travel agents checklist

Confirm client's travel dates and destination

Collect client's passport information

Research and recommend accommodations and transportation options

Provide client with visa requirements and vaccinations needed

Secure any necessary travel insurance for client

Create a detailed itinerary for the client

Provide packing tips and recommendations for the destination

Confirm any special dietary requirements or preferences with the client

Assist in obtaining any necessary travel permits or documentation for specific activities or excursions

Advise the client on local customs and cultural norms to be aware of during their trip

Make reservations for flights, hotels, and any other necessary transportation

Confirm all bookings with clients and provide them with itinerary details

Collect payment from client for all bookings

Ensure all booking information is accurate and up-to-date

Coordinate any special requests or accommodations with the hotels or airlines

Provide clients with information on travel insurance options

Secure any necessary visas or travel documents for the client

Confirm any special requests or preferences with the hotels or airlines

Provide client with packing list and travel tips for their destination

Remind client of any important travel documents they need to bring

Assist client with any special requests or accommodations needed

Provide client with emergency contact information for their trip

Provide client with information on local customs and etiquette in their destination

Discuss any potential language barriers and provide resources for translations

Help client arrange transportation to and from the airport or other travel hubs

Recommend any necessary vaccinations or health precautions for their destination

Provide client with information on currency exchange and local tipping customs

Check in with client upon their return to ensure they had a positive travel experience

Collect feedback from client on their trip and any improvements that can be made

Thank client for their business and offer any future travel planning assistance

Update client's profile with any new travel preferences or information

Send a follow-up email or survey to gather more detailed feedback on their overall experience

Offer to assist with any post-travel arrangements, such as organizing transportation or accommodations for their next trip

Provide recommendations for future travel destinations based on the client's feedback and preferences

Encourage the client to leave a review or testimonial on your agency's website or social media platforms

Stay in touch with the client through newsletters or updates on travel deals and promotions