Some amazing travel advisors in the Travefy community shared these forms as great examples to help you get started.
Form
Created By:
Shivon Mitchell - VonVoy Travels
Form
Created By:
Melanie Granados - Fuga Travel
Form
Created By:
Tiffany Tarter - Fairy Tale Concierge
Form
Created by:
Robert Brecker - So Much To See Travel
Form
Created by:
Jennifer Day - Carlisle Travel Management
Form
Created by:
Robert Brecker - So Much To See Travel
Form
Created By:
Liz Davis - Luxury Travel Advisor, CTA
Form
Travefy strongly encourages users to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Form
A simple waiver to use when a client declines trip insurance.
Travefy strongly encourages you to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Form
Travefy strongly encourages you to consult with your host agency and legal counsel to ensure you are using the correct language and specifics in your forms to protect your business.
Send them to us!
Do you have great examples of client forms and task lists that you want to share with other travel advisors? Send them to Professional@Travefy.com and we'll feature them here.
Task List
Use this sales workflow template to help you organize your process. You can also customize and edit it after you copy it.
Tasks and Task Lists help you stay organized and create a bullet proof process when working with clients.
Library Sharing makes it easy to share content with others or copy items share with you in just one click.