changing. All you need to do is print them off and viola! You're ready to go.

Don't worry! We take a deep dive into each form. Better yet? We have a fabo tutorial on how to customize JotForm templates (in under a minute . . . no joke) They will declutter your desk, save you time, and help you connect with your clients in meaningful ways.

Here's what we have in our vault:

⭐️ HAR Highlights: Fast Forward to free Travel agent Forms! ⭐️

1. Disclaimers Planning & Booking Forms for Clients

• Travel Interest Survey Form (Pre Trip)
• Travel Itinerary Template Form
• Trip Details Confirmation (Post Booking)
• Vacation In Review (Post Trip)
• Disney World Planning & Booking Cheatsheet (Agent Facing)

2. Legal Forms For Your Travel Agency

• Sample Service Fee Contract
• Travel Agency Waivers and Disclosures

3. Travel Agent Inspection Checklist Forms

Site Inspection Checklist

• Cruise Ship Inspection Form

4. Video Tutorials on Downloading & Customizing Forms

Free Travel Agent Forms: Trip Planning & Booking Forms for Clients

These planning and booking forms will help you automate the process of qualifying your client, booking their trip, and getting their feedback.

These aren’t your run of the mill, boring forms. No sirree. We created all of the trip planning & booking forms using JotForm . So instead of creating these forms from scratch, you can simply copy our free form templates over to your JotForm account and make them your own, takes about 5 seconds!

A quick word on JotForm: You may be thinking, *groan*, yet another account to start?, but it's worth it. All of JotForm's features we highlight are available on their free plan! That includes electronic signatures, encrypted data, custom PDFs, and even the ability to accept payments 1 ! Zilch. Zero. Nada.

Here's a few other reasons you’ll love these travel agent forms as much as we do:

1. They’re free and easy to copy!

Did I mention they're free? Yep. But it's worth repeating. The free plan allows 5 forms (Psst: Have more than 5 forms you want to use? You can always archive forms you aren't currently using so you don't lose any data), up to 100 monthly submissions and unlimited fields for your form.

2. We’ve built in conditional logic! This helps keep the forms organized and targeted to your clients' specific answers. What’s conditional logic?

It’s when you tell the form that IF someone selects a certain answer (ex: there will be kids on the trip), THEN the form displays a question just for them (ex: what are the ages of the kids). This keeps the form short, clean and relevant to your clients!

Here's a quick example:

3. You can customize these travel agent forms to your heart’s content! You can get it all dressed up with your very own agency logo, font, brand colors, and customized messages/questions.

4. Embed in your site. These forms can be embedded on your website so your clients can fill it out directly on your site. But they're flexible, so you can send clients a direct link in an email.

1. Travel Interest Survey:

Who it’s for: Clients (especially new clients) who might not be sure of what they want in their vacation or are looking for a quote. (Psst, it's also a really good way to save time with tire-kickers too.)

What it does: Asks questions about their interests so you can find out what their expectations are. Here’s a few of the topics it covers:

• Accommodations for Travelers: This will help you anticipate any accommodations people in their group might need, whether they want to bring their dog, travel with an infant or have physical limitations.
• Logistics: Have a grasp of how many travelers, ages, and when they’re looking to go so you can pull up possible quotes faster.

Final Thoughts: If you prefer to chat over the phone with your clients for a personal touch, this travel agent form is a great way for you to document the information from your initial contact conversation to make sure you collect all the information you need to give them a proper quote.

2. Travel Itinerary Template form

Who it’s for: If your agency is currently in DIY mode, and you're not using an itinerary building platform , this resource could be just what you need! You can download below or read all about it here: HAR's Travel Itinerary Template Form

What I love most about the travel itinerary template form is that you can either adapt it to use it for your travel business, or you can send it to your clients as a resource (with your branding) if they prefer to be in charge the scheduling the day-to-day activities, side trips, and attractions.

What it does: This travel agent form helps you go the extra mile in customer service, offering an opportunity to include a daily schedule of flights, hotel stays, tours/sites, and restaurants. You can adapt it to give your clients a detailed itinerary, or to use it as a sample itinerary for particular destinations to help entice your travelers.

Final Thoughts: This form is our exception to the rule. Why? Because it's customizable, but it's not via JotForm. Why did we throw you a curveball? Because we needed to go a different route in terms of template style. (It's essentially a fancified spreadsheet. Shh, don't tell.)

Once it's filled out with all the bells and whistles of the trip, all you need to do is download it as a PDF. Want to give it a go? Download the form, and find details on how to customize it here .

2. Trip Details Confirmation:

Who It’s For: Clients that have just booked with you

What it Does: Gives travelers the chance to confirm trip details/passenger names/passport requirements yet again (can they ever look these over too carefully?!?). The form has an area for them to sign that they’ve looked over their itinerary and everything looks okay. We’ve heard horror stories about clients spending their life savings on a honeymoon only to be turned away because they didn’t know they needed a visa. Don’t let that happen to you. This travel agent form helps address that by reiterating:

• Required Travel Documents: Goes over passport requirements and links to important websites for international travel on visas, vaccinations, and traveling with children you’re not the legal guardian of.
• Confirm Travel Insurance was Offered: Cover your rear by having clients sign to say you offered them trip insurance or to remind you if you accidentally forgot.

This one is the real biggie of the bunch and includes SUPER IMPORTANT information clients need to know before they depart.

3. Vacation in Review:

Who it’s For: Clients post-travel to help process the highs and lows of their trip and share them with you.

What it Does: The Vacation in Review form is tool for clients to process the highs and lows of their trip and share them with you. The form will help you:

• Collect Testimonials and Social Media Content: Clients can easily upload photos and thoughts you can use in for social media and other marketing (there’s a checkbox asking if it’s okay to share their thoughts publicly)
• Easy Research: Get insider information and beef up your knowledge about destinations
• Getting to Know Clients Understand the travel preferences of repeat clients

Final Thoughts: This form is a great way to gather testimonials for your website.

4. Disney World Planning & Booking CheatSheet:

More Details: Our Travel Agent's Guide to HAR's Disney World Planning & Booking Cheatsheet article provides an in depth look at how to best use this cheatsheet. It even has a short video to walk you through it!

Who it's For: Disney Agents, this one's for you! In fact, even if you just dabble in Disney, this is a great resource. Can't remember off the top of your head what Susie Miller wanted as her third Fast Pass+ alternate for her trip to Animal Kingdom on Day 3? 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. This tool will help you walk your clients through options and put together a quote/itinerary. Psst: Looking for some tips on booking Disney? We've got a whole series on Disney booking secrets .

Free Legal Forms for Travel Agents

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 a service fee contract, an IC contract, client waivers and disclaimers.

Travel Agent Fee Contract Form Template

Who it’s For: This is for agents who charge fees (service fees or consultation fees) or for those who are exploring charging a fee.

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.

Travel Agency Disclosures and Waivers

More Details: Check out our Travel Waivers: Protect Your Travel Agency article to learn more about protecting your agency with waivers.

Who it’s For: The waivers are adaptable, so they can work for any type of travel business who is booking travel on behalf of clients.

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.g. quoted price is subject to change), travel insurance, trip details, and all the goodies they need to know (like visas and passports) before they pack up and go.

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.

Travel Agency Site Inspection Forms & Checklists

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 (1-3 pages) to make them portable . . . because seriously, who wants to juggle a books-worth of papers when you're already juggling your phone, your purse, and tote bag full of flyers while you're on an inspection?

Here's what we've got for our final installment:

Who it’s For: Book hotels? Resorts? All-inclusive? 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. (If you're looking for a cruise inspection, keep reading because we have one below👇🏼)

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) . Paperless? We've got you. You can also fill out this checklist on your phone/tablet during your inspection.

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.

Cruise Inspection Checklist

Who it’s For: Not all cruises are created equal. 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!). Better yet, if you're 100% paperless, you can also fill out this checklist on your phone/tablet during your inspection. Check out our video preview below of the worksheet in Steph's Friday 15 !

Final Thoughts: Seriously, check out the entire Cruise Ship Inspection article . 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.)

Video Tutorials on How to Customize Forms

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!

How to Copy HAR's JotForm Forms & Customize to Your Agency

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:

• Logo: Replace with your own or remove altogether
• All text in bracket [ ]: We bracketed things that need to be customized to you (like your agency name)
• Emails: Take a look at the notification and/or autoresponder emails. You'll need to add your email/name and maybe some less template-y text.
• Thank you page: Add your logo or some thank you text specific to your agency.
• PDF download: This one is only for our Service/Consultation Fee Contract form . Be sure to add and customize contract PDF to be sent to your clients.

If you'd like to see how to change all these things, check out our video below!

Download & Customize Itinerary Template form on Google Sheets

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.

We'd love to hear how you're updating these forms! Drop us a line in the comment below!

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!

Want to share, repurpose, reuse, or translate our content? Get information here about how to do that, we’re under a creative commons license.

• JotForm doesn't charge any transaction fees but you do still have to pay any fees that go along with your chosen payment processor ↩

About the Author

Steph grew up in the travel industry, helping on and off with her mom's homebased travel agency. She has worked with thousands of agents in her role as a former host agency director before leaving in 2012 to start HAR. She's insatiably curious, loves her pups Fennec and Orion, and -- in case you haven't noticed -- is pretty quirky and free-spirited.

If you’re looking for Steph, she leaves a trace where ever she goes! You can find her on Facebook, Instagram, LinkedIn (her fav) and Pinterest as 'iamstephly'. 🙂 You can also catch her on her Substack, Bumblin' Around, where she writes on things outside the world of HAR.

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Travel Agency Invoice Templates (Word, Excel, PDF)

Easy to download and edit travel agency invoice templates., available in word, excel, pdf, google docs and sheets..

Travel Agency Invoice Templates in Word

Travel Agency Invoice Templates in Excel

Travel Agency Invoice Templates in PDF

Free Word, Excel and PDF invoice templates by Refrens

Frequently asked questions (faq).

Yes, you can add a logo to the invoice and can also change the color of your invoice template, matching your logo.

Yes, Refrens invoice templates are customizable. You can add additional fields or columns like shipping details, discounts, additional charges, custom fields for both client and product or service line item.

Yes. You can easily download it in PDF format or can click on the print option and can save as PDF.

• There is a limit to the number of transactions you can make on Refrens. You can create 20 free documents in a year. All absolutely free. Once the threshold of 20 documents is reached, you can buy our premium plans to keep continue creating the documents.

Yes. Refrens account is necessary to use a free invoice template. While creating an account, you can access all the invoices in one place and also makes the invoice creation procedure easy.

Free Travel Agency Invoice Templates

The surge in the travel and tourism industry has undoubtedly led to a parallel growth in related businesses, creating an increased demand for streamlined invoicing processes. However, finding suitable invoice templates tailored for travel agencies can be a challenge. The good news is that as the industry expands, specialized invoicing software solutions are emerging to address this specific need.

In response to the booming travel and tour industry, there is a growing recognition of the importance of efficient invoicing systems. This acknowledgement has led to the development of invoicing software specifically designed to cater to the unique requirements of travel and tourism businesses.

One of the key challenges faced by travel agencies is the need for invoices that capture the essence of their services. Travel invoices often involve a combination of services such as accommodation, transportation, tours, and more. Therefore, having invoice templates that reflect the diverse nature of these services is crucial.

Specialized invoicing software and a tool like invoice generator for the travel and tourism industry not only provide a variety of customizable invoice templates but also offer features that streamline the entire invoicing cycle. These solutions understand the complexities of the industry, allowing businesses to create invoices that accurately represent the array of services provided to clients.

Additionally, these invoicing solutions often come equipped with features that are specifically beneficial for travel agencies. For example, they may include options to itemize different services, incorporate travel itineraries, and provide space for detailed descriptions. This ensures that the invoice not only serves as a billing document but also as a comprehensive record of the services rendered.

As businesses in the travel and tourism sector face an increasing number of transactions, having a reliable and industry-specific invoicing solution becomes imperative. This not only saves time but also reduces the likelihood of errors, providing a more professional and efficient invoicing process.

Refrens takes a step ahead in addressing the specific needs of the travel and tourism industry by offering dedicated travel agency invoice templates . Whether you're a freelance travel agent crafting detailed itineraries or a travel agency orchestrating comprehensive domestic or international tour plans, Refrens provides a range of templates tailored to suit the intricacies of your travel business.

Recognizing the diverse nature of services within the travel sector, Refrens ensures that its templates are not one-size-fits-all but rather adaptable to the unique requirements of each travel-related transaction. This flexibility allows travel agents and agencies to generate invoices that accurately reflect the breadth of services provided to clients, from accommodations and transportation to guided tours and more.

Refrens' travel agency invoice templates are designed with a keen understanding of the industry's complexities. They go beyond mere billing documents and serve as comprehensive records of the entire travel experience. This includes features such as itemization of different services, incorporation of detailed itineraries, and ample space for specific service descriptions. Such elements contribute to creating professional, detailed, and client-friendly invoices that resonate with the dynamic nature of travel and tourism.

Whether you are dealing with a single transaction or managing an array of services for a group tour, Refrens' travel agency invoice templates cater to the diverse needs of travel professionals. The user-friendly interface ensures that even freelance travel agents without extensive administrative support can easily navigate the platform and create polished invoices that enhance the professionalism of their services.

In essence, Refrens stands as a reliable partner for travel agents and agencies, offering a dedicated solution for invoicing in the travel and tourism industry. With a variety of templates at your disposal, tailored to different aspects of the travel business, Refrens simplifies the invoicing process, allowing travel professionals to focus on what they do best – providing exceptional travel experiences for their clients.

Refrens goes the extra mile in supporting travel agencies with a suite of professionally designed invoice templates that cater specifically to the needs of the travel industry. These templates are meticulously crafted, ensuring that they include all the essential columns required for seamless operations in travel agency businesses and itinerary planning.

What sets Refrens apart is its commitment to offering flexibility in template formats. Travel agents and agencies can avail themselves of these carefully designed invoice templates in various formats, including Excel, Word, PDF, Google Docs, and Google Sheets. For those who prefer online invoice templates, Refrens extends its offerings in PDF format as well. This adaptability ensures that regardless of the preferred platform or document type, travel professionals have access to a template that aligns perfectly with their workflow.

Beyond just providing diverse formats, Refrens takes the hassle out of invoice management. With Refrens, travel agencies can store and manage all their travel invoices in one centralized location. This centralized hub simplifies the tracking of invoices, offering insights into whether an invoice has been opened by the client. This level of transparency is invaluable for businesses, allowing them to stay on top of their invoicing processes and providing clarity on client interactions.

One of the significant advantages of using Refrens is the elimination of manual record-keeping challenges. The platform allows businesses to record payments directly within the invoice templates, eliminating the need for separate Excel sheets to track payments. This streamlined approach not only saves time but also reduces the risk of errors associated with manual data entry.

By leveraging Refrens' invoice software, travel professionals can break free from the time-consuming cycle of invoicing and billing. This allows them to redirect their focus and energy towards core business activities, fostering growth and client satisfaction.

In essence, Refrens' travel agency invoice templates not only adhere to professional standards but also offer a level of convenience and efficiency that is tailored to the unique demands of the travel industry. With a user-friendly interface and a suite of features designed to simplify invoicing and payment tracking, Refrens becomes an invaluable tool for travel professionals, empowering them to manage their invoicing processes with ease.

What type of services can be added to travel agency invoice templates?

Travel agency invoice templates are highly customizable to accommodate a variety of services offered by travel professionals. Here are some examples of services that can be added to travel agency invoice templates:

Tour and Travel Agency Invoice:

• Tour packages
• Guided tours
• Adventure tours
• Group travel services

Travel Transportation Invoice:

• Train tickets
• Bus transportation
• Cruise services
• Transfers and transportation services

Board and Lodging Invoice:

• Hotel accommodations
• Resort stays
• Bed and breakfast services
• Vacation rentals

Tour and Tickets Invoice:

• Entrance tickets to attractions
• Event tickets
• Theme park tickets
• Museum tickets

Car Hire and Rental Invoice:

• Car rental services
• Chauffeur services
• Limousine services

Itinerary Invoice:

• Customized itinerary planning
• Travel planning services
• Detailed trip planning

Leisure Travel Invoice:

• Relaxation and leisure packages
• Spa and wellness services
• Golf vacations

Travel Consultation Invoice:

• Travel advisory services
• Consultation fees for trip planning
• Expert travel advice

Flight Reservation Invoice:

• Flight booking services
• Seat reservation fees
• Airline services

Hotel Reservation Invoice:

• Hotel booking services
• Reservation fees
• Accommodation services

These examples demonstrate the diverse range of services that can be included in travel agency invoices. The templates can be tailored to match the specific offerings of each travel agency, providing a detailed and accurate representation of the services provided to clients. Customizing the invoice templates ensures that they align with the unique nature of the travel industry, accommodating various aspects of travel and tour services.

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Travel agent quote form template

Collect up to 3.5x more data with Typeform

Make it easier for clients to book their dream trip

Improve your customers’ booking experience by creating a simple online form. Tweak this template to fit your agency, and collect the information you need to get their booking process started. Soon enough, you’ll reduce the time between collecting a lead and making a sale.

With Typeform, you can customize everything

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Travel agent quote form FAQs:

How do i make my travel agency more digital.

Start with a great website. Your website is one of the most important tools in your sales and marketing toolkit when trying to get new customers. You need to provide simple ways for people to get in touch or register interest in your services. This is where Typeform can help. An online form can enable your travel agency to collect leads and provide quotes to customers in a single, smooth interaction.

How do I generate leads from my website?

Create a simple form. Use our template as a starting point and customize it to suit your needs.

Embed it on your website

Start generating leads!

It really is that easy. Once you’ve got your new contacts, use the information they provided to turn them into customers. With a travel agent quote form, you can use your form to learn about their dream trip and get back to them with a special offer.

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Travel Inquiry Form

A travel inquiry form is a questionnaire given to customers to enquire about travel details such as destination, dates, and prices. With a free online travel inquiry form, you can begin building your customer travel list! Create a customizable travel inquiry form template to collect from your customers, which you can embed on your website or share with a link.

Add your logo and images for a custom look, and use the built-in form widgets to gather information in different ways. With Jotform, you can choose whether you want to export your form submissions to your other accounts, or keep them private. You can even sync your form responses to your CRM or storage service of choice to keep your travel inquiry form and customer list up to date. Get the information you need from potential customers with a free online Travel Inquiry Form.

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Flight Reservation Form

A flight reservation form is used by an airline or travel agency to gather information needed to book air travel for clients. Ready to see your booking rates soar? Streamline the flight booking process for passengers and take your business to new heights by collecting the information you need in a single, secure online Flight Reservation Form. Form responses are stored in your Jotform account, creating an easy-to-access database of passenger information — and if you’d like to boost functionality and send form responses to your other accounts, just link your form to a few of our 130+ app integrations. Give your Flight Reservation Form a unique look with Jotform Form Builder! Add your company logo, change fonts and colors to match your branding, or include any terms and conditions your customers may need to know. If you charge a fee for your service, accept payments through your online form via trusted payment gateways like Square or PayPal. Get ready for your bookings to take off — by bringing your reservation process online with our free Flight Reservation Form, you’ll save time, reduce unnecessary back-and-forth calls and emails, and smooth out the process for your customers.

Vacation Itinerary Form

This Vacation Itinerary form is normally utilized by travel agencies or person who just wants to travel and would like to have a detailed itinerary form. This vacation itinerary form will be a great help for those who are planning for a trip or travel agencies looking for a standard template they can use when organizing a trip for their clients. The form will need information such as destination, duration of stay, arrival time, mode of transport and cost.

Guest Registration Form

A guest registration form is used to collect information from hotel guests. Whether you run a small, private bed and breakfast or an internationally renowned five-star luxury resort, get new customers and boost repeat business with our free Guest Registration Form template! All you need to do is embed the form on your website, share it with a link, or have your guests fill it out on your tablets or computers — then watch as guests submit their information directly to your booking system!If you’d like to accept card payments online, integrate with a trusted payment processor like Square, PayPal, or Stripe — we have 100+ other apps you can choose from, too. Integrate your hotel’s otherwise scattered data with a free Guest Registration Form — track guests, add notes, and stay organized with Jotform!

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Travel Booking Forms

Gather passenger information with an online Flight Reservation Form. Free to customize and embed in your website. Great for airlines or travel agencies.

A guest registration form is used to collect information from hotel guests.

Travel Agency Booking Form Template

A travel agency booking form is a service reservation form used by travel agencies to book hotels, flights, or cruise packages. It is a useful tool to improve your hotel or airline booking services. Take your services to the next level!

Travel Information Form

Collect travel requests online with a free Travel Information Form. Great for travel agencies. Easy to customize, embed, and share with your clients.

Xstream Paycation Travel Booking Request Form

For gathering clients travel booking request information.

Travel Registration Form

A Travel Registration Form is a form template designed to collect the registration and travel preferences of clients.

Service Fee Agreement Template

This is for travel agents who charge fees (service fees or consultation fees) or for those who are exploring charging a fee. What it Does: The contract is not only legally binding, but it 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. See the whole article at HostAgencyReviews.com/blog/free-travel-agent-forms-clients

Travel Registration Form Template

Are you travel experts or do you provide travel assistance? Use this travel registration form to plan and organize your clients trip. You can provide this travel tour registration form to your clients so they can easily register their trip ahead and fill out the required information about their travel preferences. This trip registration form template asks personal information and travel information such as cruise and hotel name, cabin types, hotel bedding and emergency contact number. Send this trip registration form to your clients now to start accepting travel registrations!

EVOLUTION TRAVEL CLIENT FORM: YOU DESERVE A VACATION. I AM YOUR PERSONAL AGENT!

This template was created by Queen Raw Toni Ward. This is to qualify clients.

Travel Quote Request Form

A travel quote request form is a document that allows customers to request a quote for a travel-related product or service, such as a cruise or a flight.

Trip Details Confirmation Form

A trip details confirmation form is a travel confirmation form used by clients to receive a travel itinerary. Send a trip details confirmation form to clients with a single click and make the most of their trip with Jotform!

Travel Interest Survey

An online travel interest survey can be used by travel agents or travel agencies to gather information about the interests, experience, and past travel of a potential client. Stay ahead of the competition with Jotform!

Travel Request Booking Form

Travel Request Form

A travel request form is a form used by businesses to collect info about a request a client is making.

Travel Agent Credit Card Authorization Form

A Travel Agent Credit Card Authorization Form is a form template designed to authorize travel agents to charge their clients' credit cards for various travel-related expenses such as airline tickets, hotel reservations, car rentals, and more.

A travel inquiry form is a questionnaire given to customers to enquire about travel details such as destination, dates, and prices.

Passenger Information Form

A Passenger Information Form is a form template designed to gather passengers' personal and contact information for travel agents and tour companies.

Travel Plan Form

A Travel Plan Form is a form template designed to streamline the process of collecting information for travel arrangements.

Disney World Planning And Booking Cheatsheet

Disney World Planning and Booking Cheatsheet is an agent-facing form to help agents keep track of their Disney World client details. Save time, and be more efficient with Jotform!

Tour Booking Form

A tour booking form enables customers to book tours and activities through a travel website. Whether you guide kayaking, hiking, or cycling tours through your website, streamline the booking process with our Tour Booking Form template — you can customize it and embed it in seconds!

Tour Booking Form Chauffeur Prive

A tour booking form enables customers to book tours and activities through a travel website. Whether you guide kayaking, hiking, or cycling tours through your website, streamline the process with the Tour Booking Form template.

Open House Guest Registration Form

Real estate agents can seamlessly collect open house requests with this free Open House Guest Registration Form. Embed on your website to collect leads fast.

Vacation Review Form

A vacation review form is used by travel agents to give to clients post-travel to help process the highs and lows of their trip and share them with you.

About Travel Booking Forms

Travel booking forms, also known as travel reservation forms, are used by travel agencies to help book travel for clients. Whether your agency specializes in planning tours, cruises, family vacations, or business travel, our free Travel Booking Forms will speed up the reservation process by collecting important travel information online. Clients can provide details about the number of attendees, arrival and departure dates, and important travel demands all at once, eliminating the need for back-and-forth phone calls and emails. Each submission will be safely stored in a single, secure Jotform account, easily accessible by staff on any device.

Your travel agency makes sure to tailor to clients’ needs, so why not tailor your travel booking forms to your needs? Our easy-to-use Form Builder only needs you to drag and drop to make modifications to any Travel Booking Form below. You can change the form fields, template layout, background image, and even upload your logo for a professional look. Need to collect reservation fees? Just integrate your form with one of our payment gateways to process fees instantly — Jotform offers more than 30 processing apps, including Square and PayPal. You can even connect the form to other online accounts, such as your Google Drive or Slack workspace, to speed up your workflow. Start booking more clients online and improve your agency’s reservation process with our free Travel Booking Forms!

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10+ Free Itinerary Templates in Google Docs, Excel, & Word

Content Partnership Specialist

June 5, 2024

There are a lot of things that go into planning a trip.

From scheduling flights, booking hotels and car rentals, planning activities, and ensuring all of them fit within your timeline and budget too!

Whether you’re a seasoned traveler or simply someone looking to create an organized travel schedule for your upcoming trip, then you should consider using an itinerary template. 

Itinerary templates help you organize your activities, manage your time , calculate your expenses, give you a breakdown of all your important travel information before a trip, and help you make the most out of your business trip or vacation. 

Head over to the sections below to find out what makes a good itinerary template, and discover 11 free templates you can use to help you plan your next trip! 🏝️

What is an Itinerary Template?

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An itinerary is a document that outlines all of the details of your trip, from your flight and hotel reservations to your planned activities and budget, to ensure that everything runs smoothly.

That said, trip planners should turn to itinerary templates to give you ready-to-use and organized fill-in-the-blank pages that you can use for every type of trip. 

Itinerary templates can help business and leisure travelers:

• Save time, plan more effectively, and provide an organized format for all the important details of their trip
• Have a digital planner to keep track of all the details they need to consider when planning their travel, such as dates and locations, transportation and accommodations, and activities
• Get quick access to all of the necessary details in one place
• Help manage last-minute changes more effectively

Think of these free itinerary templates as your personal travel agent assistant. They’re there to assist you with planning the most important parts of your trip, so you spend more time enjoying the moment than worrying about what’s next and how you’re getting there.

Creating a detailed travel itinerary is beneficial if you’re visiting a new city or country you’ve never been to before. 

11 Travel Itinerary Templates

Traveling for work? 

This Business Travel Itinerary Template by ClickUp can help you get all your important travel details and work schedules, all in one place. 

Easily notate your travel dates, hotel information, flight number, and other important information in an organized and easy-to-follow format in ClickUp Docs . If you have multiple travel plans or want to keep your past and future travel itinerary docs in one place, then simply add nested pages under one Doc to keep everything neatly organized and accessible.

And because ClickUp Docs allow you to have full control of sharing permissions and privacy, you can keep your pages private to protect your personal information or securely share them with selected people via a link.

Best of all, ClickUp is available on the mobile app , so you can take your itinerary template wherever you go and access it any time of the day.

Use this free travel itinerary template to streamline your business travel planning process and establish a consistent standard itinerary that you can use again and again.

Planning a road trip or exploring a new city?

Whatever type of vacation you’re planning for, this Vacation Planning Travel Itinerary Template by ClickUp can help you create a visual roadmap of your planned activities.

With this free travel itinerary template, you’ll be able to plan your destinations, use ClickUp Custom Fields to add important details such as hotel addresses, type of activity, hours of operation, travel time, accommodations, reservations, and so on to ensure you’re on the right track to hit all the spots you have planned to visit on your trip!

Additionally, this template allows you to visualize your road trip itinerary in Map view, as shown above, and other views in ClickUp, such as List, Embed Board, and Doc view. Each custom view offers a unique look at your travel itinerary to help you visualize and organize your plans in the best way that works for you. 

Use these vacation planning templates to give you the structure and organization you need to plan your next trip and have a stress-free getaway!

Streamline your travel planning with ClickUp’s Trip Planner Template ! Say goodbye to the chaos of scattered details and hello to a centralized hub for all your trip essentials. From flights to accommodations, activities to budgets, this template has you covered. Save time by organizing everything in one place and ensure nothing slips through the cracks.

With customizable features like custom statuses, fields, and views, you can tailor the template to suit your specific needs. Collaborate effortlessly with friends and family to create the ultimate travel experience. Whether you’re jetting off for a quick getaway or planning a work trip, this template provides the tools you need for a successful trip.

Set your budget, research destinations, create itineraries, and finalize details all within ClickUp’s intuitive platform. Track progress, assign tasks, and monitor productivity with ease. From start to finish, ClickUp’s Trip Planner Template empowers you to plan your dream trip efficiently and effectively.

Whether you’re born with natural event planning skills or perhaps someone who’s looking to get better at it, this Event Planning Itinerary Template by ClickUp can help you plan your next events with ease!

This event planning itinerary template includes three highly visual ClickUp Views that can be customized for any need, from organizing and scheduling event dates on a List and Board to drag-and-drop planning on a Calendar.

Each view provides pre-built Custom Fields, which allow you and your team to add important details, such as progress percentage bars, payment status, due dates, budget status, and more. You can also create Custom Task Statuses to help identify the stage each task is, keeping everyone in the loop on where each task stands at all times. 

You can download the app on your mobile device to access your tasks regardless of your event’s location, and use this itinerary template to help you become a pro at planning events and start managing all of your business operations, teams, and event planning —all in one place. 

Sometimes, it’s best to take things day by day, especially when your workload and to-do lists are getting out of hand. 

Seize the day and stay productive (and motivated) by turning to the 24 Hours Itinerary Template in ClickUp to guide you when creating your daily schedule!

This free itinerary template includes pre-built Custom Fields and Custom Task Statuses to help you easily plan and visualize your daily tasks. And because those features are fully customizable, you can edit and add whatever fields and statuses work best for your workflow.

Use this template to assist you with daily planning , so you easily view all of your to-dos, stay focused on what’s on your plate each day, and make the most of every day!

Meetings are a great way to sync with people in real time.

However, without a proper agenda, you might forget to discuss important matters, lose control of the meeting flow, and veer off track, leaving the attendees with more questions than answers or thinking, “this could’ve been an email.” 😅

Don’t let that happen to you! 

Whether you’re hosting a face-to-face or virtual meeting, having a prepared agenda beforehand keeps your meetings productive and helps make the most of your attendee’s time— the free Agenda Template by ClickUp can help you prep for your next meeting.

This template provides you with sections for your meeting details, participants, and so much more. And because this template is available ClickUp Docs, you can easily format the page to support any type of meeting , embed links to add more details to your agenda, and easily share it with your team before the meeting so they can come prepared with insights or questions. 

Use this itinerary template to help you plan and keep your next meetings productive! 

Planning a conference and need a conference agenda template ?

This Conference Itinerary Template by ClickUp can help you create, visualize, and manage your events all in one centralized place.

This template offers pre-built views, such as Box, Calendar, and List view, and Custom Fields and Custom Task Statuses to allow you to create your ideal itinerary for your event. Moreover, you can add custom tags to your tasks to add another layer of organization to your itinerary and add new Custom Fields to keep your tasks as detailed as possible as you plan your live or virtual conference events .

And if you need help getting started, no problem. It comes with a Getting Started Guide to help you get familiarized with the template and serve as a guide to help you plan your next event !

A meeting agenda is a must, especially for board meetings. 

The Board Meeting Agenda Template in ClickUp offers pre-built Custom Fields to help board members and leadership create a high-level and organized meeting agenda, and run productive meetings. You may also add single or multiple assignees to each task and subtask to clearly note who’s responsible for completing the task or presenting the topics and check them off the list as each task or topic has been discussed to easily track and note what is yet to be completed.

Use this itinerary template to help you create an organized meeting agenda , keep everyone in the loop ahead of the meeting, and promote open discussion among all participants, which can lead to stronger decisions and better outcomes.

If you’re an Excel user, then this template is for you.

Microsoft Excel offers a handy Vacation Itinerary template that you can use to organize all of your trip details. Whether you want to start a road trip itinerary with friends or a personalized itinerary of your full trip, this trip itinerary template includes entries for flight information, lodging, emergency contacts, activities, and so on. 

Once you’ve filled out the template with the details of your trip, simply save it on your computer or print it to take a physical copy of your itinerary with you or leave a copy for your friends and family while you’re away on your vacation.

If you like keeping things simple when planning your trips, then this travel itinerary template will work for what you need.

This template allows you to add and edit your travel details, such as destinations, transportation, lodging, and what you need to pack for your trip, in organized tables in Google Docs (where you can also connect to Google Sheets). 

This is one of the many customizable templates that’s free to download. Save it on your computer or print a copy to take with you!

Keep your business trips as stress-free as possible by creating a detailed flight itinerary, meeting schedule, and more all on one page. Use Microsoft Word’s Business Trip Itinerary template to keep track of important dates, departure and arrival times, destination addresses, phone numbers, travel time, and other notes about each item on your itinerary. 

There are several types of itinerary templates for different occasions. The most commonly used and sought templates are for business trips, vacations, event planning, and global and domestic travels.

And while there are many types of itinerary templates out there, the best ones offer the following basic elements: 

• Have clear and concise language
• Organized and easy-to-read format
• Customizable and easy to edit
• Easily accessible and sharable 

And if you need to shift your plans around due to unexpected changes, a solid travel itinerary template should offer the flexibility to let you make changes without compromising the flow of your trip. It also shouldn’t require you to start your travel itinerary from scratch.

Ultimately, these templates should help you create a personalized travel itinerary, save time, and stay organized to help you become a better planner.

Start Planning Your Next Trip with Travel Itinerary Templates

When it comes to planning trips, having an itinerary is key.

But we get it. Making a detailed itinerary can be quite time-consuming. That’s why using an itinerary template can be such a great tool! Stay organized and use the templates we provided above as a starting point for creating your own customized itinerary for your upcoming trips and events.

And if you’re a fan of customizations, then you’ll click well with ClickUp. 

It offers a fully customizable platform with hundreds of features and templates to give you the power to create a personalized experience, connect all your notes and work together, and build a workflow and itineraries that work for you.

Get access to ClickUp’s customizable templates for free today, and start getting excited about planning your next event! 

Bon voyage! 👋

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• CBP Reminds Summer Travelers to Stay ‘Travel Ready'

CBP Reminds Summer Travelers to Stay ‘Travel Ready'

WASHINGTON — As summer approaches and families prepare for their international trips, U.S. Customs and Border Protection (CBP) reminds the traveling public to use the agency’s official mobile applications to secure and streamline their travel and expedite their reentry into the United States.    

Throughout 2023, CBP expanded use of its technology, processing over 394 million travelers at ports of entry in fiscal year 2023, a 24-percent increase over last year, and has already reached almost 100 million travelers in the first quarter of FY2024, totaling more than 527 million travelers to date using biometric facial comparison technology at entry, exit and Preclearance locations, with a match rate of more than 98 percent.     

Additionally, memberships in CBP’s Trusted Traveler Programs in FY2024 has reached 14 million. For those looking to complete an interview before their summer travel, CBP currently has more than 158,000 interview appointments available within the next 90 days. Enrollment on Arrival (EoA) remains the best option to complete a GE interview. Applicants can complete their interview without an appointment and with just the entry documents they would normally carry when arriving from international locations.   

CBP has also introduced a complement of mobile applications with technological enhancements to help speed up the travel process when entering the U.S. via air, land, or sea. Global Entry, for example, launched a new mobile app in September 2023 that allows members to complete their entry processing on their phones before even leaving the plane. The app can be downloaded from the Apple App store and Google Play, and is currently available for use at 47 airports, with more locations coming soon.  To date around 348,000 Global Entry users have processed their arrival using the app.    

International travelers who are not Global Entry members can take advantage of the Mobile Passport Control app, which allows travelers to submit their passport and travel information in advance with a mobile device, resulting in less congestion and more efficient processing. MPC is available at 51 ports of entry, including 14 Preclearance locations and four seaports. It can be used by all U.S. citizens, U.S. Lawful Permanent Residents, B1/B2 Canadian Citizens, and returning Visa Waiver Program travelers. The app was used by 4.1 million travelers in FY2023, and has already had over 4.2 million uses in FY2024.   

Non-U.S. citizens planning travel into the U.S. also have the option of using the Electronic System for Travel Authorization mobile app or the CBP One mobile app. The ESTA Mobile app was implemented June 1, 2023, and has been used almost 422,000 times to submit an ESTA application for authorization to travel to the U.S. In the first quarter of FY2024, the app has been used almost 338,000 times to apply. The CBP One™ app may also be used by visitors to the U.S. to apply and pay for the I-94 online. In FY2023, visitors used the CBP One app more than 458,000 times to complete a provisional I-94 application and almost 195,000 times in the first quarter of FY2024.    

Additionally, U.S. citizens who are required to declare agriculture and biological products upon arrival into the United States may also use CBP One to provide advanced notification that they will need an agriculture inspection. Categories for declaration include:    

• Biological materials that may require permits issued by the U.S. Department of Agriculture (USDA) and the Centers for Disease Control and Prevention (CDC)  
• Pets, specifically birds and dogs, accompanying travelers in various capacities that carry the potential of introducing foreign animal diseases to the U.S. or other public health concerns   
• Cleaning and disinfection of shoes  
• Hunting trophies    

All CBP applications can be downloaded free from the  Google Play Store  or  Apple App Store . For more information about CBP’s suite of mobile apps, visit Mobile Apps Directory | U.S. Customs and Border Protection (cbp.gov)     

For more information on preparing to travel abroad, visit the Know Before You Go page on the CBP website .  

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